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ícone de FVD

First Trust Value Line Dividend Fund
FVD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
LeClair Wealth Partners
351
LeClair Wealth Partners
Ohio
US$ 570 mil +US$ 564 mil +11.832 Nova
LWM Advisory Services
352
LWM Advisory Services
Florida
US$ 569 mil -US$ 49,9 mil -1.048 -8%
Simplicity Wealth
353
Simplicity Wealth
New Jersey
US$ 566 mil +US$ 560 mil +11.747 Nova
Sage Mountain Advisors
354
Sage Mountain Advisors
Georgia
US$ 566 mil – – –
Legacy Capital Wealth Partners
355
Legacy Capital Wealth Partners
Arkansas
US$ 559 mil +US$ 5,1 mil +107 +0,9%
Vigil Wealth Management
356
Vigil Wealth Management
Florida
US$ 553 mil -US$ 19,8 mil -415 -3%
MTM Investment Management
357
MTM Investment Management
South Carolina
US$ 549 mil – – –
UBS AM
358
UBS AM
Illinois
US$ 542 mil -US$ 34 mil -713 -6%
Strategic Blueprint
359
Strategic Blueprint
Georgia
US$ 540 mil -US$ 11,1 mil -234 -2%
Bernardo Wealth Planning
360
Bernardo Wealth Planning
Pennsylvania
US$ 537 mil +US$ 191 +4 +0%
Van Diest Capital
361
Van Diest Capital
Iowa
US$ 535 mil +US$ 300 mil +6.289 +131%
Willner & Heller
362
Willner & Heller
California
US$ 532 mil -US$ 33,2 mil -697 -6%
Integrated Advisors Network
363
Integrated Advisors Network
Texas
US$ 530 mil -US$ 77,3 mil -1.622 -13%
Blue Trust Inc
364
Blue Trust Inc
Georgia
US$ 512 mil -US$ 13,2 mil -276 -3%
Strategic Financial Partners
365
Strategic Financial Partners
Oregon
US$ 509 mil +US$ 238 +5 +0%
Keystone Wealth Services
366
Keystone Wealth Services
California
US$ 506 mil -US$ 53,6 mil -1.124 -10%
Archer Investment Corporation
367
Archer Investment Corporation
Indiana
US$ 503 mil – – –
GAMMA Investing
368
GAMMA Investing
California
US$ 503 mil -US$ 13,2 mil -277 -3%
Kapstone Financial Advisors
369
Kapstone Financial Advisors
Ohio
US$ 502 mil -US$ 10,5 mil -221 -2%
Fermata Advisors
370
Fermata Advisors
California
US$ 494 mil +US$ 90,9 mil +1.907 +23%
Plotkin Financial Advisors
371
Plotkin Financial Advisors
Maryland
US$ 489 mil – – –
Perissos Private Wealth Management
372
Perissos Private Wealth Management
Oklahoma
US$ 486 mil -US$ 15,5 mil -325 -3%
Vise Technologies
373
Vise Technologies
New York
US$ 481 mil -US$ 74,3 mil -1.560 -14%
RIS
374
Richmond Investment Services
Wisconsin
US$ 479 mil -US$ 531 mil -11.138 -53%
SIM
375
Synergy Investment Management
Florida
US$ 473 mil +US$ 127 mil +2.662 +37%
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