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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
276
Great Valley Advisor Group
Delaware
$249K +$237K +6,483 New
AFG
277
ABLE Financial Group
Arizona
$248K -$52.9K -1,446 -18%
RA
278
RFG Advisory
Alabama
$243K -$88.2K -2,408 -28%
HWA
279
Heartwood Wealth Advisors
Virginia
$240K -$86K -2,348 -27%
CWP
280
Core Wealth Partners
California
$237K +$15.2K +415 +7%
SWP
281
Semus Wealth Partners
Florida
$236K -$17K -465 -7%
BFPW
282
BOK Financial Private Wealth
Colorado
$233K
BPA
283
Beacon Pointe Advisors
California
$233K -$3.92K -107 -2%
SP
284
Sequent Planning
Nebraska
$232K +$221K +6,030 New
SCM
285
Sebold Capital Management
Illinois
$232K
CBFP
286
Cedar Brook Financial Partners
Ohio
$231K +$696 +19 +0.3%
WANY
287
Wealthspire Advisors (New York)
New York
$231K
ACP
288
Aveo Capital Partners
Colorado
$223K -$19.4K -530 -8%
SIM
289
Sterling Investment Management
Arizona
$223K
Bank of New York Mellon
290
Bank of New York Mellon
New York
$222K -$1.38M -37,741 -87%
HCP
291
Hexagon Capital Partners
Arkansas
$215K
BDFN
292
Bond & Devick Financial Network
Minnesota
$212K +$202K +5,511 New
FCI
293
Financial Counselors Inc
Kansas
$208K +$198K +5,413 New
TA
294
TrueWealth Advisors
Alabama
$208K +$198K +5,400 New
USCWA
295
U.S. Capital Wealth Advisors
Texas
$208K +$198K +5,400 New
HGWM
296
Horst & Graben Wealth Management
Oregon
$207K +$197K +5,369 New
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$207K +$196K +5,364 New
SFP
298
Sweet Financial Partners
Minnesota
$205K +$195K +5,319 New
RIA
299
Realta Investment Advisors
Delaware
$204K -$54.7K -1,494 -22%
SWM
300
Spire Wealth Management
Virginia
$182K +$293 +8 +0.2%