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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$162M +$34.3M +1,253,942 +27%
Wells Fargo
2
Wells Fargo
California
$79.9M +$6.17M +225,472 +8%
Bank of America
3
Bank of America
North Carolina
$64M -$8.3M -303,203 -11%
UBS Group
4
UBS Group
Switzerland
$52.6M +$2.01M +73,375 +4%
LPL Financial
5
LPL Financial
California
$41.6M +$379K +13,848 +0.9%
HA
6
Hays Advisory
Tennessee
$27.7M -$792K -28,928 -3%
CFS
7
Commonwealth Financial Services
West Virginia
$23.3M +$7.72M +281,964 +49%
RJA
8
Raymond James & Associates
Florida
$18.5M +$1.94M +70,726 +12%
JIP
9
Jaffetilchin Investment Partners
Florida
$18.4M -$437K -15,970 -2%
SB
10
Suntrust Banks
Georgia
$17.5M +$12.3M +450,469 +236%
SAM
11
Shamrock Asset Management
Texas
$15M -$1.09M -39,670 -7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$15M +$184K +6,732 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.7M +$2.71M +98,975 +24%
AG
14
Advisor Group
Arizona
$13.7M +$951K +34,749 +7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$13.6M -$10.8M -394,161 -44%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.6M -$471K -17,204 -4%
BTS
17
BB&T Securities
Virginia
$11.5M -$228K -8,344 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$11.1M +$3.25M +118,915 +41%
MFS
19
MSI Financial Services
Massachusetts
$9.65M +$4.56M +166,670 +89%
CS
20
Credit Suisse
Switzerland
$9.63M -$1.46M -53,401 -13%
JCM
21
Janney Capital Management
Pennsylvania
$8.27M -$1.07M -39,111 -11%
MIAN
22
Mariner Independent Advisor Network
Kansas
$6.6M +$2.27M +82,911 +52%
CFP
23
Cornerstone Financial Partners
North Carolina
$5.82M -$251K -9,185 -4%
AF
24
Allworth Financial
California
$5.18M -$65.1K -2,379 -1%
SI
25
Stephens Inc
Arkansas
$5.14M +$164K +5,988 +3%