We are live on ! Find out more
FDL icon

First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
151
Kestra Private Wealth Services
Texas
$2.31M -$2.73M -54,792 -54%
MC
152
Moors & Cabot
Massachusetts
$2.3M +$201K +4,022 +9%
BAM
153
Belpointe Asset Management
Nevada
$2.21M +$870K +17,438 +62%
Renaissance Technologies
154
Renaissance Technologies
New York
$2.2M -$908K -18,188 -29%
BCI
155
Brinker Capital Investments
Pennsylvania
$2.14M -$33K -661 -1%
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$2.07M +$1.34M +26,846 +171%
QCIG
157
Quad-Cities Investment Group
Iowa
$2.06M -$48.4K -969 -2%
SPI
158
Santori & Peters Inc
Pennsylvania
$2.04M +$91.9K +1,842 +5%
WWMP
159
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$2.03M +$85.3K +1,710 +4%
CF
160
Centaurus Financial
California
$1.99M +$682K +13,669 +50%
MSFS
161
Main Street Financial Solutions
Pennsylvania
$1.95M +$155K +3,110 +30%
IG
162
IFS Group
Pennsylvania
$1.94M +$24K +481 +1%
VR
163
Valued Retirements
Texas
$1.93M -$395K -7,920 -17%
FHC
164
First Heartland Consultants
Missouri
$1.91M +$1.28M +25,728 +189%
LWM
165
Lighthouse Wealth Management
Ohio
$1.91M +$71.5K +1,433 +4%
TAP
166
Tounjian Advisory Partners
Florida
$1.89M +$1.94M +38,820 New
FFS
167
Founders Financial Securities
Maryland
$1.83M +$79.5K +1,594 +4%
1WM
168
1900 Wealth Management
Texas
$1.82M -$10.9K -218 -0.6%
GWM
169
Geneos Wealth Management
Colorado
$1.81M +$148K +2,961 +9%
IA
170
IFP Advisors
Florida
$1.8M -$494K -9,890 -21%
GIA
171
Gladstone Institutional Advisory
Florida
$1.8M -$171K -3,428 -8%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$1.79M +$110K +2,205 +6%
PTC
173
Private Trust Company
Ohio
$1.78M -$62.7K -1,257 -3%
DWP
174
Daymark Wealth Partners
Ohio
$1.78M +$876K +17,564 +92%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$1.76M +$303K +6,073 +20%