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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
176
Advisory Alpha
Michigan
$1.27M -$41K -992 -3%
MOS
177
MGO One Seven
Ohio
$1.27M -$123K -2,988 -9%
BCI
178
Blue Capital Inc
Nebraska
$1.25M +$1.23M +29,905 New
AI
179
Atria Investments
North Carolina
$1.25M -$228K -5,518 -16%
BRWA
180
B. Riley Wealth Advisors
Florida
$1.24M -$988K -23,921 -45%
LAS
181
LWM Advisory Services
Florida
$1.23M -$1.05M -25,462 -46%
GWM
182
Geneos Wealth Management
Colorado
$1.23M +$402K +9,729 +50%
SOS
183
Silver Oak Securities
Tennessee
$1.22M -$3.68M -89,224 -75%
FZCM
184
Flynn Zito Capital Management
New York
$1.2M +$12.8K +310 +1%
ACS
185
Archford Capital Strategies
Illinois
$1.19M +$502K +12,160 +75%
FF
186
Fortitude Financial
Washington
$1.18M +$1.01M +24,509 New
MC
187
Moors & Cabot
Massachusetts
$1.18M -$87.1K -2,110 -7%
DIA
188
Dana Investment Advisors
Wisconsin
$1.18M +$1.16M +28,144 New
NCM
189
Neumann Capital Management
California
$1.16M +$425K +10,300 +59%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$1.15M +$41.4K +1,003 +4%
MWM
191
Modern Wealth Management
Kansas
$1.14M +$5.99K +145 +0.5%
KWA
192
Kingswood Wealth Advisors
California
$1.13M +$224K +5,435 +25%
PTC
193
Private Trust Company
Ohio
$1.12M -$207K -5,019 -16%
IA
194
IFG Advisory
Georgia
$1.12M +$523K +12,666 +89%
AWG
195
Altus Wealth Group
Colorado
$1.12M +$3.47K +84 +0.3%
CCFM
196
Clear Creek Financial Management
Washington
$1.11M +$87.4K +2,117 +9%
TWM
197
TCFG Wealth Management
California
$1.11M -$1.16K -28 -0.1%
WIA
198
World Investment Advisors
California
$1.11M +$61.3K +1,484 +6%
SWGC
199
Summit Wealth Group (Colorado)
Colorado
$1.11M +$1.09M +26,438 New
Bank of New York Mellon
200
Bank of New York Mellon
New York
$1.1M +$384K +9,297 +55%