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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Sugarloaf Wealth Management
Georgia
$32.9K – – –
OC
327
Oakworth Capital
Alabama
$31.2K – – –
TRCT
328
Tower Research Capital (TRC)
New York
$31K +$26.5K +725 +541%
NSIM
329
North Star Investment Management
Illinois
$30.4K – – –
EDRH
330
Edmond de Rothschild Holding
Switzerland
$30.2K – – –
NFSG
331
Newbridge Financial Services Group
Florida
$28.9K -$38.6K -1,056 -56%
DAC
332
Dividend Assets Capital
South Carolina
$26K – – –
IFAM
333
Institutional & Family Asset Management
Colorado
$25.7K +$256 +7 +1%
FCA
334
FinTrust Capital Advisors
South Carolina
$23.9K – – –
AA
335
AlphaMark Advisors
Kentucky
$22K – – –
BA
336
Bellwether Advisors
Nebraska
$19K +$19.6K +535 New
RWM
337
Raffa Wealth Management
District of Columbia
$18.7K – – –
WIM
338
Westside Investment Management
California
$17.8K – – –
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$14.2K – – –
CPFP
340
Clear Perspectives Financial Planning
Ohio
$13.8K -$5.73M -156,572 -100%
PFA
341
Pathway Financial Advisers
Indiana
$13.4K +$110 +3 +0.8%
NC
342
NewSquare Capital
Pennsylvania
$12.6K +$13K +355 New
MSFP
343
Mark Sheptoff Financial Planning
Connecticut
$12.4K – – –
Jones Financial Companies
344
Jones Financial Companies
Missouri
$10.9K +$11.2K +306 New
TWC
345
TD Waterhouse Canada
Ontario, Canada
$10.3K +$10.5K +288 New
KFI
346
Key Financial Inc
Pennsylvania
$10K – – –
FP
347
Financial Perspectives
Minnesota
$9.76K – – –
FMTCOCP
348
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K – – –
GI
349
Gradient Investments
Minnesota
$8.24K – – –
CP
350
Castleview Partners
Texas
$7.24K +$3.88K +106 +108%