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
Creative Planning
101
Creative Planning
Kansas
$71K +$11.8K +430 +20%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$47K +$739 +27 +2%
IPC
103
Independent Portfolio Consultants
Florida
$41K
MSFP
104
Mark Sheptoff Financial Planning
Connecticut
$35K
CTC
105
Central Trust Company
Missouri
$30K +$30.1K +1,100 New
ASN
106
Advisory Services Network
Georgia
$25K +$465 +17 +2%
CFA
107
Carroll Financial Associates
North Carolina
$24K
VIA
108
Vantage Investment Advisors
Pennsylvania
$22K
AWM
109
AllSquare Wealth Management
New York
$15K
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$14K
SFG
111
SevenBridge Financial Group
Pennsylvania
$13K
S
112
SignatureFD
Georgia
$13K
JFA
113
JNBA Financial Advisors
Minnesota
$13K +$12.8K +468 New
HCM
114
Highlander Capital Management
New Jersey
$9K
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$7K +$6.84K +250 New
BlackRock
116
BlackRock
New York
$3K
MA
117
MCF Advisors
Kentucky
$2K
HI
118
Horizon Investments
North Carolina
-$5.4M -201,236 Closed
AP
119
Advisors Preferred
Maryland
-$3.63M -135,340 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
-$1.07M -39,848 Closed
Millennium Management
121
Millennium Management
New York
-$596K -22,205 Closed
RWM
122
Rench Wealth Management
Texas
-$202K -7,538 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
-$165K -6,140 Closed
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
-$14K -537 Closed