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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
176
Ancora Advisors
Ohio
$384K – – –
LWA
177
Lineweaver Wealth Advisors
Ohio
$384K +$409K +10,914 New
SMC
178
Smith, Moore & Co
Missouri
$380K +$20.6K +550 +5%
RIA
179
Realta Investment Advisors
Delaware
$358K +$30.3K +809 +9%
SFG
180
StrategIQ Financial Group
Indiana
$354K -$8.72K -233 -2%
AWM
181
Apollon Wealth Management
South Carolina
$344K +$98.7K +2,636 +37%
GRP
182
Global Retirement Partners
California
$340K +$76.1K +2,034 +27%
OFS
183
Oldfather Financial Services
Nebraska
$338K +$28.4K +759 +9%
WAM
184
WealthTrust Asset Management
Florida
$332K +$112 +3 +0%
SAM
185
Smithbridge Asset Management
Pennsylvania
$332K +$13.3K +355 +4%
SIM
186
Sterling Investment Management
Arizona
$326K -$55.8K -1,490 -14%
WAS
187
Wealth Advisory Solutions
Indiana
$323K +$343K +9,163 New
OPA
188
Old Port Advisors
Maine
$320K – – –
HWA
189
Heartwood Wealth Advisors
Virginia
$303K +$87.9K +2,348 +38%
AOG
190
Alpha Omega Group
Virginia
$300K +$187 +5 +0.1%
MA
191
MJP Associates
Connecticut
$299K +$2.13K +57 +0.7%
CW
192
CreativeOne Wealth
Kansas
$299K +$70K +1,869 +28%
AWA
193
Arete Wealth Advisors
Illinois
$299K +$317K +8,478 New
FCAG
194
First Capital Advisors Group
New Jersey
$295K +$313K +8,372 New
SIA
195
SkyView Investment Advisors
New Jersey
$295K +$313K +8,372 New
MC
196
Moors & Cabot
Massachusetts
$292K +$46K +1,230 +17%
AIP
197
Almanack Investment Partners
Pennsylvania
$285K +$303K +8,106 New
CTB
198
Country Trust Bank
Illinois
$281K -$59.4K -1,587 -17%
WW
199
Waterfront Wealth
Kansas
$278K +$15.9K +425 +6%
TA
200
TrueWealth Advisors
Alabama
$275K -$2.32K -62 -0.8%
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