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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
276
MONECO Advisors
Connecticut
$248K +$44K +1,203 +21%
BWM
277
BCS Wealth Management
Tennessee
$247K – – –
MIM
278
Moseley Investment Management
Florida
$245K +$20.1K +550 +9%
IWN
279
Independent Wealth Network
Iowa
$243K -$4.39K -120 -2%
GWANC
280
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$250K +6,838 New
BCA
281
Bay Colony Advisors
Massachusetts
$241K +$27.4K +748 +12%
BA
282
Ballew Advisors
Mississippi
$238K +$259K +7,091 New
IFWM
283
Institute for Wealth Management
Colorado
$237K – – –
IFS
284
Ifrah Financial Services
Arkansas
$237K -$2.56K -70 -1%
TA
285
TrueWealth Advisors
Alabama
$233K +$878 +24 +0.4%
CCB
286
Cutter & Co Brokerage
Missouri
$232K +$239K +6,525 New
SFC
287
Strategic Financial Concepts
Texas
$231K +$238K +6,517 New
LNC
288
Lincoln National Corp
Pennsylvania
$229K +$768 +21 +0.3%
AWM
289
Avior Wealth Management
Nebraska
$229K +$2.05K +56 +0.9%
WP
290
Wealthspan Partners
Iowa
$228K +$235K +6,432 New
FWP
291
Firethorn Wealth Partners
Georgia
$226K +$29.5K +806 +15%
HGWM
292
Horst & Graben Wealth Management
Oregon
$225K +$232K +6,352 New
SF
293
Synovus Financial
Georgia
$221K -$3.58K -98 -2%
CWM
294
Concentrum Wealth Management
California
$220K +$227K +6,205 New
RT
295
Rockland Trust
Massachusetts
$219K -$3.04K -83 -1%
LI
296
LVZ Inc
Michigan
$219K +$6.77K +185 +3%
CRWM
297
Castle Rock Wealth Management
California
$217K +$232K +6,330 New
SIM
298
Sterling Investment Management
Arizona
$217K – – –
BFPW
299
BOK Financial Private Wealth
Colorado
$215K -$14.6K -400 -6%
WANY
300
Wealthspire Advisors (New York)
New York
$213K – – –
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12
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