Number of Shares
180,856.00
Current Holdings Value*
$7.57 Mil
% of Portfolio
3.06%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
23.34%

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 $43.20, Key Client Fiduciary Advisors, LLC's estimated gain on his FDL holdings is $1.61 Mil, reflecting a 23.34% gain to date.

Key Client Fiduciary Advisors, LLC FDL ($43.20) Holding Chart

Key Client Fiduciary Advisors, LLC FDL ($43.20) 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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