WORLD EQUITY GROUP, INC. FDL Holdings History
WORLD EQUITY GROUP, INC.'s First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-06-30, WORLD EQUITY GROUP, INC. held 148,794.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $6.23 Mil. This investment constitutes 1.7% of their stock portfolio, and WORLD EQUITY GROUP, INC. now holds 0.11% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2022Q1. And since then WORLD EQUITY GROUP, INC. has made 7 purchases of FDL, at an average price of $36.94, for a total of 238,276.00 shares. In addition, there have been 2 sales at an average price of $36.08 for 89,482.00 shares. Based on historical transaction data and FDL's current price of $43.45, WORLD EQUITY GROUP, INC.'s estimated gain on his FDL holdings is $891,987.90, reflecting a 10.13% gain to date.
WORLD EQUITY GROUP, INC. FDL ($43.45) Holding Chart
WORLD EQUITY GROUP, INC. FDL ($43.45) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
