LWM Advisory Services, LLC FDL Holdings History
LWM Advisory Services, LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 54,945.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $2.39 Mil. This investment constitutes 1.66% of their stock portfolio, and LWM Advisory Services, LLC now holds 0.04% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2022Q4. And since then LWM Advisory Services, LLC has made 3 purchases of FDL, at an average price of $37.55, for a total of 192,719.00 shares. In addition, there have been 2 sales at an average price of $36.01 for 137,774.00 shares. Based on historical transaction data and FDL's current price of $43.44, LWM Advisory Services, LLC's estimated gain on his FDL holdings is $112,096.81, reflecting a 1.55% gain to date.
LWM Advisory Services, LLC FDL ($43.44) Holding Chart
LWM Advisory Services, LLC FDL ($43.44) 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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