JFS Wealth Advisors LLC Sells 1,754 Shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

JFS Wealth Advisors LLC lessened its position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 153,076 shares of the exchange traded fund’s stock after selling 1,754 shares during the period. JFS Wealth Advisors LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $6,163,000 as of its most recent filing with the SEC.

Several other hedge funds also recently bought and sold shares of FDL. Blue Trust Inc. bought a new stake in shares of First Trust Morningstar Dividend Leaders Index in the 3rd quarter valued at $46,000. Synergy Asset Management LLC acquired a new position in First Trust Morningstar Dividend Leaders Index in the fourth quarter valued at about $46,000. Valley National Advisers Inc. increased its holdings in shares of First Trust Morningstar Dividend Leaders Index by 339.2% in the third quarter. Valley National Advisers Inc. now owns 2,534 shares of the exchange traded fund’s stock worth $105,000 after acquiring an additional 1,957 shares in the last quarter. Assetmark Inc. raised its position 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 worth $128,000 after purchasing an additional 382 shares during the period. Finally, Crews Bank & Trust acquired a new stake in shares of First Trust Morningstar Dividend Leaders Index during the fourth quarter worth about $143,000.

First Trust Morningstar Dividend Leaders Index Stock Performance

Shares of FDL opened at $42.59 on Monday. The stock has a 50 day simple moving average of $41.06 and a 200 day simple moving average of $41.48. First Trust Morningstar Dividend Leaders Index has a 52-week low of $36.01 and a 52-week high of $44.07. The firm has a market capitalization of $4.44 billion, a PE ratio of 12.51 and a beta of 0.73.

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.