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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
376
SageOak Financial
Oklahoma
$225K -$9.06K -208 -4%
CFP
377
Catalyst Financial Partners
Massachusetts
$222K – – –
UAG
378
United Advisor Group
Ohio
$221K +$217K +4,976 New
SM
379
Salzhauer Michael
$211K – – –
DCA
380
DB&C Advisors
Michigan
$209K +$205K +4,705 New
VDC
381
Van Diest Capital
Iowa
$207K +$204K +4,674 New
HGWM
382
Horst & Graben Wealth Management
Oregon
$207K – – –
CS
383
Capital Square
Tennessee
$206K +$523 +12 +0.3%
PFA
384
Plotkin Financial Advisors
Maryland
$205K – – –
SHFG
385
S Harris Financial Group
Texas
$201K +$197K +4,531 New
AG
386
AmeriFlex Group
Nevada
$196K -$185K -4,259 -49%
KFP
387
Kerr Financial Planning
California
$196K -$68.5K -1,573 -29%
GCM
388
Gunpowder Capital Management
Maryland
$182K +$179K +4,114 New
BAM
389
Bellevue Asset Management
Washington
$182K – – –
CFD
390
Creative Financial Designs
Indiana
$180K -$122K -2,802 -41%
DWM
391
Darwin Wealth Management
Florida
$174K +$784 +18 +0.5%
SWM
392
Spire Wealth Management
Virginia
$163K +$305 +7 +0.2%
CBT
393
Crews Bank & Trust
Florida
$157K – – –
DFA
394
DHJJ Financial Advisors
Illinois
$147K – – –
RF
395
Rossby Financial
Florida
$145K +$56.1K +1,287 +65%
PB
396
Pinnacle Bancorp
Nebraska
$141K +$61.4K +1,409 +80%
JGIA
397
Jackson Grant Investment Advisers
Connecticut
$133K – – –
MCM
398
MAI Capital Management
Ohio
$129K +$41.7K +957 +49%
TRCT
399
Tower Research Capital (TRC)
New York
$126K +$124K +2,841 New
PFA
400
Pillar Financial Advisors
Kentucky
$116K – – –
14 15
16
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