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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
201
Commonwealth Financial Services
West Virginia
$1.08M -$29.5K -714 -3%
DE
202
Diversified Enterprises
Delaware
$1.08M -$35.8K -868 -3%
KFP
203
KMG Fiduciary Partners
Ohio
$1.04M +$19.9K +483 +2%
PWH
204
Priebe Wealth Holdings
Minnesota
$989K +$57.2K +1,385 +6%
BFA
205
Beacon Financial Advisory
Ohio
$977K +$686K +16,619 +247%
NEPWA
206
New England Private Wealth Advisors
Massachusetts
$970K +$937K +22,695 New
Jane Street
207
Jane Street
New York
$953K +$940K +22,753 New
FB
208
Finward Bancorp
Indiana
$943K
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$926K +$329K +7,966 +56%
DWP
210
Daymark Wealth Partners
Ohio
$915K -$66.7K -1,614 -7%
TPBG
211
Turning Point Benefit Group
Maryland
$899K +$268K +6,487 +43%
MSAM
212
Moloney Securities Asset Management
Missouri
$894K -$8.42K -204 -0.9%
CA
213
Calton & Associates
Florida
$878K +$448K +10,840 +107%
SW
214
SteelPeak Wealth
California
$873K +$861K +20,857 New
NL
215
NWAM LLC
Washington
$864K -$4.67K -113 -0.5%
LW
216
Linscomb Wealth
Texas
$860K
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$856K -$36.8K -891 -4%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$852K +$132K +3,194 +19%
LFG
219
Larson Financial Group
Missouri
$843K -$68.1K -1,650 -8%
CA
220
Crumly & Associates
Illinois
$838K -$134K -3,246 -14%
CWM
221
Cornerstone Wealth Management
Missouri
$829K -$12.5K -303 -2%
KAS
222
KPP Advisory Services
Kentucky
$825K +$14.3K +346 +2%
SVWAG
223
Sound View Wealth Advisors Group
Georgia
$822K +$5.95K +144 +0.7%
IWA
224
Icon Wealth Advisors
Texas
$821K
SEIA
225
Signature Estate & Investment Advisors
California
$800K +$11.9K +288 +2%