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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
301
Park Avenue Securities
New York
$409K +$187K +4,285 +87%
FH
302
Financial Harvest
Florida
$402K
MIA
303
MMBG Investment Advisors
Florida
$399K +$392K +9,000 New
CG
304
Caprock Group
Idaho
$390K
QCM
305
Quantinno Capital Management
New York
$382K +$375K +8,605 New
Corient Private Wealth
306
Corient Private Wealth
Florida
$380K -$29.5K -677 -7%
MWP
307
Madison Wealth Partners
Wisconsin
$378K +$372K +8,533 New
PA
308
Promethium Advisors
Maryland
$372K
XF
309
XML Financial
Maryland
$371K -$127K -2,919 -26%
PPWM
310
Paragon Private Wealth Management
Kentucky
$367K
AssetMark Inc
311
AssetMark Inc
California
$363K -$19.8K -455 -5%
PWA
312
Provenance Wealth Advisors
Florida
$358K +$314K +7,218 +836%
SDH
313
Sloy Dahl & Holst
Washington
$356K
CWGL
314
Cedrus Wealth Group LLC
Minnesota
$354K +$348K +7,980 New
KFAS
315
Keating Financial Advisory Services
Kansas
$347K +$341K +7,837 New
CA
316
Claro Advisors
Massachusetts
$341K +$697 +16 +0.2%
UBG
317
United Bank (Georgia)
Georgia
$336K -$4.05K -93 -1%
WAS
318
WESPAC Advisors SoCal
California
$335K
SWP
319
Semus Wealth Partners
Florida
$335K +$3.7K +85 +1%
IF
320
Integrity Financial
Wyoming
$334K
PWP
321
Principle Wealth Partners
Connecticut
$322K
HP
322
Holistic Planning
Texas
$321K -$25.3K -581 -7%
CWA
323
Crusonia Wealth Advisors
Colorado
$321K +$315K +7,229 New
Koshinski Asset Management
324
Koshinski Asset Management
Illinois
$320K -$3.92K -90 -1%
BWM
325
BCS Wealth Management
Tennessee
$315K +$310K +7,108 New