Lloyd Advisory Services, LLC. FDL Holdings History
Lloyd Advisory Services, LLC.'s First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-06-30, Lloyd Advisory Services, LLC. held - shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling N/A. This investment constitutes 0% of their stock portfolio, and Lloyd Advisory Services, LLC. now holds 0% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2024Q1. And since then Lloyd Advisory Services, LLC. has made 2 purchases of FDL, at an average price of $37.36, for a total of 316,789.00 shares. In addition, there have been 2 sales at an average price of $38.39 for 316,789.00 shares. Based on historical transaction data and FDL's current price of $42.58, Lloyd Advisory Services, LLC.'s estimated gain on his FDL holdings is $326,054.55, reflecting a 2.75% gain to date.
Lloyd Advisory Services, LLC. FDL ($42.58) Holding Chart
Lloyd Advisory Services, LLC. FDL ($42.58) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
