Owen LaRue, LLC FGD Holdings History

Number of Shares
101,700.00
Current Holdings Value*
$2.80 Mil
% of Portfolio
1.19%
Total Estimate Gain
$323,206.00
% of Total Estimate Gain
11.40%

Owen LaRue, LLC's First Trust Dow Jones Global Select Dividend Index Fund Holding Summary

As of 2025-06-30, Owen LaRue, LLC held 101,700.00 shares of First Trust Dow Jones Global Select Dividend Index Fund(FGD), totaling $2.80 Mil. This investment constitutes 1.19% of their stock portfolio, and Owen LaRue, LLC now holds 0.34% of the outstanding First Trust Dow Jones Global Select Dividend Index Fund(FGD) stock.

The initial trade took place in 2024Q3. And since then Owen LaRue, LLC has made 2 purchases of FGD, at an average price of $25.39, for a total of 111,700.00 shares. In addition, there have been 1 sales at an average price of $23.42 for 10,000.00 shares. Based on historical transaction data and FGD's current price of $28.76, Owen LaRue, LLC's estimated gain on his FGD holdings is $323,206.00, reflecting a 11.40% gain to date.

Owen LaRue, LLC FGD ($28.76) Holding Chart

Owen LaRue, LLC FGD ($28.76) 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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