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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
151
Bogart Wealth LLC
Virginia
$71K
FFC
152
First Financial Corp
Indiana
$58K
MSFP
153
Mark Sheptoff Financial Planning
Connecticut
$40K
CTC
154
Central Trust Company
Missouri
$34K
CFA
155
Carroll Financial Associates
North Carolina
$28K
OC
156
Oakworth Capital
Alabama
$27K +$23.5K +768 +686%
NSIM
157
North Star Investment Management
Illinois
$27K +$26.1K +855 New
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$61 +2 +0.3%
AWM
159
AllSquare Wealth Management
New York
$17K
HS
160
Horan Securities
United States
$17K
S
161
SignatureFD
Georgia
$13K -$114K -3,743 -90%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$12K -$410K -13,398 -97%
CFD
163
Creative Financial Designs
Indiana
$12K +$153 +5 +1%
HCM
164
Highlander Capital Management
New Jersey
$10K
FIB
165
First Interstate Bank
Montana
$10K +$9.93K +325 New
FHA
166
Flagship Harbor Advisors
Massachusetts
$7K -$29K -948 -81%
GI
167
Gradient Investments
Minnesota
$7K
SIS
168
Sound Income Strategies
Florida
$7K
ME
169
McIlrath & Eck
Washington
$6K
AF
170
Advisornet Financial
Minnesota
$3K
BlackRock
171
BlackRock
New York
$2K
CAC
172
Certified Advisory Corp
Florida
$2K
MCM
173
McMillion Capital Management
North Carolina
$2K
Citadel Advisors
174
Citadel Advisors
Florida
-$291K -9,492 Closed
VWA
175
V Wealth Advisors
Kansas
-$247K -8,032 Closed