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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
151
FSB Premier Wealth Management
Iowa
$1.04M +$26.8K +774 +3%
GIA
152
Gladstone Institutional Advisory
Florida
$1.04M +$216K +6,249 +26%
ES
153
Eagle Strategies
New York
$1.03M -$6.26M -180,786 -86%
IA
154
IFG Advisory
Georgia
$993K -$850K -24,522 -46%
WWM
155
Western Wealth Management
Colorado
$991K -$120K -3,457 -11%
LFAS
156
Level Four Advisory Services
Texas
$989K +$235K +6,779 +30%
GWP
157
Gateway Wealth Partners
Wisconsin
$987K +$53.9K +1,556 +6%
IFG
158
Independent Financial Group
California
$958K +$120K +3,460 +14%
Creative Planning
159
Creative Planning
Kansas
$957K -$150K -4,316 -13%
GWM
160
Geneos Wealth Management
Colorado
$862K -$2.98M -85,923 -77%
Bank of Nova Scotia
161
Bank of Nova Scotia
Ontario, Canada
$859K -$138K -3,990 -14%
TI
162
tru Independence
Oregon
$858K +$1.91K +55 +0.2%
SMC
163
Smith, Moore & Co
Missouri
$841K +$76.3K +2,203 +10%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$827K -$56K -1,617 -6%
IWP
165
Icon Wealth Partners
Texas
$823K +$1.14K +33 +0.1%
AWG
166
Altus Wealth Group
Colorado
$822K +$29.6K +853 +4%
NL
167
NWAM LLC
Washington
$819K -$6.93K -200 -0.8%
FHA
168
Flagship Harbor Advisors
Massachusetts
$805K +$7.52K +217 +0.9%
VCM
169
Virtue Capital Management
Tennessee
$800K -$13.8K -399 -2%
PWMG
170
Provence Wealth Management Group
California
$799K -$200K -5,776 -20%
IA
171
IFP Advisors
Florida
$792K +$73.5K +2,121 +10%
LAS
172
LWM Advisory Services
Florida
$774K +$66.6K +1,923 +9%
AWM
173
Accel Wealth Management
Iowa
$768K +$6.13K +177 +0.8%
XF
174
XML Financial
Maryland
$754K -$110K -3,189 -13%
KFP
175
KMG Fiduciary Partners
Ohio
$737K -$170K -4,893 -18%