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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$1.74M +$103K +2,115 +7%
MCCP
177
Mission Creek Capital Partners
California
$1.72M -$253K -5,169 -13%
CCFM
178
Clear Creek Financial Management
Washington
$1.71M +$407K +8,330 +33%
QC
179
Quadrature Capital
United Kingdom
$1.67M +$750K +15,345 +87%
SAM
180
Synergy Asset Management
Washington
$1.65M +$1.59M +32,486 New
WWM
181
Western Wealth Management
Colorado
$1.64M -$11.4K -233 -0.7%
CAL
182
Capital Analysts LLC
Pennsylvania
$1.62M -$421K -8,614 -21%
ISFAN
183
Investor's Fiduciary Advisor Network
Washington
$1.62M -$26.2K -537 -2%
TPBG
184
Turning Point Benefit Group
Maryland
$1.6M -$1.93M -39,570 -55%
NCM
185
Neumann Capital Management
California
$1.6M +$362K +7,400 +31%
FAM
186
Formidable Asset Management
Ohio
$1.56M -$29.8K -609 -2%
FZCM
187
Flynn Zito Capital Management
New York
$1.55M +$69.7K +1,426 +5%
SWAG
188
Spectrum Wealth Advisory Group
California
$1.54M -$145K -2,976 -9%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$1.53M +$138K +2,832 +10%
CA
190
Continuum Advisory
Idaho
$1.5M +$101K +2,058 +7%
TRCT
191
Tower Research Capital (TRC)
New York
$1.49M +$1.3M +26,500 +933%
BRWA
192
B. Riley Wealth Advisors
Florida
$1.47M -$12.7K -260 -0.9%
ASN
193
Advisory Services Network
Georgia
$1.47M +$153K +3,132 +12%
NFG
194
Nations Financial Group
Iowa
$1.45M -$60.9K -1,246 -4%
BAM
195
Belpointe Asset Management
Nevada
$1.42M +$92.1K +1,884 +7%
SWGC
196
Summit Wealth Group (Colorado)
Colorado
$1.42M +$73.9K +1,512 +6%
CF
197
Centaurus Financial
California
$1.38M +$713K +14,596 +116%
NRI
198
NFP Retirement Inc
California
$1.38M +$334K +6,844 New
MWM
199
Maridea Wealth Management
New York
$1.37M +$87.3K +1,786 +7%
CFB
200
Cullen/Frost Bankers
Texas
$1.37M +$47.3K +968 +4%