First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) Shares Acquired by WealthTrust Asset Management LLC

WealthTrust Asset Management LLC lifted its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 6.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,497 shares of the exchange traded fund’s stock after purchasing an additional 590 shares during the quarter. WealthTrust Asset Management LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $382,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Mascoma Wealth Management LLC purchased a new position in shares of First Trust Morningstar Dividend Leaders Index in the 4th quarter worth $28,000. SBI Securities Co. Ltd. purchased a new position in shares of First Trust Morningstar Dividend Leaders Index in the 4th quarter worth $31,000. Synergy Asset Management LLC purchased a new position in shares of First Trust Morningstar Dividend Leaders Index in the 4th quarter worth $46,000. Blue Trust Inc. raised its position in shares of First Trust Morningstar Dividend Leaders Index by 84.0% in the 4th quarter. Blue Trust Inc. now owns 2,000 shares of the exchange traded fund’s stock worth $81,000 after buying an additional 913 shares during the period. Finally, Pillar Financial Advisors LLC purchased a new position in First Trust Morningstar Dividend Leaders Index in the fourth quarter valued at about $106,000.

First Trust Morningstar Dividend Leaders Index Price Performance

NYSEARCA:FDL opened at $43.06 on Friday. The business’s 50-day moving average is $42.04 and its two-hundred day moving average is $41.90. First Trust Morningstar Dividend Leaders Index has a 12 month low of $36.31 and a 12 month high of $44.35. The firm has a market capitalization of $5.19 billion, a PE ratio of 17.05 and a beta of 0.87.

First Trust Morningstar Dividend Leaders Index Profile

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.