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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
$97.4M -$1.96M -63,051 -2%
LPL Financial
2
LPL Financial
California
$50.8M +$8.28M +266,877 +21%
Wells Fargo
3
Wells Fargo
California
$25.7M -$4.33M -139,578 -15%
Bank of America
4
Bank of America
North Carolina
$25.1M -$2.59M -83,469 -10%
UBS Group
5
UBS Group
Switzerland
$25M +$7.93M +255,714 +50%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$20.6M +$3.37M +108,608 +21%
Ameriprise
7
Ameriprise
Minnesota
$17.2M +$3.62M +116,782 +28%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16.8M +$1.09M +35,099 +7%
Truist Financial
9
Truist Financial
North Carolina
$15.5M +$351K +11,314 +2%
Stifel Financial
10
Stifel Financial
Missouri
$15.5M +$21K +676 +0.1%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.3M -$2.46M -79,166 -14%
SI
12
Stephens Inc
Arkansas
$14.7M +$286K +9,218 +2%
RJA
13
Raymond James & Associates
Florida
$13.7M +$138K +4,461 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.1M +$1.91M +61,448 +18%
HA
15
HC Advisors
Georgia
$12M +$1.08M +34,723 +10%
SEP
16
Southland Equity Partners
Missouri
$8.92M +$1.62M +52,283 +24%
JWA
17
JFS Wealth Advisors
Pennsylvania
$8.13M -$2.45M -79,016 -24%
AF
18
Allworth Financial
California
$7.63M +$153K +4,931 +2%
SL
19
Salomon & Ludwin
Virginia
$7.58M -$282K -9,079 -4%
BFG
20
Beacon Financial Group
Texas
$7.45M – – –
SFG
21
SNS Financial Group
Minnesota
$7.34M -$166K -5,340 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$6.36M +$248K +7,998 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
$6.18M +$1.19M +38,357 +25%
SKK
24
Shepherd Kaplan Krochuk
Massachusetts
$5.92M +$35.7K +1,152 +0.6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.75M +$273K +8,802 +5%
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