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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$1.99M +$364K +9,727 +21%
GIA
77
Gladstone Institutional Advisory
Florida
$1.96M -$687K -18,347 -25%
QCIG
78
Quad-Cities Investment Group
Iowa
$1.88M -$5.02K -134 -0.3%
Renaissance Technologies
79
Renaissance Technologies
New York
$1.84M +$109K +2,900 +6%
GVAG
80
Great Valley Advisor Group
Delaware
$1.84M +$1.95M +52,187 New
OIA
81
OneDigital Investment Advisors
Kansas
$1.8M +$584K +15,592 +44%
MOS
82
MGO One Seven
Ohio
$1.79M +$1.91M +50,932 New
SIG
83
Sargent Investment Group
Maryland
$1.73M +$630K +16,838 +52%
SPIA
84
Steward Partners Investment Advisory
New York
$1.71M +$299K +7,981 +20%
KFP
85
KMG Fiduciary Partners
Ohio
$1.69M -$194K -5,177 -10%
OPS
86
Orion Portfolio Solutions
Nebraska
$1.68M +$1.53M +40,814 +595%
B
87
Bensler
Washington
$1.65M +$1.75M +46,806 New
PWMG
88
Provence Wealth Management Group
California
$1.65M -$141K -3,775 -7%
CS
89
Credit Suisse
Switzerland
$1.62M +$1.72M +46,048 New
Goldman Sachs
90
Goldman Sachs
New York
$1.62M +$1.72M +45,980 New
MCCP
91
Mission Creek Capital Partners
California
$1.58M +$26.8K +717 +2%
Mariner
92
Mariner
Kansas
$1.48M +$72.5K +1,936 +5%
CWM
93
Collaborative Wealth Management
Florida
$1.44M +$1.53M +40,965 New
DC
94
Davenport & Co
Virginia
$1.44M +$618K +16,511 +68%
JMPWA
95
JP Morgan Private Wealth Advisors
California
$1.42M +$357K +9,550 +31%
JWCA
96
J.W. Cole Advisors
Florida
$1.4M +$119K +3,169 +9%
FHA
97
Flagship Harbor Advisors
Massachusetts
$1.37M +$1.25M +33,400 +610%
MSAM
98
Moloney Securities Asset Management
Missouri
$1.24M +$651K +17,401 +98%
KWM
99
Kingsview Wealth Management
Oregon
$1.23M +$1.31M +34,909 New
CPFP
100
Clear Perspectives Financial Planning
Ohio
$1.19M +$1.26M +33,740 New