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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Beacon Financial Group
Texas
$22.4M -$762K -18,034 -3%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$22M +$10M +236,740 +86%
SEP
28
Southland Equity Partners
Missouri
$21.8M +$932K +22,046 +5%
DADC
29
D.A. Davidson & Co
Montana
$19M +$2.27M +53,710 +14%
HighTower Advisors
30
HighTower Advisors
Illinois
$18.6M -$309K -7,303 -2%
RWA
31
Redhawk Wealth Advisors
Minnesota
$18.5M +$18M +426,850 New
HA
32
HC Advisors
Georgia
$16.5M +$403K +9,537 +3%
HI
33
Harbour Investments
Wisconsin
$15.2M +$969K +22,940 +7%
BHB
34
Bank Hapoalim BM
Israel
$15.1M
KAS
35
Kestra Advisory Services
Texas
$13.4M -$1.35M -31,935 -9%
PFS
36
Prospera Financial Services
Texas
$12.4M +$485K +11,477 +4%
FHC
37
First Heartland Consultants
Missouri
$11.9M +$6.44M +152,316 +125%
WWM
38
WJ Wealth Management
Arizona
$11.9M +$11.5M +272,824 New
NLP
39
Next Level Private
New York
$10.7M +$91.3K +2,160 +0.9%
MF
40
Manchester Financial
California
$10.3M +$1.31M +30,895 +15%
ML
41
McAdam LLC
Pennsylvania
$10M +$1.62M +38,269 +20%
ECA
42
Elevation Capital Advisory
Oregon
$9.64M +$9.38M +221,959 New
SFWA
43
Summit Financial Wealth Advisors
Louisiana
$9.63M -$36.4K -862 -0.4%
Mariner
44
Mariner
Kansas
$9.37M +$141K +3,329 +2%
SPIA
45
Steward Partners Investment Advisory
New York
$9.35M +$382K +9,046 +4%
HPC
46
Hobart Private Capital
North Carolina
$8.78M +$521K +12,324 +6%
AWS
47
Atria Wealth Solutions
New York
$8.52M +$4.17M +98,712 +101%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$8.46M +$163K +3,854 +2%
BWA
49
BlueChip Wealth Advisors
Georgia
$8M +$826K +19,543 +12%
P
50
&Partners
Tennessee
$7.95M +$374K +8,845 +5%