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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCB
151
Cutter & Co Brokerage
Missouri
$240K
IAA
152
Independent Advisor Alliance
North Carolina
$238K +$232K +7,291 New
UCFA
153
United Capital Financial Advisors
Texas
$235K -$41.9K -1,315 -15%
William Blair & Company
154
William Blair & Company
Illinois
$231K
BAM
155
Bellevue Asset Management
Washington
$229K +$224K +7,044 New
SMC
156
Smith, Moore & Co
Missouri
$216K
SFPG
157
Stonebridge Financial Planning Group
Florida
$211K +$206K +6,466 New
CAN
158
Claraphi Advisory Network
United States
$206K -$3.18K -100 -2%
APA
159
American Portfolios Advisors
New York
$205K -$34.7K -1,089 -15%
HWA
160
Heartwood Wealth Advisors
Virginia
$203K +$199K +6,246 New
SS
161
Simplicity Solutions
Minnesota
$202K +$197K +6,190 New
SWM
162
Sugarloaf Wealth Management
Georgia
$181K +$177K +5,567 New
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$155K +$127 +4 +0.1%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$153K +$6.14K +193 +4%
PB
165
Pinnacle Bancorp
Nebraska
$151K
BFC
166
Bedel Financial Consulting
Indiana
$141K
TA
167
TFG Advisers
Michigan
$126K +$124K +3,889 New
SFS
168
Sowell Financial Services
Arkansas
$118K +$1.43K +45 +1%
TRCT
169
Tower Research Capital (TRC)
New York
$111K -$333K -10,465 -75%
GRP
170
Global Retirement Partners
California
$106K
EP
171
Eudaimonia Partners
Tennessee
$105K +$103K +3,230 New
US Bancorp
172
US Bancorp
Minnesota
$102K -$24.3K -762 -20%
RIA
173
Realta Investment Advisors
Delaware
$99K
MFT
174
Moisand Fitzgerald Tamayo
Florida
$89K
S
175
SignatureFD
Georgia
$88K +$73.2K +2,300 +569%