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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$3.47M +$1.59M +43,455 +80%
TCWM
102
Total Clarity Wealth Management
Illinois
$3.4M +$705K +19,276 +25%
1WM
103
1900 Wealth Management
Texas
$3.25M +$86.6K +2,366 +3%
Citigroup
104
Citigroup
New York
$3.23M +$244K +6,668 +8%
CFD
105
Creative Financial Designs
Indiana
$3.17M +$3.26M +89,239 New
Baird Financial Group
106
Baird Financial Group
Wisconsin
$3.13M -$888K -24,285 -22%
SIM
107
Seaview Investment Managers
Florida
$3.09M +$21.7K +592 +0.7%
NFG
108
Nations Financial Group
Iowa
$3.01M +$378K +10,343 +14%
IAIM
109
International Assets Investment Management
Florida
$3M +$1.96M +53,481 +173%
US Bancorp
110
US Bancorp
Minnesota
$2.98M -$1.01M -27,560 -25%
B
111
Bensler
Washington
$2.94M +$194K +5,315 +7%
CA
112
Continuum Advisory
Idaho
$2.84M +$383K +10,480 +15%
3F
113
360 Financial
Minnesota
$2.83M +$2.91M +79,587 New
CA
114
Crumly & Associates
Illinois
$2.74M +$65K +1,778 +2%
SCA
115
Snowden Capital Advisors
New York
$2.7M +$815K +22,291 +41%
IRC
116
Investors Research Corp
Georgia
$2.68M -$4.28K -117 -0.2%
OWM
117
OneAscent Wealth Management
Alabama
$2.43M +$2.5M +68,444 New
BAM
118
Belpointe Asset Management
Nevada
$2.41M -$139K -3,794 -5%
SIG
119
Sargent Investment Group
Maryland
$2.4M +$204K +5,572 +9%
Goldman Sachs
120
Goldman Sachs
New York
$2.34M -$7.98M -218,045 -77%
QCIG
121
Quad-Cities Investment Group
Iowa
$2.32M -$76.2K -2,082 -3%
BRWA
122
B. Riley Wealth Advisors
Florida
$2.3M -$73.6K -2,011 -3%
OIA
123
OneDigital Investment Advisors
Kansas
$2.19M +$382K +10,440 +20%
CWM
124
Collaborative Wealth Management
Florida
$2.16M +$267K +7,304 +14%
AAS
125
Ameritas Advisory Services
Nebraska
$2.07M -$69K -1,887 -3%