We are live on ! Find out more
FDL icon

First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CF
226
Centaurus Financial
California
$550K +$194K +4,615 +51%
MQWP
227
Morey & Quinn Wealth Partners
Nebraska
$538K +$561K +13,363 New
RFG
228
REAP Financial Group
Texas
$533K -$13.8K -329 -2%
HH
229
Hilltop Holdings
Texas
$524K -$6.76K -161 -1%
IWM
230
Iams Wealth Management
Nebraska
$519K -$23.1K -551 -4%
PPWM
231
Paragon Private Wealth Management
Kentucky
$517K -$3.4K -81 -0.6%
FHA
232
Flagship Harbor Advisors
Massachusetts
$515K +$53.3K +1,270 +11%
WFA
233
WMG Financial Advisors
Tennessee
$506K
MWA
234
Merkkuri Wealth Advisors
New York
$488K -$100K -2,385 -16%
MFIM
235
Mesirow Financial Investment Management
Illinois
$487K
Bank of New York Mellon
236
Bank of New York Mellon
New York
$485K +$263K +6,263 +108%
MIM
237
Moseley Investment Management
Florida
$482K +$22.5K +535 +5%
EA
238
Ergawealth Advisors
Illinois
$480K -$401K -9,561 -45%
Corient Private Wealth
239
Corient Private Wealth
Florida
$469K -$48.4K -1,153 -9%
WCG
240
Weaver Consulting Group
California
$466K
PIAS
241
PCA Investment Advisory Services
Ohio
$462K -$2.94K -70 -0.6%
KWA
242
Kingswood Wealth Advisors
California
$458K +$477K +11,371 New
RIA
243
Regal Investment Advisors
Michigan
$450K -$61K -1,453 -12%
SFC
244
Strategic Financial Concepts
Texas
$450K +$247K +5,882 +111%
SF
245
Synovus Financial
Georgia
$449K +$38.2K +910 +9%
XF
246
XML Financial
Maryland
$446K -$81.7K -1,947 -15%
CA
247
Continuum Advisory
Idaho
$446K +$24.6K +585 +6%
MSFS
248
Main Street Financial Solutions
Pennsylvania
$446K -$5.37K -128 -1%
FH
249
FWG Holdings
Florida
$441K +$126 +3 +0%
CA
250
Calton & Associates
Florida
$439K +$224K +5,335 +96%