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First Trust Morningstar Dividend Leaders Index Fund
FDL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 775 M +USD 83.4 M +1,672,115 +12%
Morgan Stanley
2
Morgan Stanley
New York
USD 433 M -USD 2.42 M -48,562 -0.5%
Ameriprise
3
Ameriprise
Minnesota
USD 277 M +USD 20.8 M +416,527 +8%
Raymond James Financial
4
Raymond James Financial
Florida
USD 247 M +USD 3.54 M +71,016 +1%
Wells Fargo
5
Wells Fargo
California
USD 158 M +USD 4.71 M +94,342 +3%
Bank of America
6
Bank of America
North Carolina
USD 125 M +USD 1.75 M +35,048 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
USD 124 M +USD 5.64 M +113,056 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 120 M -USD 268 k -5,368 -0.2%
UBS Group
9
UBS Group
Switzerland
USD 120 M +USD 4.03 M +80,787 +3%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
USD 110 M +USD 15.6 M +311,652 +16%
Jones Financial Companies
11
Jones Financial Companies
Missouri
USD 85 M +USD 14.3 M +287,379 +20%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 84.3 M +USD 12.1 M +243,460 +16%
Csenge Advisory Group
13
Csenge Advisory Group
Florida
USD 84.1 M +USD 7.89 M +158,039 +10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 74.2 M +USD 5.21 M +104,421 +7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
USD 62.4 M +USD 1.7 M +34,084 +3%
Stifel Financial
16
Stifel Financial
Missouri
USD 59.1 M -USD 1.14 M -22,778 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 48.5 M +USD 4.12 M +82,658 +9%
Rockport Wealth
18
Rockport Wealth
Ohio
USD 47.8 M +USD 4.86 M +97,344 +11%
Private Advisor Group
19
Private Advisor Group
New Jersey
USD 47.2 M -USD 12.5 M -250,167 -21%
Truist Financial
20
Truist Financial
North Carolina
USD 44 M +USD 7.45 M +149,267 +20%
Kestra Advisory Services
21
Kestra Advisory Services
Texas
USD 35.3 M +USD 1.42 M +28,387 +4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
USD 31.4 M -USD 567 k -11,353 -2%
TRUE Private Wealth Advisors
23
TRUE Private Wealth Advisors
Oregon
USD 30.5 M -USD 5.53 M -110,792 -15%
Baird Financial Group
24
Baird Financial Group
Wisconsin
USD 28.3 M -USD 624 k -12,507 -2%
SEP
25
Southland Equity Partners
Missouri
USD 27.3 M +USD 174 k +3,485 +0.6%
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