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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
376
Bond & Devick Financial Network
Minnesota
$280K – – –
IF
377
Integrity Financial
Wyoming
$277K -$102K -2,082 -28%
EWS
378
Evergreen Wealth Solutions
Pennsylvania
$275K +$264K +5,405 New
SFC
379
Swisher Financial Concepts
Ohio
$272K -$8.65K -177 -3%
FIT
380
Financially in Tune
Massachusetts
$269K – – –
SC
381
Sykon Capital
New York
$269K -$72.1K -1,476 -22%
WWP
382
Wise Wealth Partners
Arizona
$268K – – –
UCFA
383
United Capital Financial Advisors
Texas
$265K +$255K +5,214 New
MFA
384
Mayflower Financial Advisors
Massachusetts
$263K +$253K +5,174 New
OPA
385
Old Port Advisors
Maine
$261K – – –
SP
386
Sequent Planning
Nebraska
$261K – – –
SF
387
SageOak Financial
Oklahoma
$257K – – –
HSA
388
HBK Sorce Advisory
Pennsylvania
$257K +$489 +10 +0.2%
UAG
389
United Advisor Group
Ohio
$253K – – –
BPA
390
Beacon Pointe Advisors
California
$252K +$243K +4,968 New
EWA
391
EP Wealth Advisors
California
$252K +$242K +4,960 New
LWL
392
Leo Wealth LLC
Texas
$251K +$242K +4,949 New
IA
393
Integrity Alliance
Iowa
$251K -$247K -5,055 -51%
ZIM
394
Zacks Investment Management
Illinois
$248K -$13.8K -282 -5%
SM
395
Salzhauer Michael
$241K – – –
MCM
396
MAI Capital Management
Ohio
$241K +$90.2K +1,845 +64%
DCA
397
DB&C Advisors
Michigan
$241K +$1.76K +36 +0.8%
ATPW
398
Ashton Thomas Private Wealth
Arizona
$239K -$17.6K -360 -7%
MCA
399
MSH Capital Advisors
Arizona
$239K -$42.8K -876 -16%
VDC
400
Van Diest Capital
Iowa
$237K -$98 -2 -0%
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