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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
251
Bank of New York Mellon
New York
$749K -$333K -6,672 -30%
WA
252
Waverly Advisors
Alabama
$732K +$69.5K +1,393 +10%
BCM
253
Brookstone Capital Management
Illinois
$720K +$20.9K +418 +3%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$718K +$3.14K +63 +0.4%
PSFG
255
Park Square Financial Group
Georgia
$714K -$116K -2,318 -14%
BPA
256
Beacon Pointe Advisors
California
$712K +$482K +9,657 +194%
GRP
257
Global Retirement Partners
California
$710K +$728K +14,585 New
EW
258
Entruity Wealth
California
$709K -$1.08M -21,702 -60%
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$700K -$338K -6,772 -32%
KF
260
Krilogy Financial
Missouri
$688K
XF
261
XML Financial
Maryland
$686K +$53.4K +1,071 +8%
CA
262
CoreCap Advisors
Michigan
$685K -$46.1K -923 -6%
AWM
263
Accel Wealth Management
Iowa
$681K -$798 -16 -0.1%
SAI
264
Savvy Advisors Inc
New York
$676K +$694K +13,900 New
PA
265
PFG Advisors
Arizona
$673K -$21.3K -426 -3%
WCG
266
Weaver Consulting Group
California
$670K -$8.13K -163 -1%
MYIA
267
Mount Yale Investment Advisors
Colorado
$665K +$9.73K +195 +1%
1W
268
1776 Wealth
Georgia
$661K
MQWP
269
Morey & Quinn Wealth Partners
Nebraska
$649K -$57.5K -1,153 -8%
Vontobel Holding
270
Vontobel Holding
Switzerland
$648K -$90K -1,803 -12%
GSIAS
271
Garden State Investment Advisory Services
New Jersey
$643K +$51.6K +1,035 +9%
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$639K +$656K +13,137 New
PIAS
273
PCA Investment Advisory Services
Ohio
$638K +$16.5K +331 +3%
PIA
274
Perennial Investment Advisors
California
$622K -$63.7K -1,277 -9%
CW
275
CreativeOne Wealth
Kansas
$619K -$68.9K -1,381 -10%