Cozad Asset Management Inc. Has $6.19 Million Holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Cozad Asset Management Inc. lifted its holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 6.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 153,664 shares of the exchange traded fund’s stock after purchasing an additional 8,718 shares during the period. Cozad Asset Management Inc. owned 0.15% of First Trust Morningstar Dividend Leaders Index worth $6,187,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Raymond James Financial Inc. bought a new position in First Trust Morningstar Dividend Leaders Index in the 4th quarter worth $127,327,000. LPL Financial LLC raised its holdings in First Trust Morningstar Dividend Leaders Index by 7.2% in the 3rd quarter. LPL Financial LLC now owns 8,454,951 shares of the exchange traded fund’s stock worth $354,685,000 after acquiring an additional 566,772 shares during the period. Rockport Wealth LLC raised its holdings in First Trust Morningstar Dividend Leaders Index by 19.6% in the 4th quarter. Rockport Wealth LLC now owns 1,951,507 shares of the exchange traded fund’s stock worth $78,568,000 after acquiring an additional 319,857 shares during the period. Strategic Financial Concepts LLC raised its holdings in First Trust Morningstar Dividend Leaders Index by 4,323.7% in the 4th quarter. Strategic Financial Concepts LLC now owns 233,968 shares of the exchange traded fund’s stock worth $9,420,000 after acquiring an additional 228,679 shares during the period. Finally, McAdam LLC bought a new position in First Trust Morningstar Dividend Leaders Index in the 4th quarter worth $7,729,000.

First Trust Morningstar Dividend Leaders Index Price Performance

Shares of FDL opened at $43.06 on Monday. The company’s fifty day moving average price is $42.04 and its 200 day moving average price is $41.90. First Trust Morningstar Dividend Leaders Index has a one year low of $36.31 and a one year high of $44.35. The company has a market capitalization of $5.19 billion, a PE ratio of 17.05 and a beta of 0.87.

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.