Hidden Cove Wealth Management, LLC FDL Holdings History
Hidden Cove Wealth Management, LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-06-30, Hidden Cove Wealth Management, LLC held 44,955.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $1.88 Mil. This investment constitutes 1.36% of their stock portfolio, and Hidden Cove Wealth Management, LLC now holds 0.03% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2025Q2. And since then Hidden Cove Wealth Management, LLC has made 1 purchases of FDL, at an average price of $41.33, for a total of 44,955.00 shares. Based on historical transaction data and FDL's current price of $42.42, Hidden Cove Wealth Management, LLC's estimated gain on his FDL holdings is $49,000.95, reflecting a 2.64% gain to date.
Hidden Cove Wealth Management, LLC FDL ($42.42) Holding Chart
Hidden Cove Wealth Management, LLC 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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