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

Holistic Planning LLC trimmed its position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 6.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 7,967 shares of the exchange traded fund’s stock after selling 560 shares during the quarter. Holistic Planning LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $321,000 as of its most recent SEC filing.

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

First Trust Morningstar Dividend Leaders Index Price Performance

FDL opened at $41.53 on Monday. The business has a fifty day simple moving average of $41.34 and a 200 day simple moving average of $41.35. First Trust Morningstar Dividend Leaders Index has a 1 year low of $35.45 and a 1 year 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.

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.