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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
176
Bogart Wealth LLC
Virginia
$75K
FFC
177
First Financial Corp
Indiana
$61K
MA
178
MUFG Americas
New York
$53K +$51.6K +1,620 New
EWM
179
EPG Wealth Management
Georgia
$51K +$49.7K +1,561 New
Chevy Chase Trust
180
Chevy Chase Trust
Maryland
$43K +$42.1K +1,322 New
MSFP
181
Mark Sheptoff Financial Planning
Connecticut
$42K
WB
182
West Bancorporation
Iowa
$42K +$40.6K +1,275 New
AA
183
Argent Advisors
Louisiana
$38K +$37.3K +1,172 New
CTC
184
Central Trust Company
Missouri
$36K
CFA
185
Carroll Financial Associates
North Carolina
$29K
OC
186
Oakworth Capital
Alabama
$29K
EWP
187
Engrave Wealth Partners
Texas
$29K +$29K +911 New
NSIM
188
North Star Investment Management
Illinois
$28K
HI
189
Hoey Investments
Pennsylvania
$27K +$26.2K +822 New
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$21K
AA
191
AlphaMark Advisors
Kentucky
$20K +$19.9K +625 New
CWM
192
Cedar Wealth Management
California
$19K +$18.1K +568 New
AWM
193
AllSquare Wealth Management
New York
$18K
TI
194
tru Independence
Oregon
$18K +$25.5K +800 New
OPS
195
Orion Portfolio Solutions
Nebraska
$17K +$16.8K +527 New
CFD
196
Creative Financial Designs
Indiana
$16K +$2.93K +92 +23%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$13K
FIB
198
First Interstate Bank
Montana
$11K
HCM
199
Highlander Capital Management
New Jersey
$10K
GI
200
Gradient Investments
Minnesota
$8K