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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WS
101
Wedbush Securities
California
$222K +$81 +3 +0%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$220K -$111K -4,078 -34%
VFA
103
Voya Financial Advisors
Connecticut
$217K +$211K +7,775 New
LWAC
104
Laurel Wealth Advisors (California)
California
$200K +$196K +7,207 New
ACS
105
Archford Capital Strategies
Illinois
$170K -$2.25K -83 -1%
AIM
106
Advantage Investment Management
Iowa
$167K +$8.06K +297 +5%
NFG
107
Next Financial Group
Texas
$127K +$16.3K +600 +15%
CFD
108
Creative Financial Designs
Indiana
$103K +$100K +3,699 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$83K +$81.4K +3,000 New
BIG
110
Bellwether Investment Group
Tennessee
$80K +$78.2K +2,883 New
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$79K +$30.4K +1,119 +65%
SAM
112
Shamrock Asset Management
Texas
$76K -$14.9M -548,944 -100%
CFA
113
Carroll Financial Associates
North Carolina
$57K +$31.1K +1,145 +126%
FFC
114
First Financial Corp
Indiana
$52K +$50.9K +1,875 New
GRP
115
Global Retirement Partners
California
$47K +$46.1K +1,698 New
MSFP
116
Mark Sheptoff Financial Planning
Connecticut
$36K
IPC
117
Independent Portfolio Consultants
Florida
$31K -$10.4K -385 -25%
CTC
118
Central Trust Company
Missouri
$31K
Creative Planning
119
Creative Planning
Kansas
$29K -$42.4K -1,563 -60%
VIA
120
Vantage Investment Advisors
Pennsylvania
$23K
AWM
121
AllSquare Wealth Management
New York
$16K
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$14K
SFG
123
SevenBridge Financial Group
Pennsylvania
$13K
AIS
124
Accurate Investment Solutions
Pennsylvania
$12K +$11.3K +415 New
SEI Investments
125
SEI Investments
Pennsylvania
$10K +$9.87K +364 New