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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
101
Total Clarity Wealth Management
Illinois
$2.52M -$666K -19,213 -20%
BRWA
102
B. Riley Wealth Advisors
Florida
$2.51M +$289K +8,344 +13%
FIA
103
Foundations Investment Advisors
Arizona
$2.48M -$105K -3,028 -4%
SWP
104
Stratos Wealth Partners
Ohio
$2.47M +$102K +2,931 +4%
CWM
105
Collaborative Wealth Management
Florida
$2.42M +$112K +3,244 +5%
DC
106
Davenport & Co
Virginia
$2.41M -$550K -15,859 -18%
GCP
107
GSA Capital Partners
United Kingdom
$2.4M +$1.03M +29,582 +70%
Jane Street
108
Jane Street
New York
$2.38M -$5.49M -158,487 -69%
KPWS
109
Kestra Private Wealth Services
Texas
$2.38M -$3.53M -101,984 -59%
SIG
110
Sargent Investment Group
Maryland
$2.34M +$9.19K +265 +0.4%
RJT
111
Raymond James Trust
Florida
$2.32M +$605K +17,441 +34%
1WM
112
1900 Wealth Management
Texas
$2.3M -$26.5K -766 -1%
IRC
113
Investors Research Corp
Georgia
$2.17M -$334K -9,643 -13%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$2.07M +$1.69M +48,733 +469%
QCIG
115
Quad-Cities Investment Group
Iowa
$2.06M -$2.84K -82 -0.1%
VAS
116
Vestmark Advisory Solutions
Massachusetts
$2.03M -$502K -14,497 -19%
SOS
117
Silver Oak Securities
Tennessee
$2M -$33.9K -978 -2%
AAS
118
Ameritas Advisory Services
Nebraska
$1.96M +$362K +10,445 +22%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$1.93M +$831K +23,975 +71%
BW
120
Bison Wealth
Georgia
$1.92M -$112K -3,224 -5%
OWM
121
OneAscent Wealth Management
Alabama
$1.86M +$1.93M +55,667 New
MOS
122
MGO One Seven
Ohio
$1.85M -$95.7K -2,760 -5%
C
123
CEDRUS
Colorado
$1.85M +$554K +15,998 +41%
FHC
124
First Heartland Consultants
Missouri
$1.82M +$816K +23,536 +76%
GM
125
GeoWealth Management
Illinois
$1.8M -$612K -17,644 -25%