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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
$318M -$16M -436,097 -5%
Morgan Stanley
2
Morgan Stanley
New York
$255M -$1.11M -30,336 -0.5%
Wells Fargo
3
Wells Fargo
California
$90M -$17.5M -478,039 -17%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$79.9M +$69.5M +1,898,023 +1,056%
Ameriprise
5
Ameriprise
Minnesota
$69.7M -$37.3M -1,018,254 -36%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$68.2M -$5.19M -141,819 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$66.5M -$983K -26,852 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$66.4M -$9.79M -267,321 -13%
Bank of America
9
Bank of America
North Carolina
$65.1M -$4M -109,146 -6%
CAG
10
Csenge Advisory Group
Florida
$63.1M +$1.82M +49,752 +3%
CA
11
Cetera Advisors
Colorado
$58.9M +$1.32M +36,135 +2%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$53.7M +$1.51M +41,235 +3%
Stifel Financial
13
Stifel Financial
Missouri
$48.5M +$209K +5,703 +0.5%
JP Morgan Chase
14
JP Morgan Chase
New York
$44.3M +$2.15M +58,714 +5%
TPWA
15
TRUE Private Wealth Advisors
Oregon
$42.7M +$5.16M +140,840 +15%
RJA
16
Raymond James & Associates
Florida
$41.7M -$7.43M -202,856 -16%
KIG
17
Kowal Investment Group
Wisconsin
$41.4M -$10.3K -281 -0%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$38.8M -$8.04M -219,703 -18%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$32.4M -$7.32M -200,069 -19%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$28.1M +$1.54M +42,196 +6%
Truist Financial
21
Truist Financial
North Carolina
$22.5M -$632K -17,267 -3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$21.9M -$338K -9,236 -2%
PAG
23
Private Advisor Group
New Jersey
$20.8M +$776K +21,196 +4%
BFG
24
Beacon Financial Group
Texas
$20.4M -$66.4K -1,815 -0.3%
SI
25
Stephens Inc
Arkansas
$20.3M -$832K -22,738 -4%