Blue Trust Inc. Has $81,000 Position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Blue Trust Inc. boosted its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 84.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,000 shares of the exchange traded fund’s stock after acquiring an additional 913 shares during the quarter. Blue Trust Inc.’s holdings in First Trust Morningstar Dividend Leaders Index were worth $81,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Freedom Investment Management Inc. raised its holdings in First Trust Morningstar Dividend Leaders Index by 4.2% during the third quarter. Freedom Investment Management Inc. now owns 6,074 shares of the exchange traded fund’s stock worth $255,000 after buying an additional 245 shares during the last quarter. Aptus Capital Advisors LLC raised its holdings in First Trust Morningstar Dividend Leaders Index by 4.5% during the third quarter. Aptus Capital Advisors LLC now owns 5,853 shares of the exchange traded fund’s stock worth $246,000 after buying an additional 250 shares during the last quarter. KMG Fiduciary Partners LLC raised its holdings in First Trust Morningstar Dividend Leaders Index by 1.4% during the fourth quarter. KMG Fiduciary Partners LLC now owns 24,417 shares of the exchange traded fund’s stock worth $983,000 after buying an additional 335 shares during the last quarter. Assetmark Inc. raised its holdings in First Trust Morningstar Dividend Leaders Index by 14.4% during the third quarter. Assetmark Inc. now owns 3,042 shares of the exchange traded fund’s stock worth $128,000 after buying an additional 382 shares during the last quarter. Finally, Gladstone Institutional Advisory LLC raised its holdings in First Trust Morningstar Dividend Leaders Index by 1.4% during the fourth quarter. Gladstone Institutional Advisory LLC now owns 36,962 shares of the exchange traded fund’s stock worth $1,488,000 after buying an additional 523 shares during the last quarter.

First Trust Morningstar Dividend Leaders Index Trading Up 0.0 %

FDL opened at $43.32 on Monday. The company’s fifty day moving average price is $41.16 and its two-hundred day moving average price is $41.60. First Trust Morningstar Dividend Leaders Index has a 1-year low of $36.19 and a 1-year high of $44.07. The company has a market cap of $4.52 billion, a price-to-earnings 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.