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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$259K +$248K +7,272 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$257K -$56.9K -1,669 -19%
WW
153
Waterfront Wealth
Kansas
$256K – – –
MC
154
Moors & Cabot
Massachusetts
$251K -$7.67K -225 -3%
BWM
155
BCS Wealth Management
Tennessee
$248K – – –
SVWAG
156
Sound View Wealth Advisors Group
Georgia
$246K +$784 +23 +0.3%
BFEC
157
Benjamin F. Edwards & Company
Missouri
$244K -$179K -5,257 -43%
HSA
158
HBK Sorce Advisory
Pennsylvania
$244K +$2.29K +67 +1%
IFWM
159
Institute for Wealth Management
Colorado
$241K – – –
SI
160
Saxon Interests
Texas
$235K +$218K +6,404 New
TFA
161
Teamwork Financial Advisors
Texas
$225K -$20.6K -604 -9%
LGA
162
Lebenthal Global Advisors
New York
$225K – – –
HWA
163
Heartwood Wealth Advisors
Virginia
$222K – – –
AWM
164
Avior Wealth Management
Nebraska
$218K +$45.5K +1,335 +28%
NFSG
165
Newbridge Financial Services Group
Florida
$178K – – –
PB
166
Pinnacle Bancorp
Nebraska
$168K – – –
IA
167
IFP Advisors
Florida
$165K – – –
HCP
168
Hexagon Capital Partners
Arkansas
$163K – – –
BFC
169
Bedel Financial Consulting
Indiana
$154K – – –
EL
170
EMFO LLC
Florida
$144K – – –
CWA
171
Clearview Wealth Advisors
Oregon
$143K +$137K +4,008 New
BAM
172
Bellevue Asset Management
Washington
$142K – – –
BEI
173
Benjamin Edwards Inc
Missouri
$134K +$36.4K +1,066 +39%
FAG
174
Fortitude Advisory Group
Washington
$120K +$115K +3,374 New
TSWM
175
Tyler-Stone Wealth Management
Ohio
$114K +$110K +3,215 New