JFS Wealth Advisors LLC Lowers Position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

JFS Wealth Advisors LLC trimmed its position in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 0.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 154,830 shares of the exchange traded fund’s stock after selling 432 shares during the quarter. JFS Wealth Advisors LLC owned approximately 0.15% of First Trust Morningstar Dividend Leaders Index worth $6,495,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in FDL. International Assets Investment Management LLC grew its position in First Trust Morningstar Dividend Leaders Index by 4,114.5% during 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 buying an additional 5,323,451 shares during the period. Cetera Investment Advisers increased its stake in shares of First Trust Morningstar Dividend Leaders Index by 1,056.4% in the 1st quarter. Cetera Investment Advisers now owns 2,077,685 shares of the exchange traded fund’s stock valued at $79,949,000 after purchasing an additional 1,898,023 shares in the last quarter. Raymond James Financial Services Advisors Inc. raised its holdings in First Trust Morningstar Dividend Leaders Index by 9.5% in the 2nd quarter. Raymond James Financial Services Advisors Inc. now owns 1,941,020 shares of the exchange traded fund’s stock worth $73,623,000 after purchasing an additional 167,698 shares during the period. Csenge Advisory Group boosted its position in First Trust Morningstar Dividend Leaders Index by 6.1% during the second quarter. Csenge Advisory Group now owns 1,740,756 shares of the exchange traded fund’s stock worth $66,027,000 after purchasing an additional 99,653 shares in the last quarter. Finally, Cetera Advisors LLC boosted its position in First Trust Morningstar Dividend Leaders Index by 2.4% during the first quarter. Cetera Advisors LLC now owns 1,530,215 shares of the exchange traded fund’s stock worth $58,883,000 after purchasing an additional 36,135 shares in the last quarter.

First Trust Morningstar Dividend Leaders Index Price Performance

First Trust Morningstar Dividend Leaders Index stock opened at $41.84 on Thursday. The stock has a market capitalization of $4.36 billion, a PE ratio of 12.51 and a beta of 0.73. The business has a 50 day simple moving average of $41.70 and a 200-day simple moving average of $39.67. First Trust Morningstar Dividend Leaders Index has a 12 month low of $31.95 and a 12 month high of $42.70.

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.