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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M +$25.3M +1,044,868 +31%
LPL Financial
2
LPL Financial
California
$65.6M +$24.1M +993,246 +63%
Bank of America
3
Bank of America
North Carolina
$65.5M +$16.2M +667,498 +35%
Wells Fargo
4
Wells Fargo
California
$55.1M +$28.4M +1,172,233 +120%
UBS Group
5
UBS Group
Switzerland
$36.9M +$12.5M +515,372 +56%
HA
6
Hays Advisory
Tennessee
$27.3M +$25.9M +1,065,846 New
SAM
7
Shamrock Asset Management
Texas
$17.3M +$16.3M +672,955 New
RJA
8
Raymond James & Associates
Florida
$17.2M +$7.41M +305,466 +84%
JIP
9
Jaffetilchin Investment Partners
Florida
$15.2M +$3.05M +125,542 +27%
MPM
10
Meritage Portfolio Management
Kansas
$13.7M +$13M +535,255 New
CS
11
Credit Suisse
Switzerland
$11.1M +$9.86M +406,548 +1,512%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$10.6M +$1.85M +76,375 +23%
AIG
13
American International Group
New York
$9.08M +$6.1M +251,610 +246%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.05M +$892K +36,784 +12%
JCM
15
Janney Capital Management
Pennsylvania
$8.97M +$317K +13,086 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$8.57M +$2.2M +90,598 +37%
Goldman Sachs
17
Goldman Sachs
New York
$7.29M +$829K +34,169 +14%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.49M +$2.84M +117,027 +86%
CFP
19
Cornerstone Financial Partners
North Carolina
$5.45M +$5.16M +212,701 New
AF
20
Allworth Financial
California
$5.26M -$202K -8,315 -4%
SI
21
Stephens Inc
Arkansas
$5.08M +$1.15M +47,246 +31%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.04M +$2.71M +111,779 +132%
VFS
23
VSR Financial Services
Kansas
$4.88M +$4.62M +190,373 New
FHA
24
First Horizon Advisors
Tennessee
$4.46M +$4.2M +173,085 New
AP
25
Advisors Preferred
Maryland
$3.88M +$3.67M +151,265 New
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