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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
$347M +$109M +3,024,149 +47%
LPL Financial
2
LPL Financial
California
$289M +$118M +3,286,674 +71%
Wells Fargo
3
Wells Fargo
California
$221M +$92.5M +2,567,604 +74%
Ameriprise
4
Ameriprise
Minnesota
$186M +$41.4M +1,148,745 +29%
Bank of America
5
Bank of America
North Carolina
$110M +$26.2M +728,320 +32%
UBS Group
6
UBS Group
Switzerland
$110M +$62.8M +1,742,387 +138%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$88M +$26.2M +727,829 +43%
RJA
8
Raymond James & Associates
Florida
$74.6M +$33.9M +941,560 +86%
Osaic Holdings
9
Osaic Holdings
Arizona
$72.8M +$39.2M +1,086,412 +120%
Stifel Financial
10
Stifel Financial
Missouri
$66M +$5.3M +146,949 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$64.1M +$31M +860,628 +96%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$63.3M +$11.2M +311,438 +22%
CAG
13
Csenge Advisory Group
Florida
$44.9M +$4.77M +132,437 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$44.7M +$16.6M +459,807 +60%
CA
15
Cetera Advisors
Colorado
$39.2M +$3.51M +97,322 +10%
Truist Financial
16
Truist Financial
North Carolina
$38.8M +$18.1M +501,861 +90%
KAS
17
Kestra Advisory Services
Texas
$38.6M +$8.11M +225,077 +27%
CAN
18
Cetera Advisor Networks
California
$37.5M +$9.17M +254,481 +33%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$31M +$14.8M +412,018 +94%
AWM
20
AE Wealth Management
Kansas
$27.8M +$7.1M +196,916 +35%
B
21
Barings
North Carolina
$26.6M +$26.3M +728,680 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$24.2M +$22M +610,683 +1,188%
SPIA
23
Steward Partners Investment Advisory
New York
$23.5M +$17.7M +491,538 +324%
KIG
24
Kowal Investment Group
Wisconsin
$23.1M +$18.5M +513,607 +439%
TFA
25
Teamwork Financial Advisors
Texas
$21.3M +$1.68M +46,625 +9%