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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
151
Private Portfolio Partners
New Jersey
$1.16M -$35.6K -1,052 -3%
KWM
152
Kingsview Wealth Management
Oregon
$1.13M -$321K -9,464 -23%
SMC
153
Smith, Moore & Co
Missouri
$1.12M +$181K +5,340 +21%
CIAS
154
Capital Investment Advisory Services
North Carolina
$1.12M -$50.5K -1,492 -5%
Creative Planning
155
Creative Planning
Kansas
$1.07M +$65.6K +1,935 +7%
WWM
156
Western Wealth Management
Colorado
$1.03M -$45.7K -1,349 -4%
CRI
157
Colonial River Investments
Virginia
$1.02M +$355K +10,465 +58%
AWA
158
Arkadios Wealth Advisors
Georgia
$1.02M -$223K -6,577 -19%
SOS
159
Silver Oak Securities
Tennessee
$935K -$1.14M -33,659 -56%
CFS
160
Commonwealth Financial Services
West Virginia
$921K -$4.4K -130 -0.5%
Bank of Nova Scotia
161
Bank of Nova Scotia
Ontario, Canada
$911K -$13.9K -410 -2%
AWG
162
Altus Wealth Group
Colorado
$887K -$3.79K -112 -0.5%
LFAS
163
Level Four Advisory Services
Texas
$867K -$177K -5,235 -18%
CWM
164
Cornerstone Wealth Management
Missouri
$863K -$338K -9,972 -29%
IA
165
IFG Advisory
Georgia
$860K -$85.9K -2,537 -10%
TI
166
tru Independence
Oregon
$834K -$30.3K -893 -4%
LSA
167
Lion Street Advisors
Texas
$818K -$25.1K -742 -3%
MI
168
Motiv8 Investments
Florida
$818K +$772K +22,797 New
IWA
169
Icon Wealth Advisors
Texas
$795K +$750K +22,149 New
PIA
170
Perennial Investment Advisors
California
$785K -$83.7K -2,470 -10%
NL
171
NWAM LLC
Washington
$780K -$73.6K -2,174 -9%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$777K -$79.9K -2,358 -10%
CFGS
173
Concourse Financial Group Securities
Alabama
$775K -$10.2K -301 -1%
CA
174
CoreCap Advisors
Michigan
$767K +$724K +21,385 New
GRP
175
Global Retirement Partners
California
$761K -$5.49K -162 -0.8%