Priebe Wealth Holdings LLC Acquires 2,645 Shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Priebe Wealth Holdings LLC lifted its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 11.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 26,707 shares of the exchange traded fund’s stock after acquiring an additional 2,645 shares during the period. First Trust Morningstar Dividend Leaders Index makes up 0.7% of Priebe Wealth Holdings LLC’s holdings, making the stock its 23rd biggest holding. Priebe Wealth Holdings LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $1,075,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Freedom Investment Management Inc. boosted its stake in First Trust Morningstar Dividend Leaders Index by 4.2% during the 3rd quarter. Freedom Investment Management Inc. now owns 6,074 shares of the exchange traded fund’s stock valued at $255,000 after purchasing an additional 245 shares during the last quarter. Aptus Capital Advisors LLC boosted its position in shares of 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 valued at $246,000 after buying an additional 250 shares during the last quarter. Creative Planning grew its holdings in First Trust Morningstar Dividend Leaders Index by 1.1% during the second quarter. Creative Planning now owns 29,159 shares of the exchange traded fund’s stock worth $1,106,000 after buying an additional 328 shares in the last quarter. KMG Fiduciary Partners LLC grew 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 in the last quarter. Finally, Blair William & Co. IL raised its position in First Trust Morningstar Dividend Leaders Index by 4.9% in the 2nd quarter. Blair William & Co. IL now owns 7,773 shares of the exchange traded fund’s stock valued at $295,000 after buying an additional 364 shares during the last quarter.

First Trust Morningstar Dividend Leaders Index Price Performance

FDL opened at $41.12 on Tuesday. First Trust Morningstar Dividend Leaders Index has a 1 year low of $35.03 and a 1 year high of $44.07. The company has a market capitalization of $4.29 billion, a price-to-earnings ratio of 12.51 and a beta of 0.73. The firm’s fifty day moving average price is $41.50 and its two-hundred day moving average price is $41.18.

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.