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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
201
Oldfather Financial Services
Nebraska
$277K -$27.1K -759 -8%
WAM
202
WealthTrust Asset Management
Florida
$276K -$30.2K -846 -9%
HWA
203
Heartwood Wealth Advisors
Virginia
$276K – – –
AOG
204
Alpha Omega Group
Virginia
$274K – – –
WAS
205
WESPAC Advisors SoCal
California
$273K – – –
FHC
206
First Heartland Consultants
Missouri
$272K +$303K +8,488 New
LFAS
207
Level Four Advisory Services
Texas
$271K +$301K +8,438 New
MC
208
Moors & Cabot
Massachusetts
$270K +$4.11K +115 +1%
FFG
209
Ford Financial Group
California
$268K +$298K +8,344 New
KA
210
Kovack Advisors
Florida
$265K -$386K -10,810 -57%
LSA
211
Lion Street Advisors
Texas
$260K +$287K +8,041 New
MA
212
MJP Associates
Connecticut
$252K -$22.7K -635 -7%
BFA
213
Beacon Financial Advisory
Ohio
$252K +$2.25K +63 +0.8%
MA
214
Mutual Advisors
Nebraska
$252K +$280K +7,846 New
HSA
215
HBK Sorce Advisory
Pennsylvania
$247K +$250 +7 +0.1%
SDH
216
Sloy Dahl & Holst
Washington
$238K – – –
AF
217
Alerus Financial
North Dakota
$225K +$250K +7,000 New
BWM
218
BCS Wealth Management
Tennessee
$224K – – –
FPWM
219
FSB Premier Wealth Management
Iowa
$223K +$248K +6,949 New
IFWM
220
Institute for Wealth Management
Colorado
$218K – – –
CA
221
Calton & Associates
Florida
$218K +$243K +6,796 New
RT
222
Rockland Trust
Massachusetts
$216K -$373K -10,448 -61%
SWM
223
Southern Wealth Management
Texas
$215K +$213K +5,950 New
NWMG
224
National Wealth Management Group
Ohio
$211K +$235K +6,567 New
CTB
225
Country Trust Bank
Illinois
$208K -$53.6K -1,500 -19%
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