First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) Position Increased by Calton & Associates Inc.

Calton & Associates Inc. increased its stake in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 95.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,902 shares of the exchange traded fund’s stock after buying an additional 5,335 shares during the quarter. Calton & Associates Inc.’s holdings in First Trust Morningstar Dividend Leaders Index were worth $439,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. boosted its holdings in shares of First Trust Morningstar Dividend Leaders Index by 7.6% during the third quarter. JPMorgan Chase & Co. now owns 1,017,098 shares of the exchange traded fund’s stock valued at $42,667,000 after acquiring an additional 71,997 shares during the period. FMR LLC boosted its stake in 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 valued at $968,000 after purchasing an additional 9,320 shares during the period. CWM LLC grew its position in First Trust Morningstar Dividend Leaders Index by 59.5% in the 3rd quarter. CWM LLC now owns 18,411 shares of the exchange traded fund’s stock worth $772,000 after purchasing an additional 6,865 shares during the last quarter. Blue Trust Inc. acquired a new stake in shares of First Trust Morningstar Dividend Leaders Index in the third quarter valued at approximately $46,000. Finally, Assetmark Inc. raised its holdings in shares of First Trust Morningstar Dividend Leaders Index by 14.4% during the third quarter. Assetmark Inc. now owns 3,042 shares of the exchange traded fund’s stock valued at $128,000 after buying an additional 382 shares during the last quarter.

First Trust Morningstar Dividend Leaders Index Trading Up 0.3 %

Shares of NYSEARCA FDL opened at $41.69 on Friday. First Trust Morningstar Dividend Leaders Index has a 12-month low of $35.45 and a 12-month high of $44.07. The company has a market cap of $4.35 billion, a PE ratio of 12.51 and a beta of 0.73. The stock has a 50 day simple moving average of $41.38 and a 200-day simple moving average of $41.31.

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.