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
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