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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
226
Corient Private Wealth
Florida
$443K +$54K +1,476 +13%
PPWM
227
Paragon Private Wealth Management
Kentucky
$442K -$200K -5,454 -30%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$430K +$216K +5,895 +95%
PIAS
229
PCA Investment Advisory Services
Ohio
$428K +$441K +12,054 New
RIA
230
Realta Investment Advisors
Delaware
$428K -$36.6K -1,000 -8%
WFA
231
WMG Financial Advisors
Tennessee
$423K
OAM
232
Oppenheimer Asset Management
New York
$413K -$21.5K -588 -5%
MIM
233
MTM Investment Management
South Carolina
$405K
William Blair & Company
234
William Blair & Company
Illinois
$391K -$20.9K -572 -5%
LFG
235
Larson Financial Group
Missouri
$391K +$170K +4,655 +73%
CAS
236
Coppell Advisory Solutions
Texas
$391K +$77.9K +2,130 +24%
CASC
237
Coppell Advisory Solutions Corp
Texas
$391K +$77.9K +2,130 +24%
FH
238
FWG Holdings
Florida
$376K +$37 +1 +0%
DWM
239
Darwin Wealth Management
Florida
$370K +$373K +10,201 New
CA
240
Calton & Associates
Florida
$368K +$138K +3,775 +57%
AA
241
Ancora Advisors
Ohio
$365K
RFN
242
RDA Financial Network
Iowa
$364K -$9K -246 -2%
IF
243
Integrity Financial
Wyoming
$361K +$372K +10,160 New
PWP
244
Pursue Wealth Partners
California
$355K +$366K +10,000 New
GWSG
245
GPS Wealth Strategies Group
Colorado
$351K -$14K -383 -4%
BEI
246
Benjamin Edwards Inc
Missouri
$341K +$192K +5,254 +121%
AIP
247
Ahrens Investment Partners
Louisiana
$337K -$32.8K -897 -9%
ACA
248
Aptus Capital Advisors
Alabama
$333K +$343K +9,387 New
CFCI
249
Comprehensive Financial Consultants Institutional
Indiana
$332K +$86.5K +2,364 +34%
WAS
250
Wealth Advisory Solutions
Indiana
$330K