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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
201
Regal Investment Advisors
Michigan
$529K +$37K +1,069 +7%
KFGK
202
Keystone Financial Group (Kentucky)
Kentucky
$526K +$536K +15,477 New
AWA
203
Arete Wealth Advisors
Illinois
$498K -$60.8K -1,756 -11%
CAM
204
Cresset Asset Management
Illinois
$488K +$497K +14,354 New
Corient Private Wealth
205
Corient Private Wealth
Florida
$474K +$50.3K +1,451 +12%
DWM
206
Darwin Wealth Management
Florida
$461K +$111K +3,213 +31%
KIA
207
KCM Investment Advisors
California
$459K +$173 +5 +0%
HA
208
Herold Advisors
New York
$455K +$463K +13,373 New
LFG
209
Larson Financial Group
Missouri
$453K +$79.7K +2,300 +21%
AWM
210
Apollon Wealth Management
South Carolina
$450K -$3.15K -91 -0.7%
MSFS
211
Main Street Financial Solutions
Pennsylvania
$441K -$2.6K -75 -0.6%
CF
212
Centaurus Financial
California
$437K -$450K -12,992 -50%
UBG
213
United Bank (Georgia)
Georgia
$431K -$6.96K -201 -2%
RIA
214
Realta Investment Advisors
Delaware
$426K +$16.1K +466 +4%
FAM
215
Formidable Asset Management
Ohio
$424K
PPWM
216
Paragon Private Wealth Management
Kentucky
$423K
TI
217
Trexquant Investment
Connecticut
$420K +$428K +12,362 New
WCG
218
Weaver Consulting Group
California
$418K -$24.3K -700 -5%
BEI
219
Benjamin Edwards Inc
Missouri
$416K +$91K +2,628 +27%
PIAS
220
PCA Investment Advisory Services
Ohio
$411K +$1.28K +37 +0.3%
WFA
221
WMG Financial Advisors
Tennessee
$405K
PCS
222
Personal CFO Solutions
New Jersey
$404K -$535K -15,437 -57%
ZIM
223
Zacks Investment Management
Illinois
$403K +$208K +6,003 +103%
SS
224
Sunbelt Securities
Texas
$391K -$105K -3,027 -21%
MIM
225
MTM Investment Management
South Carolina
$388K