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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
426
Gunpowder Capital Management
Maryland
$158K -$48.8K -999 -24%
GSWM
427
Golden State Wealth Management
California
$157K -$1.87M -38,228 -92%
RF
428
Rossby Financial
Florida
$156K -$8.41K -172 -5%
SGK
429
Steigerwald Gordon & Koch
Virginia
$155K +$149K +3,050 New
SWM
430
Spire Wealth Management
Virginia
$154K -$32.2K -658 -18%
JGIA
431
Jackson Grant Investment Advisers
Connecticut
$152K – – –
BlackRock
432
BlackRock
New York
$145K +$108K +2,200 +334%
PFA
433
Pillar Financial Advisors
Kentucky
$133K – – –
GI
434
GAMMA Investing
California
$130K – – –
WWM
435
Wolff Wiese Magana
California
$124K +$880 +18 +0.7%
HBW
436
Hazlett, Burt & Watson
West Virginia
$121K – – –
TFGT
437
TS Financial Group (TSFG)
Illinois
$118K -$6.99K -143 -6%
NEWAS
438
N.E.W. Advisory Services
Wisconsin
$101K -$2.7M -55,169 -97%
WT
439
Whittier Trust
California
$101K – – –
TSMHT
440
Thurston Springer Miller Herd & Titak
Indiana
$99.6K +$8.8K +180 +10%
IA
441
IFG Advisory
Georgia
$98.3K -$1.04M -21,375 -92%
GWP
442
Gen-Wealth Partners
Michigan
$96.5K – – –
FFC
443
First Financial Corp
Indiana
$95.3K – – –
BWL
444
Bogart Wealth LLC
Virginia
$90.4K – – –
AGA
445
Arkos Global Advisors
Texas
$86K +$83.1K +1,700 New
PA
446
Parallel Advisors
California
$84.8K +$67.5K +1,382 +480%
LC
447
Luminist Capital
Michigan
$75.2K – – –
DF
448
Dunhill Financial
United Kingdom
$66K +$63.5K +1,300 New
WIM
449
Westside Investment Management
California
$66K +$63.5K +1,300 New
Bank of Montreal
450
Bank of Montreal
Ontario, Canada
$63.5K +$61.1K +1,250 New
16 17
18
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