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

Cyndeo Wealth Partners LLC lifted its position in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 14.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,926 shares of the exchange traded fund’s stock after purchasing an additional 892 shares during the period. Cyndeo Wealth Partners LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $279,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. LPL Financial LLC lifted its holdings in First Trust Morningstar Dividend Leaders Index by 7.2% in the 3rd quarter. LPL Financial LLC now owns 8,454,951 shares of the exchange traded fund’s stock worth $354,685,000 after buying an additional 566,772 shares in the last quarter. International Assets Investment Management LLC grew its stake in shares of First Trust Morningstar Dividend Leaders Index by 4,114.5% during the third quarter. International Assets Investment Management LLC now owns 5,452,833 shares of the exchange traded fund’s stock valued at $228,746,000 after acquiring an additional 5,323,451 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its position in shares of First Trust Morningstar Dividend Leaders Index by 3.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,447,886 shares of the exchange traded fund’s stock worth $54,918,000 after acquiring an additional 52,303 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in shares of First Trust Morningstar Dividend Leaders Index by 7.6% in the third 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. Finally, Janney Montgomery Scott LLC boosted its holdings in First Trust Morningstar Dividend Leaders Index by 2.6% in the fourth quarter. Janney Montgomery Scott LLC now owns 580,744 shares of the exchange traded fund’s stock valued at $23,381,000 after purchasing an additional 14,894 shares during the last quarter.

First Trust Morningstar Dividend Leaders Index Stock Up 0.4 %

Shares of NYSEARCA FDL opened at $41.25 on Monday. First Trust Morningstar Dividend Leaders Index has a fifty-two week low of $35.45 and a fifty-two week high of $44.07. The business has a 50 day moving average price of $41.43 and a two-hundred day moving average price of $41.27. The firm has a market cap of $4.30 billion, a PE ratio of 12.51 and a beta of 0.73.

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.