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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
201
Beacon Financial Advisory
Ohio
$274K +$1.27K +34 +0.4%
HSA
202
HBK Sorce Advisory
Pennsylvania
$270K +$29.7K +794 +12%
WAS
203
WESPAC Advisors SoCal
California
$266K
KFGK
204
Keystone Financial Group (Kentucky)
Kentucky
$266K +$1.35K +36 +0.5%
SDH
205
Sloy Dahl & Holst
Washington
$261K
AWAG
206
ARS Wealth Advisors Group
Florida
$251K +$267K +7,123 New
CAN
207
Claraphi Advisory Network
United States
$248K +$34.9K +933 +15%
TI
208
tru Independence
Oregon
$247K +$262K +7,007 New
BWM
209
BCS Wealth Management
Tennessee
$246K
DTL
210
Dynamic Technology Lab
Singapore
$245K +$260K +6,944 New
Fidelity Investments
211
Fidelity Investments
Massachusetts
$244K +$142K +3,798 +122%
ABC
212
Associated Banc-Corp
Wisconsin
$244K +$259K +6,930 New
IFWM
213
Institute for Wealth Management
Colorado
$239K
XF
214
XML Financial
Maryland
$233K +$247K +6,604 New
SI
215
Saxon Interests
Texas
$229K +$1.61K +43 +0.7%
PIA
216
Perennial Investment Advisors
California
$226K +$240K +6,405 New
AWM
217
Avior Wealth Management
Nebraska
$219K +$1.53K +41 +0.7%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$217K -$15.1K -404 -7%
WANY
219
Wealthspire Advisors (New York)
New York
$211K
SVWAG
220
Sound View Wealth Advisors Group
Georgia
$210K -$43.5K -1,163 -16%
FWM
221
ForthRight Wealth Management
Georgia
$210K +$674 +18 +0.3%
CWA
222
Clearview Wealth Advisors
Oregon
$205K -$13.1K -350 -6%
PB
223
Pinnacle Bancorp
Nebraska
$167K
HCP
224
Hexagon Capital Partners
Arkansas
$162K
EL
225
EMFO LLC
Florida
$143K