Number of Shares
236,138.00
Current Holdings Value*
$10.26 Mil
% of Portfolio
2.31%
Total Estimate Gain
$1.04 Mil
% of Total Estimate Gain
8.93%

MANCHESTER FINANCIAL INC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary

As of 2025-03-31, MANCHESTER FINANCIAL INC held 236,138.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $10.26 Mil. This investment constitutes 2.31% of their stock portfolio, and MANCHESTER FINANCIAL INC now holds 0.18% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.

The initial trade took place in 2022Q3. And since then MANCHESTER FINANCIAL INC has made 7 purchases of FDL, at an average price of $37.26, for a total of 312,226.00 shares. In addition, there have been 4 sales at an average price of $34.30 for 76,088.00 shares. Based on historical transaction data and FDL's current price of $42.62, MANCHESTER FINANCIAL INC's estimated gain on his FDL holdings is $1.04 Mil, reflecting a 8.93% gain to date.

MANCHESTER FINANCIAL INC FDL ($42.62) Holding Chart

MANCHESTER FINANCIAL INC FDL ($42.62) 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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