Peak Capital Management LLC FDL Holdings History
Peak Capital Management LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2020-03-31, Peak Capital Management LLC held 201,302.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $4.50 Mil. This investment constitutes 5.86% of their stock portfolio, and Peak Capital Management LLC now holds 0.34% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2018Q2. And since then Peak Capital Management LLC has made 4 purchases of FDL, at an average price of $28.61, for a total of 268,210.00 shares. In addition, there have been 4 sales at an average price of $29.60 for 66,908.00 shares. Based on historical transaction data and FDL's current price of $42.73, Peak Capital Management LLC's estimated gain on his FDL holdings is $2.91 Mil, reflecting a 37.90% gain to date.
Peak Capital Management LLC FDL ($42.73) Holding Chart
Peak Capital Management LLC FDL ($42.73) 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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