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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$30.2M +$7.78M +159,231 +37%
SEP
27
Southland Equity Partners
Missouri
$28.3M +$2.48M +50,821 +10%
SI
28
Stephens Inc
Arkansas
$27.6M -$295K -6,041 -1%
BFG
29
Beacon Financial Group
Texas
$24M -$941K -19,258 -4%
IRC
30
Investors Research Corp
Georgia
$23.7M +$9M +184,228 +134%
HI
31
Harbour Investments
Wisconsin
$22.6M +$4.94M +101,032 +29%
DADC
32
D.A. Davidson & Co
Montana
$22.4M +$2.09M +42,785 +11%
P
33
&Partners
Tennessee
$22.3M +$3.48M +71,275 +19%
HighTower Advisors
34
HighTower Advisors
Illinois
$22M -$35.6K -729 -0.2%
IAA
35
Independent Advisor Alliance
North Carolina
$21.6M +$15M +306,317 +258%
Goldman Sachs
36
Goldman Sachs
New York
$21.2M +$7.83M +160,152 +62%
KWM
37
Kingsview Wealth Management
Oregon
$20M +$15.9M +325,573 +471%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$18.5M +$4.89M +100,005 +38%
RA
39
RFG Advisory
Alabama
$16.8M +$5.01M +102,602 +45%
MF
40
Manchester Financial
California
$16M -$1.82M -37,187 -11%
SPIA
41
Steward Partners Investment Advisory
New York
$15.4M +$6.22M +127,276 +73%
HA
42
HC Advisors
Georgia
$14.9M -$411K -8,405 -3%
DSCM
43
Del-Sette Capital Management
New York
$14.5M +$872K +17,839 +7%
CFWMA
44
Center for Wealth Management Advisory
Ohio
$14.4M -$29.4K -601 -0.2%
EH
45
Equitable Holdings
New York
$13.9M +$4.01M +82,033 +35%
GFG
46
Goldstone Financial Group
Illinois
$13.9M -$1.43M -29,360 -10%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$13.7M -$485K -9,923 -4%
Mariner
48
Mariner
Kansas
$13.2M -$188K -3,851 -1%
SFWA
49
Summit Financial Wealth Advisors
Louisiana
$13M +$1.28M +26,209 +11%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$12.9M +$1.87M +38,249 +18%