HFG Advisors, Inc. FDL Holdings History
HFG Advisors, Inc.'s First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, HFG Advisors, Inc. held 120,118.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $5.22 Mil. This investment constitutes 4.46% of their stock portfolio, and HFG Advisors, Inc. now holds 0.09% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2021Q4. And since then HFG Advisors, Inc. has made 6 purchases of FDL, at an average price of $34.11, for a total of 197,666.00 shares. In addition, there have been 7 sales at an average price of $36.14 for 77,548.00 shares. Based on historical transaction data and FDL's current price of $42.42, HFG Advisors, Inc.'s estimated gain on his FDL holdings is $1.16 Mil, reflecting a 17.15% gain to date.
HFG Advisors, Inc. FDL ($42.42) Holding Chart
HFG Advisors, Inc. FDL ($42.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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