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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
251
Moseley Investment Management
Florida
$551K +$29.5K +698 +6%
LSA
252
Lion Street Advisors
Texas
$550K -$403K -9,536 -43%
WFA
253
WMG Financial Advisors
Tennessee
$546K
IWM
254
Iams Wealth Management
Nebraska
$544K -$15.4K -364 -3%
HH
255
Hilltop Holdings
Texas
$541K -$23.3K -551 -4%
SG
256
StoneX Group
New York
$535K -$203K -4,806 -28%
CAM
257
Cresset Asset Management
Illinois
$534K -$173K -4,098 -25%
MWA
258
Merkkuri Wealth Advisors
New York
$526K
MFIM
259
Mesirow Financial Investment Management
Illinois
$525K
LFAS
260
Level Four Advisory Services
Texas
$521K -$250K -5,907 -33%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$519K +$505K +11,950 New
MSFS
262
Main Street Financial Solutions
Pennsylvania
$515K +$33.3K +788 +7%
IIM
263
Illumine Investment Management
Washington
$510K -$111K -2,626 -18%
SF
264
Synovus Financial
Georgia
$504K +$19.9K +471 +4%
WCG
265
Weaver Consulting Group
California
$503K
SS
266
Sunbelt Securities
Texas
$498K +$45K +1,066 +10%
Corient Private Wealth
267
Corient Private Wealth
Florida
$492K -$13.5K -319 -3%
SFC
268
Strategic Financial Concepts
Texas
$489K +$4.06K +96 +0.9%
RIA
269
Regal Investment Advisors
Michigan
$485K
PIAS
270
PCA Investment Advisory Services
Ohio
$485K -$13.1K -311 -3%
FPAS
271
Focus Partners Advisor Solutions
Missouri
$462K +$450K +10,643 New
TPWA
272
Twin Peaks Wealth Advisors
California
$457K +$104K +2,454 +27%
SF
273
SageOak Financial
Oklahoma
$456K -$546K -12,921 -55%
MIM
274
MTM Investment Management
South Carolina
$453K
CA
275
Continuum Advisory
Idaho
$453K -$27.6K -654 -6%