WJ Wealth Management, LLC FDL Holdings History
WJ Wealth Management, LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 272,824.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $11.85 Mil. This investment constitutes 4.19% of their stock portfolio, and WJ Wealth Management, LLC now holds 0.22% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2025Q1. And since then WJ Wealth Management, LLC has made 1 purchases of FDL, at an average price of $42.26, for a total of 272,824.00 shares. Based on historical transaction data and FDL's current price of $43.53, WJ Wealth Management, LLC's estimated gain on his FDL holdings is $345,122.36, reflecting a 2.99% gain to date.
WJ Wealth Management, LLC FDL ($43.53) Holding Chart
WJ Wealth Management, LLC FDL ($43.53) 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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