5,605 Shares in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) Purchased by Venturi Wealth Management LLC

Venturi Wealth Management LLC acquired a new position in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 5,605 shares of the exchange traded fund’s stock, valued at approximately $226,000.

A number of other institutional investors have also recently added to or reduced their stakes in FDL. Blue Trust Inc. purchased a new stake in First Trust Morningstar Dividend Leaders Index during the third quarter worth about $46,000. International Assets Investment Management LLC lifted its holdings in shares of First Trust Morningstar Dividend Leaders Index by 4,114.5% in the third quarter. International Assets Investment Management LLC now owns 5,452,833 shares of the exchange traded fund’s stock valued at $228,746,000 after purchasing an additional 5,323,451 shares in the last quarter. Brighton Jones LLC purchased a new stake in shares of First Trust Morningstar Dividend Leaders Index in the third quarter valued at about $259,000. Silver Oak Securities Incorporated lifted its holdings in shares of First Trust Morningstar Dividend Leaders Index by 15.8% in the third quarter. Silver Oak Securities Incorporated now owns 22,209 shares of the exchange traded fund’s stock valued at $927,000 after purchasing an additional 3,027 shares in the last quarter. Finally, Santori & Peters Inc. lifted its holdings in shares of First Trust Morningstar Dividend Leaders Index by 241.6% in the third quarter. Santori & Peters Inc. now owns 32,861 shares of the exchange traded fund’s stock valued at $1,379,000 after purchasing an additional 23,240 shares in the last quarter.

First Trust Morningstar Dividend Leaders Index Price Performance

Shares of NYSEARCA FDL opened at $43.32 on Friday. First Trust Morningstar Dividend Leaders Index has a 12-month low of $36.19 and a 12-month high of $44.07. The company has a market capitalization of $4.52 billion, a PE ratio of 12.51 and a beta of 0.73. The firm’s 50-day moving average is $41.16 and its two-hundred day moving average is $41.57.

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.