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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
226
Strategic Financial Partners
Oregon
$434K -$32.4K -1,091 -7%
CAS
227
Cascadia Advisory Services
Oregon
$432K +$424K +14,249 New
WIA
228
Wealthstreet Investment Advisors
Texas
$411K -$20.8K -700 -5%
AIC
229
Archer Investment Corporation
Indiana
$410K -$31.7K -1,066 -7%
V
230
Veritable
Delaware
$388K +$2.79K +94 +0.7%
CS
231
Credit Suisse
Switzerland
$375K -$20.8K -698 -5%
TSS
232
Two Sigma Securities
New York
$364K -$354K -11,910 -50%
PAS
233
Park Avenue Securities
New York
$363K +$133K +4,480 +60%
PWM
234
PRW Wealth Management
Massachusetts
$355K -$85.8K -2,885 -20%
WCFA
235
Walkner Condon Financial Advisors
Wisconsin
$355K +$6.99K +235 +2%
IFG
236
Independent Financial Group
California
$345K -$76.4K -2,570 -18%
HNB
237
Huntington National Bank
Ohio
$344K – – –
MCCP
238
Mission Creek Capital Partners
California
$343K +$1.52K +51 +0.5%
WEC
239
Winslow Evans & Crocker
Massachusetts
$340K -$161K -5,430 -33%
CG
240
Caprock Group
Idaho
$321K +$74.4K +2,503 +31%
HFP
241
Holistic Financial Partners
Indiana
$318K +$85.7K +2,881 +38%
PWA
242
Peterson Wealth Advisors
Utah
$316K +$2.26K +76 +0.7%
M&T Bank
243
M&T Bank
New York
$313K +$75.9K +2,553 +33%
FAM
244
Formidable Asset Management
Ohio
$311K -$3.49M -117,296 -92%
GT
245
Greenleaf Trust
Michigan
$311K -$1.9K -64 -0.6%
IWS
246
Insight Wealth Strategies
California
$307K -$3.51K -118 -1%
RIA
247
Regal Investment Advisors
Michigan
$298K +$293K +9,843 New
AW
248
ACG Wealth
Georgia
$292K -$2.88M -96,688 -91%
AFAS
249
Acorn Financial Advisory Services
Virginia
$289K +$284K +9,540 New
LWAC
250
Laurel Wealth Advisors (California)
California
$288K +$327 +11 +0.1%