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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
$208M +$37M +1,035,892 +19%
LPL Financial
2
LPL Financial
California
$148M +$45.1M +1,262,611 +38%
Ameriprise
3
Ameriprise
Minnesota
$126M -$58.6M -1,641,082 -29%
Wells Fargo
4
Wells Fargo
California
$112M +$41.3M +1,157,092 +50%
Bank of America
5
Bank of America
North Carolina
$73.2M +$23.3M +651,110 +40%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$53.9M +$12.5M +348,940 +26%
Stifel Financial
7
Stifel Financial
Missouri
$53.3M +$5.2M +145,637 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$45.7M +$25.9M +725,108 +104%
UBS Group
9
UBS Group
Switzerland
$40.6M +$1.64M +46,032 +4%
RJA
10
Raymond James & Associates
Florida
$35.3M +$11.3M +316,503 +40%
CAG
11
Csenge Advisory Group
Florida
$35.2M +$12.7M +354,196 +48%
CA
12
Cetera Advisors
Colorado
$31.3M +$2.06M +57,673 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$29.1M +$302K +8,457 +0.9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$28.7M +$8.54M +239,222 +37%
KAS
15
Kestra Advisory Services
Texas
$26.7M +$6.89M +192,950 +30%
CAN
16
Cetera Advisor Networks
California
$24.8M +$22.6M +632,669 +454%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$24.5M +$8.34M +233,600 +44%
JAWM
18
J. Arnold Wealth Management
Ohio
$19.2M +$21.4M +598,591 New
AWM
19
AE Wealth Management
Kansas
$18.1M -$8.29M -232,092 -29%
Truist Financial
20
Truist Financial
North Carolina
$18M +$2.91M +81,477 +17%
TFA
21
Teamwork Financial Advisors
Texas
$17.2M +$6.25M +175,026 +49%
SI
22
Stephens Inc
Arkansas
$16M +$476K +13,313 +3%
SFWA
23
Summit Financial Wealth Advisors
Louisiana
$14.2M +$7.63M +213,593 +117%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$14M +$2.52M +70,489 +19%
HighTower Advisors
25
HighTower Advisors
Illinois
$13.8M +$3.8M +106,259 +33%
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