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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
201
Capital Analysts LLC
Pennsylvania
$536K +$118K +3,484 +30%
CA
202
Continuum Advisory
Idaho
$532K -$687K -20,283 -58%
NW
203
NewEdge Wealth
Pennsylvania
$529K +$499K +14,733 New
FCA
204
FinTrust Capital Advisors
South Carolina
$522K +$55K +1,625 +13%
BEI
205
Benjamin Edwards Inc
Missouri
$521K +$9.79K +289 +2%
PCS
206
Personal CFO Solutions
New Jersey
$498K +$474 +14 +0.1%
TAM
207
Tucker Asset Management
Colorado
$489K +$4.67K +138 +1%
AWM
208
Apollon Wealth Management
South Carolina
$473K
RIA
209
Regal Investment Advisors
Michigan
$459K -$77.9K -2,300 -15%
FFN
210
Focus Financial Network
Minnesota
$457K +$431K +12,734 New
PPWM
211
Paragon Private Wealth Management
Kentucky
$454K +$6.5K +192 +2%
ZF
212
Zega Financial
Florida
$447K +$422K +12,451 New
CA
213
Claro Advisors
Massachusetts
$447K -$130K -3,834 -24%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$446K -$131K -3,879 -24%
FAM
215
Formidable Asset Management
Ohio
$440K -$6.78K -200 -2%
MFIM
216
Mesirow Financial Investment Management
Illinois
$438K +$414K +12,216 New
OFS
217
OneAscent Financial Services
Alabama
$438K +$51.9K +1,531 +14%
TC
218
TownSquare Capital
Utah
$431K -$3.21M -94,774 -89%
WFA
219
WMG Financial Advisors
Tennessee
$427K
PIAS
220
PCA Investment Advisory Services
Ohio
$424K -$19.1K -565 -5%
WCG
221
Weaver Consulting Group
California
$423K
MSFS
222
Main Street Financial Solutions
Pennsylvania
$414K +$5.72K +169 +1%
MIM
223
MTM Investment Management
South Carolina
$410K
ES
224
Eagle Strategies
New York
$409K -$696K -20,542 -64%
Corient Private Wealth
225
Corient Private Wealth
Florida
$407K -$96.3K -2,844 -20%