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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
Sightline Wealth Advisors
Connecticut
$484K -$72.7K -1,915 -13%
MWM
202
Mattern Wealth Management
Kansas
$482K -$79.4K -2,092 -14%
RIA
203
Regal Investment Advisors
Michigan
$479K -$19K -500 -4%
WFA
204
WMG Financial Advisors
Tennessee
$477K
PPWM
205
Paragon Private Wealth Management
Kentucky
$471K
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$467K +$2.66K +70 +0.6%
SS
207
Sunbelt Securities
Texas
$464K +$50K +1,319 +12%
MFIM
208
Mesirow Financial Investment Management
Illinois
$459K -$4.74K -125 -1%
FHA
209
Flagship Harbor Advisors
Massachusetts
$444K -$60.7K -1,601 -12%
WP
210
Wealthspan Partners
Iowa
$440K +$157K +4,146 +56%
WCG
211
Weaver Consulting Group
California
$439K -$7.59K -200 -2%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$438K -$172K -4,532 -28%
PIAS
213
PCA Investment Advisory Services
Ohio
$437K +$1.18K +31 +0.3%
PCS
214
Personal CFO Solutions
New Jersey
$433K -$104K -2,740 -19%
MIM
215
MTM Investment Management
South Carolina
$433K
MSFS
216
Main Street Financial Solutions
Pennsylvania
$433K +$873 +23 +0.2%
HP
217
Holistic Planning
Texas
$430K
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$428K +$1.02K +27 +0.2%
FTS
219
Fifth Third Securities
Ohio
$420K +$420K +11,079 New
FH
220
FWG Holdings
Florida
$418K +$76 +2 +0%
CA
221
Continuum Advisory
Idaho
$403K -$1.55K -41 -0.4%
SF
222
Synovus Financial
Georgia
$397K +$146K +3,856 +58%
CA
223
Calton & Associates
Florida
$393K -$1.18K -31 -0.3%
MGWA
224
Monument Group Wealth Advisors
Massachusetts
$393K
IWM
225
Iams Wealth Management
Nebraska
$382K -$1.03M -27,137 -73%