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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
201
Kingswood Wealth Advisors
California
$933K +$427K +10,106 +89%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$926K -$28K -663 -3%
PFA
203
Pinnacle Family Advisors
Missouri
$917K -$53.7K -1,270 -6%
NL
204
NWAM LLC
Washington
$893K -$718 -17 -0.1%
LW
205
Linscomb Wealth
Texas
$892K
CWM
206
Cornerstone Wealth Management
Missouri
$873K +$25.3K +598 +3%
CIAS
207
Capital Investment Advisory Services
North Carolina
$854K -$105K -2,482 -11%
IWA
208
Icon Wealth Advisors
Texas
$852K
GWM
209
Geneos Wealth Management
Colorado
$850K +$71.5K +1,693 +9%
SVWAG
210
Sound View Wealth Advisors Group
Georgia
$847K -$54.1K -1,279 -6%
KAS
211
KPP Advisory Services
Kentucky
$840K -$16.4K -389 -2%
FFN
212
Focus Financial Network
Minnesota
$833K +$810K +19,167 New
TI
213
tru Independence
Oregon
$826K +$1.56K +37 +0.2%
SEIA
214
Signature Estate & Investment Advisors
California
$818K +$366K +8,662 +85%
Tudor Investment Corp
215
Tudor Investment Corp
Connecticut
$811K -$61.9K -1,464 -7%
CW
216
CreativeOne Wealth
Kansas
$774K +$1.44K +34 +0.2%
PIA
217
Perennial Investment Advisors
California
$770K -$94.9K -2,246 -11%
FHA
218
Flagship Harbor Advisors
Massachusetts
$765K +$204K +4,818 +38%
IF
219
Intrua Financial
Texas
$765K -$59K -1,395 -7%
NCM
220
Neumann Capital Management
California
$758K
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$745K +$71.1K +1,683 +11%
BAM
222
Belpointe Asset Management
Nevada
$742K -$22.9K -541 -3%
CWM
223
Connecticut Wealth Management
Connecticut
$738K
Bank of New York Mellon
224
Bank of New York Mellon
New York
$734K +$205K +4,843 +40%
ACS
225
Archford Capital Strategies
Illinois
$704K