Assetmark Inc. Has $128,000 Holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Assetmark Inc. boosted its holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) by 14.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,042 shares of the exchange traded fund’s stock after buying an additional 382 shares during the quarter. Assetmark Inc.’s holdings in First Trust Morningstar Dividend Leaders Index were worth $128,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Pathway Financial Advisers LLC boosted its stake in First Trust Morningstar Dividend Leaders Index by 124.5% in the second quarter. Pathway Financial Advisers LLC now owns 723 shares of the exchange traded fund’s stock valued at $27,000 after buying an additional 401 shares in the last quarter. Whittier Trust Co. of Nevada Inc. bought a new position in First Trust Morningstar Dividend Leaders Index in the second quarter valued at about $38,000. Moisand Fitzgerald Tamayo LLC bought a new position in First Trust Morningstar Dividend Leaders Index in the third quarter valued at about $39,000. Blue Trust Inc. bought a new position in First Trust Morningstar Dividend Leaders Index in the third quarter valued at about $46,000. Finally, Strategic Financial Concepts LLC raised its position in First Trust Morningstar Dividend Leaders Index by 1,737.5% in the second quarter. Strategic Financial Concepts LLC now owns 164,030 shares of the exchange traded fund’s stock valued at $62,000 after purchasing an additional 155,103 shares during the last quarter.

First Trust Morningstar Dividend Leaders Index Trading Down 0.4 %

First Trust Morningstar Dividend Leaders Index stock opened at $41.96 on Monday. The company has a market capitalization of $4.38 billion, a PE ratio of 12.51 and a beta of 0.73. First Trust Morningstar Dividend Leaders Index has a 12 month low of $33.33 and a 12 month high of $42.96. The stock has a 50-day moving average price of $41.92 and a two-hundred day moving average price of $40.11.

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.