Holistic Planning LLC Has $321,000 Holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Holistic Planning LLC trimmed its position in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 6.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,967 shares of the exchange traded fund’s stock after selling 560 shares during the period. Holistic Planning LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $321,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in FDL. Valley National Advisers Inc. lifted its stake in First Trust Morningstar Dividend Leaders Index by 33.6% during the fourth quarter. Valley National Advisers Inc. now owns 3,386 shares of the exchange traded fund’s stock worth $135,000 after purchasing an additional 852 shares during the last quarter. McAdam LLC bought a new position in First Trust Morningstar Dividend Leaders Index in the fourth quarter valued at about $7,729,000. Spire Wealth Management raised its stake in First Trust Morningstar Dividend Leaders Index by 13.4% during the fourth quarter. Spire Wealth Management now owns 5,192 shares of the exchange traded fund’s stock worth $209,000 after acquiring an additional 614 shares in the last quarter. Clear Creek Financial Management LLC acquired a new stake in shares of First Trust Morningstar Dividend Leaders Index in the 4th quarter valued at approximately $859,000. Finally, Calton & Associates Inc. grew its holdings in shares of First Trust Morningstar Dividend Leaders Index by 95.8% during the 4th quarter. Calton & Associates Inc. now owns 10,902 shares of the exchange traded fund’s stock valued at $439,000 after purchasing an additional 5,335 shares during the last quarter.

First Trust Morningstar Dividend Leaders Index Stock Performance

Shares of NYSEARCA:FDL opened at $41.53 on Monday. First Trust Morningstar Dividend Leaders Index has a 52-week low of $35.45 and a 52-week high of $44.07. The company has a market capitalization of $4.33 billion, a PE ratio of 12.51 and a beta of 0.73. The company has a fifty day moving average of $41.34 and a 200-day moving average of $41.35.

First Trust Morningstar Dividend Leaders Index 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.