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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
226
Icon Wealth Advisors
Texas
$983K +$2.3K +47 +0.2%
SVWAG
227
Sound View Wealth Advisors Group
Georgia
$970K +$15.9K +326 +2%
DWP
228
Daymark Wealth Partners
Ohio
$968K -$173K -3,534 -16%
FHA
229
Flagship Harbor Advisors
Massachusetts
$963K +$927K +18,958 New
LW
230
Linscomb Wealth
Texas
$952K -$88.2K -1,804 -9%
BW
231
Basepoint Wealth
Iowa
$949K +$44.4K +909 +5%
IIM
232
Illumine Investment Management
Washington
$942K +$277K +5,673 +44%
CA
233
Crumly & Associates
Illinois
$941K +$33.5K +685 +4%
Focus Partners Wealth
234
Focus Partners Wealth
Massachusetts
$923K +$281K +5,754 +46%
PFPG
235
Pinnacle Financial Partners (Georgia)
Georgia
$917K -$92.4K -1,891 -9%
RPGK
236
Retirement Planning Group (Kansas)
Kansas
$904K +$869K +17,791 New
CIAS
237
Capital Investment Advisory Services
North Carolina
$896K -$31.7K -649 -4%
HAG
238
HighPoint Advisor Group
Illinois
$886K -$118K -2,405 -12%
TI
239
tru Independence
Oregon
$869K +$440 +9 +0.1%
Betterment LLC
240
Betterment LLC
New York
$866K -$16.3K -334 -2%
CWM
241
Connecticut Wealth Management
Connecticut
$864K
PSFG
242
Park Square Financial Group
Georgia
$863K -$617K -12,617 -43%
KFGK
243
Keystone Financial Group (Kentucky)
Kentucky
$860K +$1.12K +23 +0.1%
WWA
244
WCG Wealth Advisors
Nevada
$846K +$5.91K +121 +0.7%
ACA
245
Aspire Capital Advisors
Washington
$841K +$190K +3,894 +31%
NA
246
NWM Advisors
California
$826K +$267K +5,473 +51%
GSEP
247
Golden State Equity Partners
California
$816K +$785K +16,062 New
D.E. Shaw & Co
248
D.E. Shaw & Co
New York
$797K -$2.48M -50,679 -76%
FB
249
Finward Bancorp
Indiana
$795K
Vontobel Holding
250
Vontobel Holding
Switzerland
$768K +$95K +1,943 +15%