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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
$3.31M
FGWP
102
Founders Grove Wealth Partners
Virginia
$3.31M -$26.3K -603 -0.8%
DC
103
Davenport & Co
Virginia
$3.29M -$18.6K -426 -0.6%
WIA
104
World Investment Advisors
California
$3.27M +$207K +4,759 +7%
OFS
105
OneAscent Financial Services
Alabama
$3.26M -$11.9K -274 -1%
SFG
106
SNS Financial Group
Minnesota
$3.23M -$101K -2,312 -3%
RFA
107
ROI Financial Advisors
Oregon
$3.22M +$3.96K +91 +0.1%
TPBG
108
Turning Point Benefit Group
Maryland
$3.16M +$716K +16,434 +30%
MPIA
109
Milestones Private Investment Advisors
New York
$3.09M +$1.46M +33,581 +93%
KWM
110
Kingsview Wealth Management
Oregon
$3.06M +$284K +6,514 +10%
PS
111
Principal Securities
Iowa
$3.04M +$73.7K +1,692 +3%
SWA
112
Stratos Wealth Advisors
Ohio
$3.02M +$65.2K +1,497 +2%
HCWM
113
Hidden Cove Wealth Management
Washington
$3.01M +$554K +12,718 +23%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$2.94M +$2.16M +49,499 +293%
Comerica Bank
115
Comerica Bank
Texas
$2.89M -$80.5K -1,848 -3%
FFS
116
Forge Financial Services
Oklahoma
$2.83M -$37.8K -867 -1%
WIA
117
Wetzel Investment Advisors
Indiana
$2.81M -$17.3K -398 -0.6%
VAG
118
VisionPoint Advisory Group
Texas
$2.72M +$852K +19,563 +47%
OP
119
ORG Partners
Indiana
$2.62M -$141K -3,247 -5%
NEWAS
120
N.E.W. Advisory Services
Wisconsin
$2.53M +$2.16M +49,598 +656%
AWE
121
Avidian Wealth Enterprises
Texas
$2.49M +$160K +3,676 +7%
CWM
122
Collaborative Wealth Management
Florida
$2.47M +$66.6K +1,529 +3%
CFCI
123
Comprehensive Financial Consultants Institutional
Indiana
$2.42M +$15.9K +364 +0.7%
SIG
124
Sargent Investment Group
Maryland
$2.39M +$170K +3,900 +8%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$2.39M +$1.37M +31,399 +140%