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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
326
Beacon Pointe Advisors
California
$289K +$1.98K +48 +0.7%
ES
327
Eagle Strategies
New York
$288K +$10.1K +245 +4%
CWA
328
Crux Wealth Advisors
California
$287K +$3.06K +74 +1%
PFA
329
Pinnacle Family Advisors
Missouri
$286K -$590K -14,287 -68%
SFC
330
Swisher Financial Concepts
Ohio
$283K -$7.02K -170 -2%
WW
331
Waterfront Wealth
Kansas
$280K -$9.91K -240 -3%
FAN
332
Financial Advisors Network
California
$280K – – –
CHAM
333
Clear Harbor Asset Management
Connecticut
$277K -$13.6K -330 -5%
WAM
334
WealthTrust Asset Management
Florida
$274K -$68.6K -1,662 -20%
RFC
335
Regions Financial Corp
Alabama
$273K -$24K -581 -8%
IFWM
336
Institute for Wealth Management
Colorado
$272K – – –
FIM
337
Freedom Investment Management
Connecticut
$271K +$25.8K +624 +11%
MA
338
Mutual Advisors
Nebraska
$269K +$1.78K +43 +0.7%
TSMHT
339
Thurston Springer Miller Herd & Titak
Indiana
$268K +$57.4K +1,389 +28%
ACA
340
Aptus Capital Advisors
Alabama
$267K +$21.8K +529 +9%
BJL
341
Brighton Jones LLC
Washington
$266K +$2.11K +51 +0.8%
LMKC
342
L.M. Kohn & Company
Ohio
$263K – – –
VNA
343
Valley National Advisers
Pennsylvania
$262K +$38.6K +935 +18%
HWA
344
Heartwood Wealth Advisors
Virginia
$262K – – –
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$260K +$256K +6,208 New
TCPW
346
Twin City Private Wealth
North Carolina
$257K +$1.53K +37 +0.6%
HP
347
Hilltop Partners
Indiana
$255K +$252K +6,101 New
BFPW
348
BOK Financial Private Wealth
Colorado
$254K – – –
WANY
349
Wealthspire Advisors (New York)
New York
$251K – – –
AG
350
AmeriFlex Group
Nevada
$250K -$364K -8,809 -60%
12 13
14
15 16