FIRST TR MORNINGSTAR DIV LEA
(336917109)
Funds Reporting Holdings of FIRST TR MORNINGSTAR DIV LEA according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors Inc | 567,434 | $17,386k | Jun 30, 2019 | Aug 15, 2019 | |
| Peak Capital Management LLC | 195,702 | $5,840k | Jun 30, 2019 | Aug 22, 2019 | |
| Lexaurum Advisors LLC | 103,646 | $3,176k | Jun 30, 2019 | Jul 19, 2019 | |
| Family Legacy Inc | 70,639 | $2,164k | Jun 30, 2019 | Jul 25, 2019 | |
| HIGH Falls Advisors Inc | 55,911 | $1,713k | Jun 30, 2019 | Aug 15, 2019 | |
| Ancora Family Wealth Advisors LLC | 45,380 | $1,238k | Sep 30, 2016 | Nov 4, 2016 | |
| KMS Financial Services Inc | 51,638 | $1,208k | Sep 30, 2014 | Nov 17, 2014 | |
| Northwest Wealth Management LLC | 33,609 | $1,030k | Jun 30, 2019 | Jul 23, 2019 | |
| Jaffetilchin Investment Partners LLC | 21,078 | $646k | Jun 30, 2019 | Aug 13, 2019 | |
| SNS Financial Group LLC | 15,675 | $480k | Jun 30, 2019 | Jul 26, 2019 | |
| WE ARE One Seven LLC | 15,661 | $479k | Jun 30, 2019 | Jul 16, 2019 | |
| Formidable Asset Management LLC | 17,525 | $477k | Dec 31, 2018 | Feb 6, 2019 | |
| Strategic Financial Group LLC | 13,169 | $404k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic International Limited | 13,169 | $404k | Jun 30, 2019 | Jul 29, 2019 | |
| Camelot Portfolios LLC | 13,130 | $402k | Jun 30, 2019 | Jul 19, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 11,773 | $361k | Jun 30, 2019 | Aug 6, 2019 | |
| Partnervest Advisory Services LLC | 10,209 | $313k | Jun 30, 2019 | Aug 7, 2019 | |
| Connecticut Wealth Management LLC | 10,000 | $306k | Jun 30, 2019 | Jul 29, 2019 | |
| Peterson Wealth Advisors LLC | 8,982 | $275k | Jun 30, 2019 | Jul 15, 2019 | |
| Calton & Associates Inc | 8,093 | $248k | Jun 30, 2019 | Jul 9, 2019 | |
| First Heartland Consultants Inc | 7,249 | $222k | Jun 30, 2019 | Aug 12, 2019 | |
| Harwood Advisory Group LLC | 6,867 | $210k | Jun 30, 2019 | Aug 7, 2019 | |
| Horan Securities Inc | 540 | $17k | Jun 30, 2019 | Jul 24, 2019 | |
| Allsquare Wealth Management LLC | 563 | $17k | Jun 30, 2019 | Aug 13, 2019 | |
| Mcmillion Capital Management Inc | 77 | $2k | Jun 30, 2019 | Jul 25, 2019 | |
| Global Trust Asset Management LLC | 1 | $0k | Jun 30, 2019 | Jul 23, 2019 |