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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
51
Hobart Private Capital
North Carolina
$12.9M -$2.62M -53,518 -17%
ML
52
McAdam LLC
Pennsylvania
$12.8M +$177K +3,630 +1%
NLP
53
Next Level Private
New York
$12.8M -$8.6K -176 -0.1%
PFS
54
Prospera Financial Services
Texas
$12.5M -$3.72M -76,166 -24%
KTM
55
Keeler Thomas Management
Utah
$12M +$11.5M +235,888 New
PFA
56
Perryman Financial Advisory
Texas
$11.9M -$194K -3,975 -2%
First Trust Advisors
57
First Trust Advisors
Illinois
$10.2M +$54K +1,105 +0.6%
M1FG
58
Mach-1 Financial Group
Arkansas
$9.51M -$73.3K -1,500 -0.8%
GWP
59
Gateway Wealth Partners
Wisconsin
$9.46M +$4.84M +99,006 +114%
KCFA
60
Key Client Fiduciary Advisors
New Jersey
$9.28M +$152K +3,109 +2%
AF
61
Allworth Financial
California
$8.96M +$28.9K +592 +0.3%
BAWM
62
Bennett Associates Wealth Management
Pennsylvania
$8.78M -$511K -10,452 -6%
BWA
63
BlueChip Wealth Advisors
Georgia
$8.62M -$235K -4,816 -3%
CFS
64
Compass Financial Services
Iowa
$8.4M +$1.42M +29,123 +21%
CAM
65
Cozad Asset Management
Illinois
$8.22M +$296K +6,049 +4%
LS
66
Leelyn Smith
Illinois
$8.17M +$172K +3,517 +2%
JWA
67
JFS Wealth Advisors
Pennsylvania
$8.05M -$294K -6,024 -4%
AAP
68
Arax Advisory Partners
Colorado
$8.05M +$243K +4,974 +3%
PWS
69
Proactive Wealth Strategies
Georgia
$7.94M +$3.82M +78,143 +100%
FFA
70
Farther Finance Advisors
California
$7.6M +$552K +11,301 +8%
AWM
71
Avior Wealth Management
Nebraska
$7.56M +$6.82M +139,600 +1,505%
PCG
72
Prosperity Consulting Group
Maryland
$7.41M +$590K +12,068 +9%
AWM
73
AE Wealth Management
Kansas
$7.29M +$4.8M +98,189 +217%
Creative Planning
74
Creative Planning
Kansas
$7.02M -$1.02M -20,931 -13%
IAIM
75
International Assets Investment Management
Florida
$6.88M +$339K +6,939 +5%