Atria Investments Inc Buys 558 Shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Atria Investments Inc lifted its stake in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDLFree Report) by 1.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 35,197 shares of the exchange traded fund’s stock after buying an additional 558 shares during the period. Atria Investments Inc’s holdings in First Trust Morningstar Dividend Leaders Index were worth $1,477,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Kingsview Wealth Management LLC lifted its stake in First Trust Morningstar Dividend Leaders Index by 10.2% during the first quarter. Kingsview Wealth Management LLC now owns 34,579 shares of the exchange traded fund’s stock worth $1,331,000 after purchasing an additional 3,211 shares during the period. D.A. Davidson & CO. lifted its stake in First Trust Morningstar Dividend Leaders Index by 1.2% during the second quarter. D.A. Davidson & CO. now owns 221,565 shares of the exchange traded fund’s stock worth $8,404,000 after purchasing an additional 2,615 shares during the period. Belpointe Asset Management LLC lifted its stake in First Trust Morningstar Dividend Leaders Index by 9.9% during the second quarter. Belpointe Asset Management LLC now owns 17,388 shares of the exchange traded fund’s stock worth $660,000 after purchasing an additional 1,571 shares during the period. Aptus Capital Advisors LLC bought a new position in First Trust Morningstar Dividend Leaders Index during the second quarter worth about $213,000. Finally, CWM LLC lifted its stake in First Trust Morningstar Dividend Leaders Index by 59.5% during the third quarter. CWM LLC now owns 18,411 shares of the exchange traded fund’s stock worth $772,000 after purchasing an additional 6,865 shares during the period.

First Trust Morningstar Dividend Leaders Index Stock Down 0.4 %

Shares of FDL opened at $41.96 on Friday. The stock has a market cap of $4.38 billion, a price-to-earnings ratio of 12.51 and a beta of 0.73. First Trust Morningstar Dividend Leaders Index has a 12 month low of $33.33 and a 12 month high of $42.96. The company has a 50-day moving average price of $41.92 and a two-hundred day moving average price of $40.07.

First Trust Morningstar Dividend Leaders Index Company Profile

(Free Report)

First Trust Morningstar Dividend Leaders Index Fund, seeks investment results that correspond generally to the price and yield of an equity index called the Morningstar Dividend Leaders Index (the Index). The Fund will invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the Index.

Further Reading

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Institutional Ownership by Quarter for First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

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