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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LW
151
Linscomb Wealth
Texas
$660K
Bessemer Group
152
Bessemer Group
New Jersey
$643K
HF
153
HRT Financial
New York
$621K +$691K +19,334 New
CAN
154
Claraphi Advisory Network
United States
$613K +$431K +12,055 +171%
HFA
155
High Falls Advisors
New York
$575K +$571 +16 +0.1%
PPWM
156
Paragon Private Wealth Management
Kentucky
$566K +$16.6K +465 +3%
CWM
157
Connecticut Wealth Management
Connecticut
$546K
Koshinski Asset Management
158
Koshinski Asset Management
Illinois
$545K -$5.54K -155 -0.9%
D
159
Diversified
Delaware
$538K +$599K +16,757 New
1W
160
1776 Wealth
Georgia
$528K
BW
161
Basepoint Wealth
Iowa
$515K +$286 +8 +0%
RIA
162
Regal Investment Advisors
Michigan
$492K +$3.57K +100 +0.7%
PCS
163
Personal CFO Solutions
New Jersey
$481K +$106K +2,971 +25%
FAM
164
Formidable Asset Management
Ohio
$468K
LMKC
165
L.M. Kohn & Company
Ohio
$468K
UBG
166
United Bank (Georgia)
Georgia
$457K -$6.39K -179 -1%
CWM
167
Cornerstone Wealth Management
Missouri
$450K +$501K +14,013 New
MSFS
168
Main Street Financial Solutions
Pennsylvania
$442K +$491K +13,744 New
KIA
169
KCM Investment Advisors
California
$433K +$89.4K +2,504 +23%
WCG
170
Weaver Consulting Group
California
$430K
AWM
171
Apollon Wealth Management
South Carolina
$418K +$116K +3,241 +33%
PIA
172
Perennial Investment Advisors
California
$406K +$222K +6,217 +97%
FAN
173
Financial Advisors Network
California
$404K
AWA
174
Arete Wealth Advisors
Illinois
$401K +$143K +3,990 +47%
FFS
175
Founders Financial Securities
Maryland
$393K -$198K -5,544 -31%