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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$5.88M -$203K -6,049 -3%
SKK
27
Shepherd Kaplan Krochuk
Massachusetts
$5.79M -$190K -5,671 -3%
Creative Planning
28
Creative Planning
Kansas
$4.87M +$732K +21,827 +156%
LS
29
Leelyn Smith
Illinois
$4.5M +$38.2K +1,139 +0.8%
CAM
30
Cozad Asset Management
Illinois
$4.25M -$22.2K -663 -0.5%
US Bancorp
31
US Bancorp
Minnesota
$4.18M +$136K +4,056 +3%
PAG
32
Private Advisor Group
New Jersey
$4.13M +$108K +3,234 +3%
KAS
33
Kestra Advisory Services
Texas
$3.88M +$408K +12,186 +11%
DADC
34
D.A. Davidson & Co
Montana
$3.79M +$12.3K +367 +0.3%
ASN
35
Advisory Services Network
Georgia
$3.69M +$797K +23,779 +27%
FWM
36
ForthRight Wealth Management
Georgia
$3.26M -$94.9K -2,832 -3%
AAS
37
Avantax Advisory Services
Texas
$3.05M +$213K +6,357 +7%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2.87M +$111K +3,323 +4%
HI
39
Harbour Investments
Wisconsin
$2.85M -$7.47K -223 -0.3%
HIS
40
Harvest Investment Services
Illinois
$2.83M +$147K +4,392 +5%
LA
41
LexAurum Advisors
Kansas
$2.81M +$636K +18,960 +28%
SWP
42
Stratos Wealth Partners
Ohio
$2.77M +$13.1K +392 +0.5%
First Trust Advisors
43
First Trust Advisors
Illinois
$2.68M +$390K +11,624 +17%
TCWM
44
Total Clarity Wealth Management
Illinois
$2.5M
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.21M -$160K -4,759 -7%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.2M +$325K +9,686 +17%
IRC
47
Investors Research Corp
Georgia
$2.18M +$317K +9,468 +17%
BRWA
48
B. Riley Wealth Advisors
Florida
$2.15M -$27.1K -809 -1%
KFP
49
KMG Fiduciary Partners
Ohio
$2.05M -$334K -9,952 -14%
CAN
50
Cetera Advisor Networks
California
$2.04M +$104K +3,111 +5%