First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) Stock Holdings Lowered by Western Wealth Management LLC

Western Wealth Management LLC decreased its stake in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 4.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 28,756 shares of the exchange traded fund’s stock after selling 1,349 shares during the period. Western Wealth Management LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $1,032,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Waterfront Wealth Inc. increased its stake in First Trust Morningstar Dividend Leaders Index by 4.4% during the 4th quarter. Waterfront Wealth Inc. now owns 7,815 shares of the exchange traded fund’s stock valued at $280,000 after buying an additional 329 shares during the period. Apollon Wealth Management LLC boosted its position in shares of First Trust Morningstar Dividend Leaders Index by 2.9% during the 4th quarter. Apollon Wealth Management LLC now owns 13,387 shares of the exchange traded fund’s stock valued at $489,000 after purchasing an additional 371 shares in the last quarter. Sound View Wealth Advisors Group LLC boosted its position in shares of First Trust Morningstar Dividend Leaders Index by 2.3% during the 3rd quarter. Sound View Wealth Advisors Group LLC now owns 17,376 shares of the exchange traded fund’s stock valued at $581,000 after purchasing an additional 396 shares in the last quarter. Flagship Harbor Advisors LLC boosted its position in shares of First Trust Morningstar Dividend Leaders Index by 1.7% during the 3rd quarter. Flagship Harbor Advisors LLC now owns 24,072 shares of the exchange traded fund’s stock valued at $805,000 after purchasing an additional 404 shares in the last quarter. Finally, Bensler LLC boosted its holdings in shares of First Trust Morningstar Dividend Leaders Index by 0.6% in the third quarter. Bensler LLC now owns 83,451 shares of the exchange traded fund’s stock worth $2,791,000 after buying an additional 515 shares during the period.

First Trust Morningstar Dividend Leaders Index Price Performance

Shares of FDL opened at $37.25 on Friday. First Trust Morningstar Dividend Leaders Index has a one year low of $31.47 and a one year high of $38.54. The company has a 50-day moving average of $37.18 and a two-hundred day moving average of $35.50. The stock has a market cap of $3.93 billion, a price-to-earnings ratio of 12.41 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.