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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CW
201
CreativeOne Wealth
Kansas
$716K -$190K -4,534 -20%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$704K -$5.33K -127 -0.7%
NCM
203
Neumann Capital Management
California
$703K
KA
204
Kovack Advisors
Florida
$695K +$13.7K +327 +2%
SG
205
StoneX Group
New York
$695K -$92K -2,193 -11%
CWM
206
Connecticut Wealth Management
Connecticut
$684K
BW
207
Bison Wealth
Georgia
$670K -$58.3K -1,389 -8%
GRP
208
Global Retirement Partners
California
$662K -$15K -358 -2%
CAM
209
Cresset Asset Management
Illinois
$660K +$125K +2,975 +22%
ACS
210
Archford Capital Strategies
Illinois
$652K
AWM
211
Apollon Wealth Management
South Carolina
$634K +$1.72K +41 +0.3%
AC
212
AIFG Consultants
New York
$634K -$4.56M -108,751 -87%
CAS
213
Coppell Advisory Solutions
Texas
$631K +$69.7K +1,661 +12%
BW
214
Basepoint Wealth
Iowa
$630K +$6.25K +149 +1%
AG
215
AmeriFlex Group
Nevada
$629K +$636K +15,143 New
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$623K -$124K -2,948 -16%
KFGK
217
Keystone Financial Group (Kentucky)
Kentucky
$615K -$252 -6 -0%
ACA
218
Aptus Capital Advisors
Alabama
$589K +$365K +8,686 +148%
TWP
219
Triad Wealth Partners
Kansas
$584K +$608K +14,495 New
IIM
220
Illumine Investment Management
Washington
$578K +$603K +14,367 New
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$573K +$30.4K +724 +5%
IA
222
IFG Advisory
Georgia
$569K -$317K -7,565 -35%
WA
223
Waverly Advisors
Alabama
$568K +$15.3K +364 +3%
BB
224
Bell Bank
North Dakota
$564K +$588K +14,015 New
1W
225
1776 Wealth
Georgia
$551K