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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
151
Concourse Financial Group Securities
Alabama
$853K +$169K +4,447 +25%
AWA
152
Arkadios Wealth Advisors
Georgia
$843K -$190K -4,998 -18%
IA
153
IFG Advisory
Georgia
$832K +$104K +2,746 +14%
CFD
154
Creative Financial Designs
Indiana
$821K -$2.53M -66,735 -76%
IWA
155
Icon Wealth Advisors
Texas
$797K
LFG
156
Larson Financial Group
Missouri
$795K +$14K +370 +2%
CWM
157
Cornerstone Wealth Management
Missouri
$786K -$64.7K -1,705 -8%
LW
158
Linscomb Wealth
Texas
$779K
PIA
159
Perennial Investment Advisors
California
$775K +$4.48K +118 +0.6%
Fisher Asset Management
160
Fisher Asset Management
Washington
$766K +$766K +20,190 New
PWH
161
Priebe Wealth Holdings
Minnesota
$761K +$26.9K +710 +4%
KFP
162
KMG Fiduciary Partners
Ohio
$760K -$5.65K -149 -0.7%
LSA
163
Lion Street Advisors
Texas
$757K -$108K -2,846 -12%
KAS
164
KPP Advisory Services
Kentucky
$756K -$15.1K -398 -2%
Citadel Advisors
165
Citadel Advisors
Florida
$749K +$271K +7,149 +57%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$747K +$606K +15,985 +430%
D
167
Diversified
Delaware
$736K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$732K -$6.07K -160 -0.8%
GM
169
GeoWealth Management
Illinois
$732K -$824K -21,723 -53%
AWM
170
Accel Wealth Management
Iowa
$730K +$3.79K +100 +0.5%
SOS
171
Silver Oak Securities
Tennessee
$728K +$47.1K +1,241 +7%
TI
172
tru Independence
Oregon
$716K -$147K -3,875 -17%
SVWAG
173
Sound View Wealth Advisors Group
Georgia
$706K +$42.9K +1,131 +6%
SG
174
StoneX Group
New York
$702K -$365K -9,616 -34%
GWM
175
Geneos Wealth Management
Colorado
$686K -$23.3K -613 -3%