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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
276
Focus Partners Advisor Solutions
Missouri
$502K +$172K +3,944 +54%
SS
277
Sunbelt Securities
Texas
$501K +$17.9K +411 +4%
NA
278
NWM Advisors
California
$478K +$469K +10,777 New
Bank Julius Baer & Co
279
Bank Julius Baer & Co
Switzerland
$477K +$468K +10,747 New
NAS
280
NWF Advisory Services
California
$477K -$16.8K -385 -3%
MYIA
281
Mount Yale Investment Advisors
Colorado
$470K -$1.59M -36,508 -77%
MSFS
282
Main Street Financial Solutions
Pennsylvania
$464K +$915 +21 +0.2%
MWA
283
Merkkuri Wealth Advisors
New York
$458K +$5.4K +124 +1%
BCM
284
Brookstone Capital Management
Illinois
$453K +$44 +1 +0%
UB
285
UMB Bank
Missouri
$453K +$445K +10,208 New
CAM
286
Cresset Asset Management
Illinois
$445K -$22.7K -521 -5%
IA
287
Integrity Alliance
Iowa
$443K +$211K +4,855 +94%
IWM
288
Iams Wealth Management
Nebraska
$442K -$117K -2,695 -21%
OWA
289
OakTrust Wealth Advisors
Connecticut
$435K +$427K +9,805 New
RC
290
Resolute Capital
South Carolina
$435K +$427K +9,801 New
OIA
291
OneDigital Investment Advisors
Kansas
$433K -$1.63M -37,476 -79%
TWM
292
Topsail Wealth Management
North Carolina
$432K -$10.7K -245 -2%
CF
293
Claris Financial
Virginia
$430K -$915 -21 -0.2%
LSIA
294
LaSalle St. Investment Advisors
Illinois
$428K -$8.36K -192 -2%
MIM
295
MTM Investment Management
South Carolina
$426K -$38.4K -882 -8%
KAS
296
KPP Advisory Services
Kentucky
$419K -$472K -10,841 -53%
SIS
297
Sound Income Strategies
Florida
$413K +$381K +8,745 +3,753%
AWM
298
Avior Wealth Management
Nebraska
$411K +$2.13K +49 +0.5%
AA
299
Ancora Advisors
Ohio
$411K
Cerity Partners
300
Cerity Partners
New York
$411K +$160K +3,685 +66%