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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
351
EverSource Wealth Advisors
Alabama
$316K
BJL
352
Brighton Jones LLC
Washington
$316K -$549 -11 -0.2%
CFG
353
Citizens Financial Group
Rhode Island
$316K +$3.04K +61 +0.9%
LFA
354
Laraway Financial Advisors
Minnesota
$306K -$5.84K -117 -2%
WF
355
Whelan Financial
California
$304K
William Blair & Company
356
William Blair & Company
Illinois
$304K +$150 +3 +0%
CHAM
357
Clear Harbor Asset Management
Connecticut
$303K
SF
358
Sun Financial
Utah
$298K +$1.65K +33 +0.6%
AFG
359
Atomi Financial Group
New York
$297K +$27K +542 +10%
HP
360
Hilltop Partners
Indiana
$297K -$10.5K -210 -3%
FAN
361
Financial Advisors Network
California
$295K -$25.4K -509 -8%
BFPW
362
BOK Financial Private Wealth
Colorado
$295K
SW
363
Simplicity Wealth
New Jersey
$292K +$299K +5,994 New
EWS
364
Evergreen Wealth Solutions
Pennsylvania
$288K +$2.6K +52 +1%
Nuveen
365
Nuveen
North Carolina
$288K +$295K +5,913 New
SFC
366
Strategic Financial Concepts
Texas
$285K -$236K -4,733 -45%
VPW
367
Vaquero Private Wealth
Texas
$284K +$292K +5,844 New
SIM
368
Sterling Investment Management
Arizona
$282K
CPSC
369
Carl P. Sherr & Co
Massachusetts
$281K +$289K +5,785 New
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$280K -$24.8K -496 -8%
CWP
371
Cyndeo Wealth Partners
Florida
$279K -$349 -7 -0.1%
SC
372
Savant Capital
Illinois
$279K +$6.89K +138 +2%
HSA
373
HBK Sorce Advisory
Pennsylvania
$277K +$5.94K +119 +2%
TCPW
374
Twin City Private Wealth
North Carolina
$276K +$2.05K +41 +0.7%
VWM
375
Venturi Wealth Management
Texas
$273K