Twin Peaks Wealth Advisors LLC Has $361,000 Stock Holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Twin Peaks Wealth Advisors LLC boosted its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 13.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,967 shares of the exchange traded fund’s stock after acquiring an additional 1,060 shares during the period. Twin Peaks Wealth Advisors LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $361,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Blue Trust Inc. acquired a new position in shares of First Trust Morningstar Dividend Leaders Index in the 3rd quarter valued at $46,000. Synergy Asset Management LLC acquired a new position in shares of First Trust Morningstar Dividend Leaders Index in the 4th quarter valued at $46,000. Valley National Advisers Inc. grew its holdings in shares of First Trust Morningstar Dividend Leaders Index by 339.2% in the 3rd quarter. Valley National Advisers Inc. now owns 2,534 shares of the exchange traded fund’s stock valued at $105,000 after buying an additional 1,957 shares during the period. Assetmark Inc. grew its holdings in shares of First Trust Morningstar Dividend Leaders Index by 14.4% in the 3rd quarter. Assetmark Inc. now owns 3,042 shares of the exchange traded fund’s stock valued at $128,000 after buying an additional 382 shares during the period. Finally, Crews Bank & Trust acquired a new position in shares of First Trust Morningstar Dividend Leaders Index in the 4th quarter valued at $143,000.

First Trust Morningstar Dividend Leaders Index Stock Up 0.6 %

Shares of FDL stock opened at $43.57 on Tuesday. First Trust Morningstar Dividend Leaders Index has a 12-month low of $36.19 and a 12-month high of $44.07. The firm has a market capitalization of $4.97 billion, a price-to-earnings ratio of 19.12 and a beta of 0.90. The firm has a fifty day moving average of $41.21 and a 200-day moving average of $41.63.

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.