First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) Shares Acquired by Southland Equity Partners LLC

Southland Equity Partners LLC boosted its holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 0.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 480,688 shares of the exchange traded fund’s stock after buying an additional 2,447 shares during the period. First Trust Morningstar Dividend Leaders Index accounts for approximately 4.5% of Southland Equity Partners LLC’s holdings, making the stock its 4th largest holding. Southland Equity Partners LLC owned approximately 0.46% of First Trust Morningstar Dividend Leaders Index worth $19,353,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the stock. Pathway Financial Advisers LLC increased its holdings in First Trust Morningstar Dividend Leaders Index by 124.5% during the 2nd quarter. Pathway Financial Advisers LLC now owns 723 shares of the exchange traded fund’s stock worth $27,000 after purchasing an additional 401 shares during the last quarter. Moisand Fitzgerald Tamayo LLC bought a new stake in shares of First Trust Morningstar Dividend Leaders Index during the 3rd quarter valued at about $39,000. Blue Trust Inc. acquired a new stake in First Trust Morningstar Dividend Leaders Index during the third quarter worth about $46,000. Valley National Advisers Inc. lifted its holdings in First Trust Morningstar Dividend Leaders Index by 339.2% in the third quarter. Valley National Advisers Inc. now owns 2,534 shares of the exchange traded fund’s stock worth $105,000 after acquiring an additional 1,957 shares during the last quarter. Finally, Assetmark Inc. boosted its stake in First Trust Morningstar Dividend Leaders Index by 14.4% in the third quarter. Assetmark Inc. now owns 3,042 shares of the exchange traded fund’s stock valued at $128,000 after acquiring an additional 382 shares during the period.

First Trust Morningstar Dividend Leaders Index Trading Up 0.6 %

NYSEARCA:FDL opened at $41.08 on Friday. The stock has a 50 day moving average of $41.45 and a 200-day moving average of $41.20. The firm has a market capitalization of $4.28 billion, a PE ratio of 12.51 and a beta of 0.73. First Trust Morningstar Dividend Leaders Index has a 52 week low of $35.45 and a 52 week high of $44.07.

About First Trust Morningstar Dividend Leaders Index

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.