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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FP
351
Financial Perspectives
Minnesota
$9.87K
AP
352
Aspect Partners
Virginia
$8.9K +$8.4K +248 New
GI
353
Gradient Investments
Minnesota
$8.32K
BWP
354
Baldwin Wealth Partners
Massachusetts
$7.89K +$7.45K +220 New
BC
355
Barrett & Company
Rhode Island
$7.18K
ME
356
McIlrath & Eck
Washington
$7.18K
IHWM
357
Iron Horse Wealth Management
Iowa
$4.92K +$4.64K +137 New
BWM
358
Baystate Wealth Management
Massachusetts
$3.68K -$2K -59 -37%
T
359
Tidemark
California
$3.66K +$3.46K +102 New
RWM
360
Raffa Wealth Management
District of Columbia
$2.23K -$17.1K -506 -89%
DWMG
361
DB Wealth Management Group
California
$2.01K
CMP
362
Coston McIsaac & Partners
Maine
$1K
HNB
363
Huntington National Bank
Ohio
$36
CM
364
Churchill Management
California
-$4.99M -149,361 Closed
PWM
365
Pacific Wealth Management
California
-$3.93M -117,501 Closed
Bank of Montreal
366
Bank of Montreal
Ontario, Canada
-$2.07M -59,131 Closed
OWM
367
OneAscent Wealth Management
Alabama
-$1.86M -55,667 Closed
NEWAS
368
N.E.W. Advisory Services
Wisconsin
-$1.28M -38,237 Closed
Two Sigma Investments
369
Two Sigma Investments
New York
-$1.12M -33,391 Closed
SIS
370
Strategic Investment Solutions
Illinois
-$1.1M -31,500 Closed
KIA
371
KCM Investment Advisors
California
-$452K -13,509 Closed
HA
372
Herold Advisors
New York
-$422K -12,626 Closed
Millennium Management
373
Millennium Management
New York
-$418K -12,508 Closed
DWM
374
Darwin Wealth Management
Florida
-$411K -12,279 Closed
PWP
375
Pursue Wealth Partners
California
-$334K -10,000 Closed