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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
351
BOK Financial Private Wealth
Colorado
$268K – – –
WAM
352
WealthTrust Asset Management
Florida
$265K -$25.1K -577 -9%
CHAM
353
Clear Harbor Asset Management
Connecticut
$264K -$18.3K -421 -7%
HSA
354
HBK Sorce Advisory
Pennsylvania
$263K -$4.83K -111 -2%
CWA
355
Crux Wealth Advisors
California
$261K -$84K -1,929 -25%
OCA
356
Odyssey Capital Advisors
Pennsylvania
$261K +$257K +5,893 New
TCPW
357
Twin City Private Wealth
North Carolina
$261K -$12.8K -295 -5%
ACA
358
Aptus Capital Advisors
Alabama
$260K – – –
SIM
359
Sterling Investment Management
Arizona
$257K – – –
CWP
360
Cyndeo Wealth Partners
Florida
$253K +$1.18K +27 +0.5%
SF
361
Sun Financial
Utah
$252K +$248K +5,686 New
VWM
362
Venturi Wealth Management
Texas
$249K – – –
MCA
363
MSH Capital Advisors
Arizona
$248K +$243K +5,586 New
SFC
364
Swisher Financial Concepts
Ohio
$245K – – –
BDFN
365
Bond & Devick Financial Network
Minnesota
$244K – – –
SFC
366
Strategic Financial Concepts
Texas
$237K -$19.4K -445 -8%
FIT
367
Financially in Tune
Massachusetts
$235K +$231K +5,301 New
CAP
368
Columbia Advisory Partners
Washington
$235K -$29.7K -681 -11%
WWP
369
Wise Wealth Partners
Arizona
$234K – – –
AC
370
AIFG Consultants
New York
$231K -$177K -4,075 -44%
ZIM
371
Zacks Investment Management
Illinois
$229K +$225K +5,172 New
OPA
372
Old Port Advisors
Maine
$228K – – –
SP
373
Sequent Planning
Nebraska
$228K +$224K +5,138 New
B
374
Bensler
Washington
$226K +$11.8K +270 +6%
ATPW
375
Ashton Thomas Private Wealth
Arizona
$225K – – –
13 14
15
16 17