Key Client Fiduciary Advisors, LLC FDL Holdings History
Key Client Fiduciary Advisors, LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 180,856.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $7.57 Mil. This investment constitutes 3.06% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0.14% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2021Q4. And since then Key Client Fiduciary Advisors, LLC has made 8 purchases of FDL, at an average price of $34.54, for a total of 199,951.00 shares. In addition, there have been 6 sales at an average price of $36.96 for 19,095.00 shares. Based on historical transaction data and FDL's current price of $43.24, Key Client Fiduciary Advisors, LLC's estimated gain on his FDL holdings is $1.62 Mil, reflecting a 23.44% gain to date.
Key Client Fiduciary Advisors, LLC FDL ($43.24) Holding Chart
Key Client Fiduciary Advisors, LLC FDL ($43.24) 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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