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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
$505K -$15.3K -441 -3%
GLA
202
Good Life Advisors
Pennsylvania
$486K -$57.3K -1,653 -10%
CAM
203
Cresset Asset Management
Illinois
$485K +$4.78K +138 +1%
BEI
204
Benjamin Edwards Inc
Missouri
$476K +$69.4K +2,001 +16%
Corient Private Wealth
205
Corient Private Wealth
Florida
$475K +$9.15K +264 +2%
PCS
206
Personal CFO Solutions
New Jersey
$463K +$68.3K +1,970 +17%
KIA
207
KCM Investment Advisors
California
$452K +$277 +8 +0.1%
TAM
208
Tucker Asset Management
Colorado
$451K +$159K +4,590 +52%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$447K -$1.02M -29,391 -69%
AWM
210
Apollon Wealth Management
South Carolina
$441K -$1.94K -56 -0.4%
FCA
211
FinTrust Capital Advisors
South Carolina
$433K +$426K +12,282 +1,878%
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$430K -$119K -3,428 -21%
HA
213
Herold Advisors
New York
$422K -$25.9K -747 -6%
Millennium Management
214
Millennium Management
New York
$418K +$434K +12,508 New
FAM
215
Formidable Asset Management
Ohio
$417K
PPWM
216
Paragon Private Wealth Management
Kentucky
$416K
PIAS
217
PCA Investment Advisory Services
Ohio
$414K +$10.5K +302 +2%
DWM
218
Darwin Wealth Management
Florida
$411K -$39.3K -1,135 -8%
WFA
219
WMG Financial Advisors
Tennessee
$398K
CF
220
Centaurus Financial
California
$397K -$34.1K -983 -8%
WCG
221
Weaver Consulting Group
California
$394K -$17.3K -500 -4%
FAN
222
Financial Advisors Network
California
$387K +$401K +11,572 New
CAL
223
Capital Analysts LLC
Pennsylvania
$383K +$69.6K +2,009 +21%
MIM
224
MTM Investment Management
South Carolina
$382K
SS
225
Sunbelt Securities
Texas
$381K -$3.36K -97 -0.8%