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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$259K +$255K +8,342 New
CIAS
127
Capital Investment Advisory Services
North Carolina
$257K -$10.7K -350 -4%
BSW
128
Buckingham Strategic Wealth
Missouri
$256K
BF
129
BOK Financial
Oklahoma
$246K +$15.3K +500 +7%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$241K
KA
131
Kovack Advisors
Florida
$231K -$45.8K -1,500 -17%
APA
132
American Portfolios Advisors
New York
$229K +$12.9K +421 +6%
CCB
133
Cutter & Co Brokerage
Missouri
$228K -$27.8K -908 -11%
AW
134
ACG Wealth
Georgia
$226K +$222K +7,271 New
FHC
135
First Heartland Consultants
Missouri
$225K
William Blair & Company
136
William Blair & Company
Illinois
$221K
LWAC
137
Laurel Wealth Advisors (California)
California
$215K -$85.6K -2,800 -29%
DWM
138
Darwin Wealth Management
Florida
$214K +$458 +15 +0.2%
SMC
139
Smith, Moore & Co
Missouri
$206K +$203K +6,628 New
CAN
140
Claraphi Advisory Network
United States
$200K -$403K -13,169 -67%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$148K +$2.17K +71 +2%
PB
142
Pinnacle Bancorp
Nebraska
$144K
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$140K
Fidelity Investments
144
Fidelity Investments
Massachusetts
$140K +$21K +687 +18%
BFC
145
Bedel Financial Consulting
Indiana
$134K
US Bancorp
146
US Bancorp
Minnesota
$121K +$14.5K +473 +14%
SFS
147
Sowell Financial Services
Arkansas
$111K +$110K +3,589 New
GRP
148
Global Retirement Partners
California
$101K
RIA
149
Realta Investment Advisors
Delaware
$95K +$1.13K +37 +1%
MFT
150
Moisand Fitzgerald Tamayo
Florida
$84K