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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
176
Clearview Wealth Advisors
Oregon
$231K +$78.5K +2,152 +54%
CAN
177
Claraphi Advisory Network
United States
$228K +$222K +6,097 New
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$226K -$45.8K -1,256 -17%
WANY
179
Wealthspire Advisors (New York)
New York
$225K +$219K +6,000 New
FWM
180
ForthRight Wealth Management
Georgia
$223K -$125K -3,415 -36%
IWC
181
Integrated Wealth Concepts
Massachusetts
$216K -$453K -12,430 -68%
USCWA
182
U.S. Capital Wealth Advisors
Texas
$209K +$203K +5,576 New
SFP
183
Sweet Financial Partners
Minnesota
$205K +$200K +5,478 New
FHA
184
Flagship Harbor Advisors
Massachusetts
$205K +$200K +5,479 New
MSFS
185
Main Street Financial Solutions
Pennsylvania
$205K +$200K +5,482 New
NFSG
186
Newbridge Financial Services Group
Florida
$187K
PB
187
Pinnacle Bancorp
Nebraska
$177K
HCP
188
Hexagon Capital Partners
Arkansas
$172K
BEI
189
Benjamin Edwards Inc
Missouri
$165K +$22.7K +623 +16%
BFC
190
Bedel Financial Consulting
Indiana
$162K
EL
191
EMFO LLC
Florida
$152K
BAM
192
Bellevue Asset Management
Washington
$151K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$149K -$120K -3,296 -45%
FAG
194
Fortitude Advisory Group
Washington
$126K
TSWM
195
Tyler-Stone Wealth Management
Ohio
$120K
Fidelity Investments
196
Fidelity Investments
Massachusetts
$117K +$24.8K +680 +28%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$113K +$26.3K +720 +31%
HA
198
Herold Advisors
New York
$95.5K +$93K +2,550 New
HBW
199
Hazlett, Burt & Watson
West Virginia
$84K +$81.9K +2,246 New
RCM
200
Raleigh Capital Management
North Carolina
$82K +$79.7K +2,186 New