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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
126
Vestmark Advisory Solutions
Massachusetts
$770K +$819K +21,874 New
CRI
127
Colonial River Investments
Virginia
$757K -$160K -4,287 -17%
PTC
128
Private Trust Company
Ohio
$755K +$803K +21,442 New
CA
129
Continuum Advisory
Idaho
$737K +$220K +5,874 +39%
LW
130
Linscomb Wealth
Texas
$723K
PFS
131
Prospera Financial Services
Texas
$710K -$57K -1,522 -7%
RA
132
RFG Advisory
Alabama
$707K +$737K +19,683 New
Bessemer Group
133
Bessemer Group
New Jersey
$704K +$187K +5,000 +33%
KA
134
Kovack Advisors
Florida
$672K +$24.1K +644 +3%
HFA
135
High Falls Advisors
New York
$629K -$48.4K -1,294 -7%
CF
136
Centaurus Financial
California
$628K -$4.53K -121 -0.7%
FFS
137
Founders Financial Securities
Maryland
$626K +$666K +17,784 New
BCM
138
Barometer Capital Management
Ontario, Canada
$615K -$1.06M -28,250 -63%
IAIM
139
International Assets Investment Management
Florida
$615K +$5.05K +135 +0.8%
SWA
140
Sightline Wealth Advisors
Connecticut
$611K +$70.4K +1,880 +12%
SWM
141
SeaCrest Wealth Management
New York
$610K +$233K +6,219 +56%
RT
142
Rockland Trust
Massachusetts
$605K -$401K -10,702 -38%
IFG
143
Independent Financial Group
California
$604K +$38.3K +1,023 +6%
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$603K -$19.9K -532 -3%
CWM
145
Connecticut Wealth Management
Connecticut
$599K
1W
146
1776 Wealth
Georgia
$579K
IWC
147
Integrated Wealth Concepts
Massachusetts
$565K +$384K +10,256 +178%
BW
148
Basepoint Wealth
Iowa
$564K +$150 +4 +0%
PPWM
149
Paragon Private Wealth Management
Kentucky
$547K
RIA
150
Regal Investment Advisors
Michigan
$536K +$41.2K +1,100 +8%