Priebe Wealth Holdings LLC Has $1.01 Million Stock Position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Priebe Wealth Holdings LLC grew its position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 19.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 24,062 shares of the exchange traded fund’s stock after buying an additional 3,990 shares during the period. First Trust Morningstar Dividend Leaders Index accounts for approximately 0.7% of Priebe Wealth Holdings LLC’s investment portfolio, making the stock its 21st largest holding. Priebe Wealth Holdings LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $1,009,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Pathway Financial Advisers LLC boosted its position in shares of First Trust Morningstar Dividend Leaders Index by 124.5% in the 2nd quarter. Pathway Financial Advisers LLC now owns 723 shares of the exchange traded fund’s stock worth $27,000 after purchasing an additional 401 shares during the last quarter. Moisand Fitzgerald Tamayo LLC acquired a new stake in shares of First Trust Morningstar Dividend Leaders Index in the third quarter valued at about $39,000. Whittier Trust Co. of Nevada Inc. acquired a new stake in shares of First Trust Morningstar Dividend Leaders Index in the second quarter valued at about $38,000. Sound Income Strategies LLC acquired a new stake in shares of First Trust Morningstar Dividend Leaders Index in the first quarter valued at about $62,000. Finally, Palisade Asset Management LLC acquired a new position in First Trust Morningstar Dividend Leaders Index during the first quarter worth approximately $81,000.

First Trust Morningstar Dividend Leaders Index Stock Up 0.8 %

Shares of NYSEARCA FDL opened at $42.11 on Friday. The business’s 50 day moving average price is $41.12 and its two-hundred day moving average price is $39.28. The company has a market cap of $4.39 billion, a PE ratio of 12.51 and a beta of 0.73. First Trust Morningstar Dividend Leaders Index has a twelve month low of $31.47 and a twelve month high of $42.21.

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.