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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MW
126
Maia Wealth
Colorado
$2.32M +$332K +7,668 +17%
CAS
127
Coppell Advisory Solutions
Texas
$2.29M +$168K +3,879 +8%
AWE
128
Avidian Wealth Enterprises
Texas
$2.28M
VAS
129
Vestmark Advisory Solutions
Massachusetts
$2.22M -$2.43M -56,143 -52%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$2.21M +$889K +20,510 +67%
SIG
131
Sargent Investment Group
Maryland
$2.17M -$481K -11,100 -18%
SMC
132
Smith, Moore & Co
Missouri
$2.17M +$192K +4,420 +10%
GWM
133
GDS Wealth Management
Texas
$2.16M -$84K -1,939 -4%
TFA
134
Teamwork Financial Advisors
Texas
$2.13M +$5.2K +120 +0.2%
PI
135
PFG Investments
New York
$2.06M -$47.1K -1,088 -2%
OIA
136
OneDigital Investment Advisors
Kansas
$2.05M -$34.9K -805 -2%
MYIA
137
Mount Yale Investment Advisors
Colorado
$2.05M +$2.04M +47,111 New
RBWA
138
RFG - Bristol Wealth Advisors
Massachusetts
$2.04M -$443K -10,220 -18%
MIM
139
Marshall Investment Management
Colorado
$2M +$2M +46,160 New
QCIG
140
Quad-Cities Investment Group
Iowa
$1.96M -$37.8K -873 -2%
US Bancorp
141
US Bancorp
Minnesota
$1.93M +$223K +5,155 +13%
IA
142
IFP Advisors
Florida
$1.91M -$3.68K -85 -0.2%
AWA
143
Arete Wealth Advisors
Illinois
$1.91M +$57.4K +1,325 +3%
SG
144
StoneX Group
New York
$1.89M +$24K +553 +1%
PAS
145
PKS Advisory Services
New York
$1.88M -$143K -3,294 -7%
IG
146
IFS Group
Pennsylvania
$1.86M +$1.84M +42,495 New
Citigroup
147
Citigroup
New York
$1.86M -$124K -2,869 -6%
SA
148
Sanctuary Advisors
Indiana
$1.86M +$1.26K +29 +0.1%
AWM
149
AE Wealth Management
Kansas
$1.84M +$168K +3,885 +10%
VAG
150
VisionPoint Advisory Group
Texas
$1.82M -$5.29K -122 -0.3%