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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
151
Old Port Advisors
Maine
$344K -$8.28K -227 -2%
SAM
152
Smithbridge Asset Management
Pennsylvania
$340K -$3.35K -92 -1%
OFS
153
Oldfather Financial Services
Nebraska
$326K – – –
AOG
154
Alpha Omega Group
Virginia
$319K -$101K -2,777 -25%
MA
155
MJP Associates
Connecticut
$315K -$173K -4,735 -36%
GRP
156
Global Retirement Partners
California
$291K +$278K +7,617 New
BFA
157
Beacon Financial Advisory
Ohio
$290K +$1.39K +38 +0.5%
WW
158
Waterfront Wealth
Kansas
$285K +$9.84K +270 +4%
WAS
159
WESPAC Advisors SoCal
California
$283K +$275K +7,550 New
KFGK
160
Keystone Financial Group (Kentucky)
Kentucky
$281K +$274K +7,506 New
TA
161
TrueWealth Advisors
Alabama
$280K – – –
SDH
162
Sloy Dahl & Holst
Washington
$277K -$27.7K -760 -9%
AWM
163
Apollon Wealth Management
South Carolina
$267K -$65.6K -1,798 -20%
SVWAG
164
Sound View Wealth Advisors Group
Georgia
$267K +$7.98K +219 +3%
MC
165
Moors & Cabot
Massachusetts
$264K – – –
BWM
166
BCS Wealth Management
Tennessee
$261K – – –
HSA
167
HBK Sorce Advisory
Pennsylvania
$257K +$219 +6 +0.1%
OPS
168
Orion Portfolio Solutions
Nebraska
$257K +$250K +6,857 New
IFWM
169
Institute for Wealth Management
Colorado
$254K – – –
CW
170
CreativeOne Wealth
Kansas
$248K +$241K +6,614 New
SI
171
Saxon Interests
Texas
$242K +$1.75K +48 +0.7%
LGA
172
Lebenthal Global Advisors
New York
$234K -$3.65K -100 -2%
HWA
173
Heartwood Wealth Advisors
Virginia
$234K – – –
BFEC
174
Benjamin F. Edwards & Company
Missouri
$232K -$25K -687 -10%
AWM
175
Avior Wealth Management
Nebraska
$231K +$1.68K +46 +0.7%
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