Atria Investments Inc grew its stake in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 1.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 35,197 shares of the exchange traded fund’s stock after purchasing an additional 558 shares during the quarter. Atria Investments Inc’s holdings in First Trust Morningstar Dividend Leaders Index were worth $1,477,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Pathway Financial Advisers LLC raised its stake in First Trust Morningstar Dividend Leaders Index by 124.5% during the second quarter. Pathway Financial Advisers LLC now owns 723 shares of the exchange traded fund’s stock valued at $27,000 after buying an additional 401 shares in the last quarter. Whittier Trust Co. of Nevada Inc. acquired a new stake in First Trust Morningstar Dividend Leaders Index during the second quarter valued at approximately $38,000. Moisand Fitzgerald Tamayo LLC acquired a new stake in First Trust Morningstar Dividend Leaders Index during the third quarter valued at approximately $39,000. Blue Trust Inc. acquired a new stake in First Trust Morningstar Dividend Leaders Index during the third quarter valued at approximately $46,000. Finally, Strategic Financial Concepts LLC raised its stake in First Trust Morningstar Dividend Leaders Index by 1,737.5% during the second quarter. Strategic Financial Concepts LLC now owns 164,030 shares of the exchange traded fund’s stock valued at $62,000 after buying an additional 155,103 shares in the last quarter.
First Trust Morningstar Dividend Leaders Index Trading Down 0.4 %
NYSEARCA:FDL opened at $41.96 on Friday. The firm has a market capitalization of $4.38 billion, a PE ratio of 12.51 and a beta of 0.73. The stock has a 50 day moving average of $41.92 and a 200-day moving average of $40.07. First Trust Morningstar Dividend Leaders Index has a 52 week low of $33.33 and a 52 week high of $42.96.
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.
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