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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
326
Institute for Wealth Management
Colorado
$283K
BJL
327
Brighton Jones LLC
Washington
$274K +$1.61K +38 +0.6%
LMKC
328
L.M. Kohn & Company
Ohio
$273K
HWA
329
Heartwood Wealth Advisors
Virginia
$271K
OPA
330
Old Port Advisors
Maine
$269K -$12.5K -295 -5%
TCPW
331
Twin City Private Wealth
North Carolina
$265K +$5.41K +128 +2%
BFPW
332
BOK Financial Private Wealth
Colorado
$263K
WANY
333
Wealthspire Advisors (New York)
New York
$261K
FIM
334
Freedom Investment Management
Connecticut
$254K -$8.2K -194 -3%
SWA
335
Stratos Wealth Advisors
Ohio
$254K +$2.07K +49 +0.8%
ACA
336
Aptus Capital Advisors
Alabama
$254K -$367K -8,686 -60%
SIM
337
Sterling Investment Management
Arizona
$252K
MA
338
Mutual Advisors
Nebraska
$249K -$2.87K -68 -1%
Betterment LLC
339
Betterment LLC
New York
$248K +$242K +5,720 New
CCC
340
Compass Capital Corp
Massachusetts
$247K
William Blair & Company
341
William Blair & Company
Illinois
$245K
VWM
342
Venturi Wealth Management
Texas
$243K
TAM
343
Tucker Asset Management
Colorado
$242K -$45.5K -1,077 -16%
CF
344
Claris Financial
Virginia
$240K
MFG
345
Merit Financial Group
Georgia
$240K +$234K +5,527 New
HGWM
346
Horst & Graben Wealth Management
Oregon
$240K +$1.73K +41 +0.7%
BDFN
347
Bond & Devick Financial Network
Minnesota
$239K
SWM
348
Spire Wealth Management
Virginia
$238K +$12.4K +294 +6%
SFS
349
Sowell Financial Services
Arkansas
$237K +$230K +5,453 New
FH
350
Financial Harvest
Florida
$236K -$324K -7,676 -85%