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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
76
D'Orazio & Associates
Virginia
$25K – – –
JWA
77
JFS Wealth Advisors
Pennsylvania
$24K – – –
WEC
78
Winslow Evans & Crocker
Massachusetts
$21.1K +$5.93K +250 +37%
VIA
79
Vantage Investment Advisors
Pennsylvania
$19K -$19.5K -822 -50%
S
80
SignatureFD
Georgia
$11K -$34.4K -1,450 -76%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$11K – – –
JFA
82
JNBA Financial Advisors
Minnesota
$8K – – –
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$95 +4 +1%
HCM
84
Highlander Capital Management
New Jersey
$7K – – –
PMFA
85
Plante Moran Financial Advisors
Michigan
$3K – – –
WIC
86
Woodmont Investment Counsel
Tennessee
$3K +$3.56K +150 New
GWM
87
Gupta Wealth Management
California
$1K – – –
VFS
88
VSR Financial Services
Kansas
– -$2.07M -88,787 Closed
BAAM
89
Baker Avenue Asset Management
California
– -$833K -35,802 Closed
CAM
90
Concorde Asset Management
Michigan
– -$550K -23,644 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
– -$452K -19,441 Closed
ICAS
92
Investors Capital Advisory Services
Massachusetts
– -$219K -9,441 Closed
WCM
93
Wealthcare Capital Management
Virginia
– -$72K -3,098 Closed
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
– -$18K -788 Closed
GI
95
Gradient Investments
Minnesota
– -$13K -579 Closed
CFSG
96
Community Financial Services Group
Vermont
– -$13K -575 Closed
TRCT
97
Tower Research Capital (TRC)
New York
– -$10K -437 Closed
Creative Planning
98
Creative Planning
Kansas
– -$7K -300 Closed