First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) Shares Acquired by International Assets Investment Management LLC

International Assets Investment Management LLC lifted its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 18.6% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 129,523 shares of the exchange traded fund’s stock after acquiring an additional 20,271 shares during the period. International Assets Investment Management LLC owned approximately 0.10% of First Trust Morningstar Dividend Leaders Index worth $4,647,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of FDL. Ameriprise Financial Inc. grew its position in First Trust Morningstar Dividend Leaders Index by 6.8% during the 3rd quarter. Ameriprise Financial Inc. now owns 2,565,995 shares of the exchange traded fund’s stock worth $85,829,000 after purchasing an additional 163,492 shares during the period. Envestnet Portfolio Solutions Inc. purchased a new stake in First Trust Morningstar Dividend Leaders Index in the 3rd quarter worth approximately $4,625,000. Advisor Resource Council boosted its position in First Trust Morningstar Dividend Leaders Index by 390.7% in the 4th quarter. Advisor Resource Council now owns 116,104 shares of the exchange traded fund’s stock worth $4,166,000 after purchasing an additional 92,444 shares in the last quarter. Hobart Private Capital LLC acquired a new stake in shares of First Trust Morningstar Dividend Leaders Index during the 4th quarter worth approximately $2,764,000. Finally, Atria Investments Inc increased its holdings in shares of First Trust Morningstar Dividend Leaders Index by 59.5% during the 3rd quarter. Atria Investments Inc now owns 168,535 shares of the exchange traded fund’s stock valued at $5,636,000 after purchasing an additional 62,859 shares in the last quarter.

First Trust Morningstar Dividend Leaders Index Stock Performance

Shares of NYSEARCA FDL opened at $38.11 on Thursday. First Trust Morningstar Dividend Leaders Index has a 1 year low of $31.47 and a 1 year high of $38.54. The company’s fifty day moving average price is $37.52 and its 200 day moving average price is $35.94. The company has a market capitalization of $3.97 billion, a PE ratio of 12.51 and a beta of 0.73.

First Trust Morningstar Dividend Leaders Index Company 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.