We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
PRW Wealth Management
Massachusetts
$400K +$31.7K +1,000 +9%
WCFA
227
Walkner Condon Financial Advisors
Wisconsin
$390K +$22.5K +711 +6%
CS
228
Credit Suisse
Switzerland
$389K – – –
M&T Bank
229
M&T Bank
New York
$382K +$57.5K +1,812 +18%
CF
230
Centaurus Financial
California
$380K +$147K +4,641 +62%
Creative Planning
231
Creative Planning
Kansas
$376K -$148K -4,661 -28%
EWM
232
EPG Wealth Management
Georgia
$367K -$197K -6,203 -35%
MCCP
233
Mission Creek Capital Partners
California
$357K +$1.33K +42 +0.4%
AIC
234
Archer Investment Corporation
Indiana
$354K -$71.7K -2,260 -17%
LFG
235
Larson Financial Group
Missouri
$351K -$2.92M -92,003 -89%
HFP
236
Holistic Financial Partners
Indiana
$335K +$5.07K +160 +2%
FAM
237
Formidable Asset Management
Ohio
$331K +$14.6K +461 +5%
WEC
238
Winslow Evans & Crocker
Massachusetts
$329K -$24.4K -770 -7%
GT
239
Greenleaf Trust
Michigan
$322K – – –
BEI
240
Benjamin Edwards Inc
Missouri
$319K -$357K -11,267 -53%
FFA
241
Founders Financial Alliance
North Carolina
$315K +$311K +9,801 New
HNB
242
Huntington National Bank
Ohio
$310K – – –
JWCA
243
J.W. Cole Advisors
Florida
$307K -$710K -22,399 -70%
LWAC
244
Laurel Wealth Advisors (California)
California
$296K -$2.31K -73 -0.8%
RFN
245
RDA Financial Network
Iowa
$293K -$3.17K -100 -1%
IWS
246
Insight Wealth Strategies
California
$292K -$26.8K -846 -8%
Lido Advisors
247
Lido Advisors
California
$289K +$292K +9,197 New
FMBTD
248
First Midwest Bank Trust Division
Illinois
$288K – – –
VFM
249
Vivid Financial Management
California
$280K -$1.11K -35 -0.4%
SWMG
250
Signature Wealth Management Group
Georgia
$280K – – –