Mach-1 Financial Group, LLC FDL Holdings History
Mach-1 Financial Group, LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, Mach-1 Financial Group, LLC held 161,962.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $7.04 Mil. This investment constitutes 2.11% of their stock portfolio, and Mach-1 Financial Group, LLC now holds 0.13% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2022Q2. And since then Mach-1 Financial Group, LLC has made 8 purchases of FDL, at an average price of $37.23, for a total of 522,624.00 shares. In addition, there have been 4 sales at an average price of $37.48 for 360,662.00 shares. Based on historical transaction data and FDL's current price of $43.13, Mach-1 Financial Group, LLC's estimated gain on his FDL holdings is $1.05 Mil, reflecting a 5.37% gain to date.
Mach-1 Financial Group, LLC FDL ($43.13) Holding Chart
Mach-1 Financial Group, LLC FDL ($43.13) 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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