First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) Shares Bought by Maia Wealth LLC

Maia Wealth LLC lifted its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 38.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 23,098 shares of the exchange traded fund’s stock after acquiring an additional 6,450 shares during the period. Maia Wealth LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $970,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Valley National Advisers Inc. raised its position in shares of First Trust Morningstar Dividend Leaders Index by 33.6% during the 4th quarter. Valley National Advisers Inc. now owns 3,386 shares of the exchange traded fund’s stock worth $135,000 after acquiring an additional 852 shares in the last quarter. JPMorgan Chase & Co. raised its position in shares of First Trust Morningstar Dividend Leaders Index by 7.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,017,098 shares of the exchange traded fund’s stock worth $42,667,000 after acquiring an additional 71,997 shares in the last quarter. FMR LLC raised its position in shares of First Trust Morningstar Dividend Leaders Index by 67.8% during the 3rd quarter. FMR LLC now owns 23,074 shares of the exchange traded fund’s stock worth $968,000 after acquiring an additional 9,320 shares in the last quarter. Strategic Financial Concepts LLC raised its position in shares of First Trust Morningstar Dividend Leaders Index by 111.2% during the 4th quarter. Strategic Financial Concepts LLC now owns 11,171 shares of the exchange traded fund’s stock worth $450,000 after acquiring an additional 5,882 shares in the last quarter. Finally, Blue Trust Inc. raised its position in shares of First Trust Morningstar Dividend Leaders Index by 84.0% during the 4th quarter. Blue Trust Inc. now owns 2,000 shares of the exchange traded fund’s stock worth $81,000 after acquiring an additional 913 shares in the last quarter.

First Trust Morningstar Dividend Leaders Index Stock Performance

Shares of NYSEARCA FDL opened at $43.88 on Friday. First Trust Morningstar Dividend Leaders Index has a fifty-two week low of $36.25 and a fifty-two week high of $44.07. The firm has a market capitalization of $5.01 billion, a PE ratio of 19.12 and a beta of 0.90. The stock’s 50-day simple moving average is $41.48 and its 200-day simple moving average is $41.72.

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.