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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
$530M +$15.4M +354,954 +3%
Morgan Stanley
2
Morgan Stanley
New York
$343M +$2.32M +53,513 +0.7%
Raymond James Financial
3
Raymond James Financial
Florida
$196M +$12.4M +285,187 +7%
Ameriprise
4
Ameriprise
Minnesota
$173M +$3.77M +87,037 +2%
Wells Fargo
5
Wells Fargo
California
$137M +$3.92M +90,428 +3%
AAP
6
Arax Advisory Partners
Colorado
$128M +$130M +2,992,943 +2,127%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$108M +$7.9M +182,225 +8%
Bank of America
8
Bank of America
North Carolina
$106M -$3.31M -76,490 -3%
UBS Group
9
UBS Group
Switzerland
$101M -$2.44M -56,362 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$100M +$10.4M +239,149 +12%
Stifel Financial
11
Stifel Financial
Missouri
$79.1M -$10.1M -234,129 -11%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$78.4M +$3.17M +73,063 +4%
CAG
13
Csenge Advisory Group
Florida
$77.4M -$67.3K -1,554 -0.1%
RW
14
Rockport Wealth
Ohio
$70.5M -$13.3M -307,338 -16%
Osaic Holdings
15
Osaic Holdings
Arizona
$68.7M +$2.53M +58,354 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$57.9M +$3.03M +70,037 +6%
PAG
17
Private Advisor Group
New Jersey
$54.5M +$1.17M +26,980 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$46.2M +$2.04M +46,993 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$40.5M -$218K -5,037 -0.5%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$38.7M +$7.89M +182,060 +26%
TPWA
21
TRUE Private Wealth Advisors
Oregon
$32.6M -$434K -10,013 -1%
Truist Financial
22
Truist Financial
North Carolina
$29.5M +$1.24M +28,540 +4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$27.8M +$94.5K +2,182 +0.3%
Goldman Sachs
24
Goldman Sachs
New York
$24.7M +$18.6M +428,197 +302%
SI
25
Stephens Inc
Arkansas
$22.6M +$50K +1,155 +0.2%