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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
$106M +$7.39M +254,509 +7%
Wells Fargo
2
Wells Fargo
California
$40.3M +$4.43M +152,584 +12%
LPL Financial
3
LPL Financial
California
$39.8M +$4.65M +160,062 +12%
UBS Group
4
UBS Group
Switzerland
$38M -$1.49M -51,406 -4%
Bank of America
5
Bank of America
North Carolina
$32.4M -$2.17M -74,840 -6%
JIP
6
Jaffetilchin Investment Partners
Florida
$16.8M -$183K -6,294 -1%
AG
7
Advisor Group
Arizona
$16M +$448K +15,434 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.9M -$547K -18,823 -3%
RJA
9
Raymond James & Associates
Florida
$13.6M -$198K -6,809 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.8M +$613K +21,098 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12M +$11.9M +411,291 +1,361%
SL
12
Salomon & Ludwin
Virginia
$11.8M +$12.6M +434,358 New
JWA
13
JFS Wealth Advisors
Pennsylvania
$11.7M +$250K +8,614 +2%
GVAG
14
Great Valley Advisor Group
Delaware
$10.8M +$9.27M +319,359 New
SB
15
Suntrust Banks
Georgia
$9.69M +$716K +24,646 +7%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.9M +$100K +3,458 +1%
BFG
17
Beacon Financial Group
Texas
$8.44M +$8.47M +291,536 +1,468%
SI
18
Stephens Inc
Arkansas
$8.31M +$196K +6,765 +2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$7.96M +$2.03M +70,049 +32%
Ameriprise
20
Ameriprise
Minnesota
$6.86M +$1.62M +55,620 +28%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.86M -$25.7K -884 -0.3%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$6.44M -$1.9M -65,582 -22%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.12M +$301K +10,368 +5%
PCM
24
Peak Capital Management
Colorado
$5M -$812K -27,951 -13%
AF
25
Allworth Financial
California
$4.55M -$65.2K -2,245 -1%