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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
$367M +$27.6M +656,768 +8%
Morgan Stanley
2
Morgan Stanley
New York
$281M +$14.7M +350,890 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$127M +$133M +3,162,621 New
Ameriprise
4
Ameriprise
Minnesota
$121M +$60.3M +1,437,428 +92%
Wells Fargo
5
Wells Fargo
California
$110M +$11.4M +272,247 +11%
Bank of America
6
Bank of America
North Carolina
$83.9M +$16M +382,304 +22%
UBS Group
7
UBS Group
Switzerland
$80.6M +$8.22M +195,889 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$79.2M +$12.7M +301,639 +18%
RW
9
Rockport Wealth
Ohio
$78.6M +$13.4M +319,857 +20%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$72.3M +$651K +15,522 +0.9%
CAG
11
Csenge Advisory Group
Florida
$70.1M +$570K +13,574 +0.8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$62.6M +$2.29M +54,548 +4%
Stifel Financial
13
Stifel Financial
Missouri
$47.8M +$7.24M +172,590 +17%
Osaic Holdings
14
Osaic Holdings
Arizona
$45.3M -$5.73M -136,430 -11%
JP Morgan Chase
15
JP Morgan Chase
New York
$41.7M +$735K +17,508 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$40.2M -$793K -18,889 -2%
TPWA
17
TRUE Private Wealth Advisors
Oregon
$38.5M -$756K -18,022 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$33.4M +$4.43M +105,472 +15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$30.4M -$4.1M -97,640 -11%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$23.4M +$625K +14,894 +3%
Truist Financial
21
Truist Financial
North Carolina
$22.9M -$14K -333 -0.1%
SI
22
Stephens Inc
Arkansas
$22.1M +$2.02M +48,174 +10%
BFG
23
Beacon Financial Group
Texas
$21.5M +$171K +4,083 +0.8%
PAG
24
Private Advisor Group
New Jersey
$20.4M +$1.43M +34,166 +7%
SEP
25
Southland Equity Partners
Missouri
$19.4M +$103K +2,447 +0.5%