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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWAC
76
Mariner Wealth Advisors (Cincinnati)
Ohio
$352K
IH
77
IFC Holdings
Florida
$351K +$30K +1,238 +10%
AWM
78
Avior Wealth Management
Nebraska
$326K +$2.01K +83 +0.7%
ICAS
79
Investors Capital Advisory Services
Massachusetts
$318K +$301K +12,410 New
PAS
80
Partnervest Advisory Services
California
$311K +$87K +3,587 +42%
SHA
81
Smith Hayes Advisers
Nebraska
$297K +$146 +6 +0.1%
William Blair & Company
82
William Blair & Company
Illinois
$292K +$276K +11,385 New
BAAM
83
Baker Avenue Asset Management
California
$290K +$274K +11,295 New
HFS
84
HL Financial Services
Kentucky
$256K -$1.03M -42,370 -81%
RWM
85
Rench Wealth Management
Texas
$241K -$42.3K -1,744 -16%
CWM
86
Concert Wealth Management
California
$239K -$49.5K -2,042 -18%
BF
87
BOK Financial
Oklahoma
$234K
CCB
88
Cutter & Co Brokerage
Missouri
$231K +$218K +9,000 New
LNC
89
Lincoln National Corp
Pennsylvania
$212K +$200K +8,264 New
CAM
90
Concorde Asset Management
Michigan
$206K +$195K +8,035 New
CFA
91
Cahill Financial Advisors
Minnesota
$205K +$193K +7,966 New
US Bancorp
92
US Bancorp
Minnesota
$156K +$91.8K +3,785 +167%
AIM
93
Advantage Investment Management
Iowa
$154K -$3.69K -152 -2%
MFT
94
Moisand Fitzgerald Tamayo
Florida
$70K
WEC
95
Winslow Evans & Crocker
Massachusetts
$65K +$21.3K +879 +53%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$59K -$27.1K -1,118 -33%
NFG
97
Next Financial Group
Texas
$44K +$9.46K +390 +29%
MSFP
98
Mark Sheptoff Financial Planning
Connecticut
$33K
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$28K -$5.7K -235 -17%
Creative Planning
100
Creative Planning
Kansas
$26K -$8.3K -342 -25%