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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
201
TCFG Investment Advisors
California
$1.25M – – –
FGA
202
Fortis Group Advisors
New Jersey
$1.25M -$4.03M -80,675 -76%
CFS
203
Commonwealth Financial Services
West Virginia
$1.25M -$7.24K -145 -0.6%
PAS
204
PKS Advisory Services
New York
$1.24M -$954K -19,119 -43%
DE
205
Diversified Enterprises
Delaware
$1.24M +$798 +16 +0.1%
AWG
206
Altus Wealth Group
Colorado
$1.23M -$32.4K -649 -3%
KFP
207
KMG Fiduciary Partners
Ohio
$1.21M +$5.09K +102 +0.4%
TNBTD
208
Trustmark National Bank Trust Department
Mississippi
$1.19M -$4.99K -100 -0.4%
CA
209
Continuum Advisory
Idaho
$1.18M -$259K -5,184 -18%
BB
210
Bell Bank
North Dakota
$1.18M +$516K +10,332 +74%
LFG
211
Larson Financial Group
Missouri
$1.11M -$6.99K -140 -0.6%
ACA
212
Aspire Capital Advisors
Washington
$1.1M +$306K +6,130 +37%
LFAS
213
Level Four Advisory Services
Texas
$1.1M +$414K +8,290 +58%
ACS
214
Archford Capital Strategies
Illinois
$1.09M – – –
BW
215
Basepoint Wealth
Iowa
$1.04M +$130K +2,598 +14%
SMC
216
Smith, Moore & Co
Missouri
$1.02M +$38.5K +772 +4%
CA
217
Calton & Associates
Florida
$1.02M -$110K -2,206 -10%
AFP
218
Ausdal Financial Partners
Iowa
$1.01M -$125K -2,511 -11%
NL
219
NWAM LLC
Washington
$1.01M +$798 +16 +0.1%
RBWA
220
RFG - Bristol Wealth Advisors
Massachusetts
$1.01M -$10.6K -213 -1%
FAM
221
Formidable Asset Management
Ohio
$996K -$782K -15,671 -44%
SVWAG
222
Sound View Wealth Advisors Group
Georgia
$995K +$68K +1,363 +7%
Betterment LLC
223
Betterment LLC
New York
$993K +$167K +3,343 +20%
FTUS
224
Flow Traders U.S.
New York
$989K +$394K +7,895 +64%
SEIA
225
Signature Estate & Investment Advisors
California
$986K +$32.2K +645 +3%
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9
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