Next Level Private LLC FDL Holdings History
Next Level Private LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, Next Level Private LLC held 247,426.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $10.75 Mil. This investment constitutes 4% of their stock portfolio, and Next Level Private LLC now holds 0.2% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2022Q4. And since then Next Level Private LLC has made 6 purchases of FDL, at an average price of $37.24, for a total of 283,656.00 shares. In addition, there have been 4 sales at an average price of $34.55 for 36,230.00 shares. Based on historical transaction data and FDL's current price of $43.20, Next Level Private LLC's estimated gain on his FDL holdings is $1.38 Mil, reflecting a 13.03% gain to date.
Next Level Private LLC FDL ($43.20) Holding Chart
Next Level Private LLC FDL ($43.20) 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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