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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$660K +$59.6K +1,571 +10%
CWM
177
Connecticut Wealth Management
Connecticut
$645K
ACS
178
Archford Capital Strategies
Illinois
$632K
RFG
179
REAP Financial Group
Texas
$628K -$29.1K -767 -4%
FGA
180
Fortis Group Advisors
New Jersey
$627K +$627K +16,531 New
CW
181
CreativeOne Wealth
Kansas
$627K -$525K -13,830 -46%
Bank of New York Mellon
182
Bank of New York Mellon
New York
$623K +$404K +10,660 +185%
IF
183
Intrua Financial
Texas
$620K +$14.2K +373 +2%
Jane Street
184
Jane Street
New York
$619K -$313K -8,261 -34%
LMKC
185
L.M. Kohn & Company
Ohio
$618K -$57.8K -1,524 -9%
GRP
186
Global Retirement Partners
California
$609K -$154K -4,068 -20%
BW
187
Basepoint Wealth
Iowa
$609K
TC
188
TownSquare Capital
Utah
$602K -$1.76M -46,484 -75%
KA
189
Kovack Advisors
Florida
$599K +$599K +15,781 New
AWM
190
Apollon Wealth Management
South Carolina
$594K -$43.2K -1,139 -7%
LFAS
191
Level Four Advisory Services
Texas
$589K -$328K -8,638 -36%
1W
192
1776 Wealth
Georgia
$580K -$60.4K -1,591 -9%
TAM
193
Tucker Asset Management
Colorado
$574K +$51.4K +1,355 +10%
CAM
194
Cresset Asset Management
Illinois
$565K -$50.3K -1,327 -8%
Belvedere Trading
195
Belvedere Trading
Illinois
$558K +$558K +14,704 New
MWA
196
Merkkuri Wealth Advisors
New York
$547K +$547K +14,422 New
WA
197
Waverly Advisors
Alabama
$523K +$104K +2,748 +25%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$522K +$97.4K +2,568 +23%
CAS
199
Coppell Advisory Solutions
Texas
$520K +$520K +13,714 New
SF
200
Summit Financial
New Jersey
$504K +$504K +13,287 New