We are live on ! Find out more
FDL icon

First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$7.7M +$377K +10,891 +5%
AWS
52
Atria Wealth Solutions
New York
$7.5M -$2.22M -64,096 -23%
NA
53
NewEdge Advisors
Louisiana
$6.95M -$6.3M -181,845 -47%
FAIM
54
Financial Advocates Investment Management
Washington
$6.52M -$638K -18,418 -9%
CAM
55
Cozad Asset Management
Illinois
$6.52M -$187K -5,391 -3%
SL
56
Salomon & Ludwin
Virginia
$6.47M -$171K -4,927 -3%
KCFA
57
Key Client Fiduciary Advisors
New Jersey
$6.42M -$165K -4,756 -2%
EA
58
Ergawealth Advisors
Illinois
$6.39M +$489K +14,124 +8%
BWM
59
Bulltick Wealth Management
Florida
$6.37M -$28.6K -825 -0.4%
DADC
60
D.A. Davidson & Co
Montana
$6.05M -$1.44M -41,661 -19%
PWA
61
PCG Wealth Advisors
Kansas
$6M +$423K +12,217 +7%
KPWS
62
Kestra Private Wealth Services
Texas
$5.89M -$4.08M -117,891 -41%
JWA
63
JFS Wealth Advisors
Pennsylvania
$5.66M -$603K -17,405 -9%
HF
64
HRT Financial
New York
$5.65M +$5.75M +166,017 New
LS
65
Leelyn Smith
Illinois
$5.57M -$181K -5,218 -3%
AOG
66
Alpha Omega Group
Virginia
$5.5M +$181K +5,210 +3%
GWM
67
GDS Wealth Management
Texas
$5.14M -$750K -21,649 -13%
SFG
68
SNS Financial Group
Minnesota
$4.97M -$2.79M -80,515 -36%
AA
69
Advisory Alpha
Michigan
$4.82M +$4.91M +141,672 New
MWM
70
Mattern Wealth Management
Kansas
$4.77M +$568K +16,403 +13%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$4.73M +$38.2K +1,102 +0.8%
EH
72
Equitable Holdings
New York
$4.69M -$3.59M -103,752 -43%
CA
73
Crumly & Associates
Illinois
$4.55M +$1.96M +56,607 +73%
WEG
74
World Equity Group
Illinois
$4.41M +$862K +24,894 +24%
BCI
75
Brinker Capital Investments
Pennsylvania
$4.4M -$330K -9,530 -7%