Global Retirement Partners LLC Lowers Holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Global Retirement Partners LLC lowered its position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 2.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,440 shares of the exchange traded fund’s stock after selling 358 shares during the quarter. Global Retirement Partners LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $662,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Proactive Wealth Strategies LLC grew its position in shares of First Trust Morningstar Dividend Leaders Index by 9.4% during the 4th quarter. Proactive Wealth Strategies LLC now owns 78,550 shares of the exchange traded fund’s stock worth $3,162,000 after buying an additional 6,744 shares in the last quarter. Atria Wealth Solutions Inc. boosted its position in First Trust Morningstar Dividend Leaders Index by 19.5% during the fourth quarter. Atria Wealth Solutions Inc. now owns 97,433 shares of the exchange traded fund’s stock valued at $3,933,000 after purchasing an additional 15,888 shares in the last quarter. Venturi Wealth Management LLC purchased a new stake in First Trust Morningstar Dividend Leaders Index in the fourth quarter valued at about $226,000. Fortis Group Advisors LLC raised its stake in First Trust Morningstar Dividend Leaders Index by 8.2% in the fourth quarter. Fortis Group Advisors LLC now owns 137,437 shares of the exchange traded fund’s stock valued at $5,533,000 after buying an additional 10,377 shares during the last quarter. Finally, D.A. Davidson & CO. raised its stake in First Trust Morningstar Dividend Leaders Index by 58.5% in the fourth quarter. D.A. Davidson & CO. now owns 383,307 shares of the exchange traded fund’s stock valued at $15,432,000 after buying an additional 141,525 shares during the last quarter.

First Trust Morningstar Dividend Leaders Index Stock Performance

First Trust Morningstar Dividend Leaders Index stock opened at $43.32 on Friday. First Trust Morningstar Dividend Leaders Index has a one year low of $36.19 and a one year high of $44.07. The stock has a market cap of $4.52 billion, a PE ratio of 12.51 and a beta of 0.73. The stock has a 50-day moving average of $41.16 and a two-hundred day moving average of $41.58.

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.