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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
326
Wolff Wiese Magana
California
$43.7K – – –
RG
327
Retirement Group
California
$40.4K -$5.49K -150 -13%
FFA
328
Farther Finance Advisors
California
$38.4K – – –
SWM
329
Sugarloaf Wealth Management
Georgia
$35.6K – – –
KFI
330
Key Financial Inc
Pennsylvania
$34K +$22K +600 +212%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$33K +$31.5K +860 New
NSIM
332
North Star Investment Management
Illinois
$32.9K – – –
PCMC
333
Planning Capital Management Corporation
Pennsylvania
$31.7K +$659 +18 +2%
AA
334
Addison Advisors
Vermont
$30.8K – – –
IFAM
335
Institutional & Family Asset Management
Colorado
$29.2K +$256 +7 +0.9%
PA
336
Pineridge Advisors
Missouri
$23.1K +$22K +600 New
VNA
337
Valley National Advisers
Pennsylvania
$22K +$21.1K +577 New
AA
338
AlphaMark Advisors
Kentucky
$21K – – –
GWS
339
Glassman Wealth Services
Virginia
$20.2K +$19.2K +525 New
FMB
340
Field & Main Bank
Kentucky
$19.9K +$18.9K +517 New
GAA
341
Global Assets Advisory
Florida
$19.2K +$18.3K +500 New
AF
342
Advisornet Financial
Minnesota
$19.2K – – –
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$15.4K – – –
NB
344
NBT Bank
New York
$15.4K – – –
NBT
345
Northwest Bank & Trust
Iowa
$13.7K – – –
NC
346
NewSquare Capital
Pennsylvania
$13.7K – – –
MSFP
347
Mark Sheptoff Financial Planning
Connecticut
$13.5K – – –
GEA
348
Glen Eagle Advisors
New Jersey
$12.5K – – –
PFA
349
Pathway Financial Advisers
Indiana
$12.4K – – –
FP
350
Financial Perspectives
Minnesota
$10.6K – – –