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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
Flagship Harbor Advisors
Massachusetts
$787K +$48.2K +1,168 +7%
CA
227
Continuum Advisory
Idaho
$779K +$338K +8,180 +79%
IF
228
Intrua Financial
Texas
$774K +$36.1K +875 +5%
CIAS
229
Capital Investment Advisory Services
North Carolina
$773K -$50.3K -1,218 -6%
Vontobel Holding
230
Vontobel Holding
Switzerland
$768K +$203K +4,907 +37%
AA
231
Armis Advisers
Georgia
$759K -$289K -7,001 -28%
GRP
232
Global Retirement Partners
California
$743K +$733K +17,757 New
Renaissance Technologies
233
Renaissance Technologies
New York
$741K -$4.01M -97,200 -85%
PIA
234
Perennial Investment Advisors
California
$735K -$7.02K -170 -1%
TI
235
tru Independence
Oregon
$721K -$74.5K -1,803 -9%
CWM
236
Connecticut Wealth Management
Connecticut
$712K
TNBTD
237
Trustmark National Bank Trust Department
Mississippi
$712K +$289K +7,000 +70%
HH
238
Hilltop Holdings
Texas
$680K +$156K +3,788 +30%
BW
239
Basepoint Wealth
Iowa
$678K +$18.1K +438 +3%
BAM
240
Belpointe Asset Management
Nevada
$677K -$37.8K -916 -5%
FIA
241
Foundations Investment Advisors
Arizona
$663K +$31.2K +756 +5%
CW
242
CreativeOne Wealth
Kansas
$653K -$91.3K -2,212 -12%
LSA
243
Lion Street Advisors
Texas
$652K +$120K +2,915 +23%
TWP
244
Triad Wealth Partners
Kansas
$642K -$27.9K -676 -4%
FHC
245
First Heartland Consultants
Missouri
$639K -$10.7M -258,486 -94%
KA
246
Kovack Advisors
Florida
$637K -$6.15K -149 -1%
AWM
247
Accel Wealth Management
Iowa
$598K -$12.3K -299 -2%
QFW
248
QTR Family Wealth
Florida
$598K -$27.7K -670 -4%
KFGK
249
Keystone Financial Group (Kentucky)
Kentucky
$589K -$4.38K -106 -0.7%
1W
250
1776 Wealth
Georgia
$575K +$1.45K +35 +0.3%