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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WW
251
Waterfront Wealth
Kansas
$302K +$4K +111 +1%
OPA
252
Old Port Advisors
Maine
$301K
MA
253
Mutual Advisors
Nebraska
$295K +$8.51K +236 +3%
LWA
254
Lineweaver Wealth Advisors
Ohio
$293K -$97.5K -2,706 -25%
BFA
255
Beacon Financial Advisory
Ohio
$289K +$2.02K +56 +0.7%
SPI
256
Santori & Peters Inc
Pennsylvania
$289K +$285K +7,901 New
MA
257
MJP Associates
Connecticut
$287K
WAS
258
WESPAC Advisors SoCal
California
$276K
SDH
259
Sloy Dahl & Holst
Washington
$271K
PWP
260
Principle Wealth Partners
Connecticut
$265K +$262K +7,260 New
CFCI
261
Comprehensive Financial Consultants Institutional
Indiana
$265K +$252K +6,980 New
BWM
262
BCS Wealth Management
Tennessee
$255K
IWN
263
Independent Wealth Network
Iowa
$254K +$251K +6,958 New
SWM
264
Spire Wealth Management
Virginia
$254K +$184K +5,108 +277%
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$253K +$244K +6,758 New
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$252K +$249K +6,899 New
IFS
267
Ifrah Financial Services
Arkansas
$247K +$243K +6,748 New
IFWM
268
Institute for Wealth Management
Colorado
$245K -$3.35K -93 -1%
BF
269
BOK Financial
Oklahoma
$244K +$241K +6,684 New
CA
270
Calton & Associates
Florida
$241K -$6.99K -194 -3%
TA
271
TrueWealth Advisors
Alabama
$239K +$236K +6,544 New
MFA
272
Mayflower Financial Advisors
Massachusetts
$239K +$235K +6,525 New
BFPW
273
BOK Financial Private Wealth
Colorado
$236K +$112K +3,104 +93%
LNC
274
Lincoln National Corp
Pennsylvania
$235K -$209K -5,788 -47%
AWM
275
Avior Wealth Management
Nebraska
$233K +$2.45K +68 +1%