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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$375M +$97.5M +2,666,120 +34%
Morgan Stanley
2
Morgan Stanley
New York
$344M +$6.99M +190,961 +2%
Ameriprise
3
Ameriprise
Minnesota
$215M +$35.3M +964,298 +19%
Wells Fargo
4
Wells Fargo
California
$172M -$43.5M -1,190,383 -20%
Bank of America
5
Bank of America
North Carolina
$108M +$1.69M +46,184 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$86.5M +$77.4M +2,115,887 +660%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$84.7M -$737K -20,158 -0.8%
Osaic Holdings
8
Osaic Holdings
Arizona
$78.2M +$7.78M +212,614 +11%
UBS Group
9
UBS Group
Switzerland
$78.1M -$29.5M -805,787 -27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$76.8M +$15.8M +431,905 +25%
RJA
11
Raymond James & Associates
Florida
$73.4M +$1.05M +28,786 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$60.9M -$1.41M -38,462 -2%
Stifel Financial
13
Stifel Financial
Missouri
$59.9M -$4.41M -120,428 -7%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$55.1M +$32.6M +891,221 +135%
CAG
15
Csenge Advisory Group
Florida
$50.6M +$7.19M +196,425 +16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$49.5M +$6.3M +172,208 +14%
SI
17
Stephens Inc
Arkansas
$40.1M +$20.4M +556,671 +97%
CA
18
Cetera Advisors
Colorado
$38.7M +$627K +17,140 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$37.8M +$7.91M +216,137 +25%
CAN
20
Cetera Advisor Networks
California
$37.1M +$654K +17,869 +2%
KAS
21
Kestra Advisory Services
Texas
$35.2M -$2.31M -63,119 -6%
Truist Financial
22
Truist Financial
North Carolina
$34M -$3.79M -103,494 -10%
KIG
23
Kowal Investment Group
Wisconsin
$32M +$9.96M +272,193 +43%
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$29.5M +$15.1M +412,331 +98%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$29.3M +$14.4M +393,294 +91%