Number of Shares
5,351.00
Current Holdings Value*
$224,060.00
% of Portfolio
0.17%
Total Estimate Gain
$7,337.38
% of Total Estimate Gain
3.24%

Laraway Financial Advisors Inc's First Trust Morningstar Dividend Leaders Index Fund Holding Summary

As of 2025-06-30, Laraway Financial Advisors Inc held 5,351.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $224,060.00. This investment constitutes 0.17% of their stock portfolio, and Laraway Financial Advisors Inc now holds 0% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.

The initial trade took place in 2025Q1. And since then Laraway Financial Advisors Inc has made 2 purchases of FDL, at an average price of $42.26, for a total of 5,351.00 shares. Based on historical transaction data and FDL's current price of $43.63, Laraway Financial Advisors Inc's estimated gain on his FDL holdings is $7,337.38, reflecting a 3.24% gain to date.

Laraway Financial Advisors Inc FDL ($43.63) Holding Chart

Laraway Financial Advisors Inc FDL ($43.63) 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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