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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$197M +$186M +4,967,189 +813%
Morgan Stanley
2
Morgan Stanley
New York
$192M +$51M +1,363,806 +33%
LPL Financial
3
LPL Financial
California
$118M +$38.8M +1,037,043 +45%
Wells Fargo
4
Wells Fargo
California
$81.6M +$41.9M +1,118,345 +93%
Bank of America
5
Bank of America
North Carolina
$57.3M +$29.6M +792,113 +95%
Stifel Financial
6
Stifel Financial
Missouri
$53.3M +$35.2M +940,223 +164%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$46.8M +$12.3M +328,510 +33%
UBS Group
8
UBS Group
Switzerland
$42.9M +$26.5M +706,666 +138%
OCM
9
One Capital Management
California
$38.2M +$40.6M +1,084,902 New
CA
10
Cetera Advisors
Colorado
$32.3M +$7.22M +192,854 +27%
Osaic Holdings
11
Osaic Holdings
Arizona
$31.6M +$18.4M +491,630 +122%
AWM
12
AE Wealth Management
Kansas
$28M +$14.7M +392,996 +98%
RJA
13
Raymond James & Associates
Florida
$27.5M +$8.19M +218,699 +39%
CAG
14
Csenge Advisory Group
Florida
$26.1M +$26.8M +715,508 +2,717%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.5M +$9.33M +249,211 +56%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$23M +$10.3M +274,524 +72%
KAS
17
Kestra Advisory Services
Texas
$22.4M +$18M +479,738 +305%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$18.6M +$7.41M +197,927 +60%
SI
19
Stephens Inc
Arkansas
$17.1M -$531K -14,188 -3%
Truist Financial
20
Truist Financial
North Carolina
$16.8M +$8.23M +219,990 +86%
SEP
21
Southland Equity Partners
Missouri
$14M +$190K +5,081 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$12.9M +$5.79M +154,809 +73%
TFA
23
Teamwork Financial Advisors
Texas
$12.7M +$13.5M +360,687 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$12.6M -$69.4K -1,855 -0.5%
IGWM
25
ICA Group Wealth Management
Colorado
$11.8M +$610K +16,297 +5%