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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
226
KPP Advisory Services
Kentucky
$979K -$4.69K -94 -0.5%
IIM
227
Illumine Investment Management
Washington
$979K -$925K -18,544 Closed
CWM
228
Cornerstone Wealth Management
Missouri
$968K +$1.5K +30 +0.2%
CA
229
Crumly & Associates
Illinois
$956K +$56.1K +1,124 +6%
IWA
230
Icon Wealth Advisors
Texas
$955K -$2.35K -47 -0.2%
KA
231
Kovack Advisors
Florida
$950K -$89.6K -1,795 -8%
MCA
232
MSH Capital Advisors
Arizona
$939K +$727K +14,577 +309%
PFPG
233
Pinnacle Financial Partners (Georgia)
Georgia
$916K +$37.9K +759 +4%
JHC
234
J. Hagan Capital
Kentucky
$910K +$216K +4,320 +30%
CFM
235
Compass Financial Management
Florida
$908K +$931K +18,660 New
NA
236
NWM Advisors
California
$893K +$105K +2,111 +13%
IF
237
Intrua Financial
Texas
$857K -$111K -2,219 -11%
SWM
238
SHP Wealth Management
Massachusetts
$839K -$192K -3,850 -18%
CIAS
239
Capital Investment Advisory Services
North Carolina
$837K -$22.7K -454 -3%
XT
240
XTX Topco
Cayman Islands
$835K +$856K +17,156 New
UBG
241
United Bank (Georgia)
Georgia
$832K +$136K +2,720 +19%
TI
242
tru Independence
Oregon
$831K -$1.35K -27 -0.2%
CWM
243
Connecticut Wealth Management
Connecticut
$827K
KFGK
244
Keystone Financial Group (Kentucky)
Kentucky
$824K
LW
245
Linscomb Wealth
Texas
$821K -$92.6K -1,855 -10%
CWA
246
Crux Wealth Advisors
California
$813K +$479K +9,591 +135%
HAG
247
HighPoint Advisor Group
Illinois
$812K -$37.4K -750 -4%
GVAG
248
Great Valley Advisor Group
Delaware
$768K +$445K +8,924 +130%
FB
249
Finward Bancorp
Indiana
$762K
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$755K -$132K -2,654 -15%