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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
51
Formidable Asset Management
Ohio
$466K +$21.3K +900 +5%
VWM
52
Vector Wealth Management
Minnesota
$458K +$118 +5 +0%
RJT
53
Raymond James Trust
Florida
$457K +$47.2K +2,000 +12%
DADC
54
D.A. Davidson & Co
Montana
$445K
AIM
55
Arcadia Investment Management
Michigan
$387K +$385K +16,309 New
MWAC
56
Mariner Wealth Advisors (Cincinnati)
Ohio
$326K +$325K +13,741 New
ALA
57
Atherton Lane Advisers
California
$320K
OSNBOA
58
Old Second National Bank of Aurora
Illinois
$315K +$54.5K +2,309 +21%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$310K +$309K +13,098 New
AWM
60
Avior Wealth Management
Nebraska
$299K -$8.79K -372 -3%
IH
61
IFC Holdings
Florida
$294K -$60.7K -2,571 -17%
MC
62
Moors & Cabot
Massachusetts
$291K +$288K +12,173 New
SWP
63
Stratos Wealth Partners
Ohio
$280K +$279K +11,794 New
SHA
64
Smith Hayes Advisers
Nebraska
$275K +$213 +9 +0.1%
CWM
65
Concert Wealth Management
California
$267K +$267K +11,304 New
RWM
66
Rench Wealth Management
Texas
$264K -$14.5K -614 -5%
SI
67
SII Investments
Wisconsin
$259K -$5.27K -223 -2%
OC
68
Oppenheimer & Co
New York
$231K -$72.6K -3,075 -24%
BF
69
BOK Financial
Oklahoma
$216K
JMPWA
70
JP Morgan Private Wealth Advisors
California
$210K +$209K +8,865 New
PAS
71
Partnervest Advisory Services
California
$203K +$202K +8,552 New
WP
72
WealthPLAN Partners
Nebraska
$189K +$554K +23,449 New
AIM
73
Advantage Investment Management
Iowa
$146K -$19.4K -822 -12%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$81K -$60.4K -2,557 -43%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$72K -$16.2K -686 -18%