Walled Lake Planning & Wealth Management LLC Makes New Investment in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Walled Lake Planning & Wealth Management LLC acquired a new stake in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 54,022 shares of the exchange traded fund’s stock, valued at approximately $2,175,000. Walled Lake Planning & Wealth Management LLC owned approximately 0.05% of First Trust Morningstar Dividend Leaders Index at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. FMR LLC boosted its stake in First Trust Morningstar Dividend Leaders Index by 67.8% in the 3rd quarter. FMR LLC now owns 23,074 shares of the exchange traded fund’s stock worth $968,000 after purchasing an additional 9,320 shares during the period. Freedom Investment Management Inc. boosted its position in shares of First Trust Morningstar Dividend Leaders Index by 4.2% during the third quarter. Freedom Investment Management Inc. now owns 6,074 shares of the exchange traded fund’s stock worth $255,000 after buying an additional 245 shares during the period. CreativeOne Wealth LLC grew its holdings in shares of First Trust Morningstar Dividend Leaders Index by 35.0% during the third quarter. CreativeOne Wealth LLC now owns 22,310 shares of the exchange traded fund’s stock worth $936,000 after buying an additional 5,790 shares in the last quarter. Rockefeller Capital Management L.P. raised its position in First Trust Morningstar Dividend Leaders Index by 8.3% in the 3rd quarter. Rockefeller Capital Management L.P. now owns 186,112 shares of the exchange traded fund’s stock valued at $7,807,000 after buying an additional 14,265 shares during the last quarter. Finally, Captrust Financial Advisors lifted its stake in First Trust Morningstar Dividend Leaders Index by 56.1% in the 3rd quarter. Captrust Financial Advisors now owns 17,616 shares of the exchange traded fund’s stock valued at $739,000 after acquiring an additional 6,329 shares in the last quarter.

First Trust Morningstar Dividend Leaders Index Stock Down 0.4 %

NYSEARCA:FDL opened at $42.79 on Friday. First Trust Morningstar Dividend Leaders Index has a twelve month low of $36.31 and a twelve month high of $44.35. The company has a market cap of $5.16 billion, a P/E ratio of 17.05 and a beta of 0.87. The business has a 50 day moving average price of $42.63 and a two-hundred day moving average price of $42.03.

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.