Number of Shares
5,344.00
Current Holdings Value*
$232,160.00
% of Portfolio
0.18%
Total Estimate Gain
$4,382.08
% of Total Estimate Gain
1.94%

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

As of 2025-03-31, Laraway Financial Advisors Inc held 5,344.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $232,160.00. This investment constitutes 0.18% 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 1 purchases of FDL, at an average price of $42.26, for a total of 5,344.00 shares. Based on historical transaction data and FDL's current price of $43.08, Laraway Financial Advisors Inc's estimated gain on his FDL holdings is $4,382.08, reflecting a 1.94% gain to date.

Laraway Financial Advisors Inc FDL ($43.08) Holding Chart

Laraway Financial Advisors Inc FDL ($43.08) 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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