TRUE Private Wealth Advisors Has $40.90 Million Stock Holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

TRUE Private Wealth Advisors decreased its stake in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDLFree Report) by 6.4% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 974,990 shares of the exchange traded fund’s stock after selling 66,245 shares during the period. First Trust Morningstar Dividend Leaders Index comprises about 4.9% of TRUE Private Wealth Advisors’ investment portfolio, making the stock its 5th biggest holding. TRUE Private Wealth Advisors’ holdings in First Trust Morningstar Dividend Leaders Index were worth $40,901,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of FDL. Flow Traders U.S. LLC bought a new position in First Trust Morningstar Dividend Leaders Index during the 3rd quarter worth approximately $325,000. Captrust Financial Advisors lifted its stake in First Trust Morningstar Dividend Leaders Index by 56.1% during the third quarter. Captrust Financial Advisors now owns 17,616 shares of the exchange traded fund’s stock worth $739,000 after purchasing an additional 6,329 shares during the last quarter. Rockefeller Capital Management L.P. boosted its holdings in First Trust Morningstar Dividend Leaders Index by 8.3% in the third quarter. Rockefeller Capital Management L.P. now owns 186,112 shares of the exchange traded fund’s stock worth $7,807,000 after purchasing an additional 14,265 shares during the period. CreativeOne Wealth LLC increased its stake in 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 valued at $936,000 after purchasing an additional 5,790 shares during the last quarter. Finally, Freedom Investment Management Inc. lifted its position in shares of First Trust Morningstar Dividend Leaders Index by 4.2% in the 3rd 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 last quarter.

First Trust Morningstar Dividend Leaders Index Stock Up 0.2 %

Shares of NYSEARCA:FDL opened at $43.95 on Friday. The company has a market cap of $4.58 billion, a PE ratio of 12.51 and a beta of 0.73. First Trust Morningstar Dividend Leaders Index has a fifty-two week low of $34.25 and a fifty-two week high of $44.07. The firm has a 50-day simple moving average of $42.20 and a 200 day simple moving average of $40.40.

First Trust Morningstar Dividend Leaders Index Company Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding FDL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDLFree Report).

Institutional Ownership by Quarter for First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

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