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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
101
United Bank (Georgia)
Georgia
$624K -$97K -2,844 -14%
IAIM
102
International Assets Investment Management
Florida
$616K -$23.8K -697 -4%
SWM
103
Spire Wealth Management
Virginia
$615K -$286K -8,390 -33%
VCM
104
Virtue Capital Management
Tennessee
$612K +$254K +7,441 +76%
CWM
105
Connecticut Wealth Management
Connecticut
$605K -$102K -3,000 -15%
KA
106
Kovack Advisors
Florida
$591K +$1.81K +53 +0.3%
IAN
107
Integrated Advisors Network
Texas
$580K +$443 +13 +0.1%
BW
108
Basepoint Wealth
Iowa
$569K +$546K +16,000 New
CA
109
Continuum Advisory
Idaho
$567K -$20.5K -600 -4%
PPWM
110
Paragon Private Wealth Management
Kentucky
$552K +$529K +15,517 New
RFN
111
RDA Financial Network
Iowa
$526K +$11.3K +330 +2%
FAN
112
Financial Advisors Network
California
$519K -$116K -3,400 -19%
GIA
113
Gladstone Institutional Advisory
Florida
$510K -$106K -3,102 -18%
RIA
114
Regal Investment Advisors
Michigan
$502K – – –
ACP
115
Aveo Capital Partners
Colorado
$496K -$50.8K -1,491 -10%
FAM
116
Formidable Asset Management
Ohio
$494K -$10.2K -300 -2%
WCG
117
Weaver Consulting Group
California
$483K – – –
MA
118
MJP Associates
Connecticut
$470K +$2.08K +61 +0.5%
SIM
119
Sterling Investment Management
Arizona
$434K – – –
FH
120
FWG Holdings
Florida
$433K +$102 +3 +0%
MIAN
121
Mariner Independent Advisor Network
Kansas
$423K +$31.7K +931 +9%
APA
122
American Portfolios Advisors
New York
$416K -$9.82K -288 -2%
LNC
123
Lincoln National Corp
Pennsylvania
$416K +$1.91K +56 +0.5%
WFA
124
WMG Financial Advisors
Tennessee
$416K +$400K +11,722 New
MIM
125
MTM Investment Management
South Carolina
$406K – – –
3 4
5
6 7