We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
226
FMA Advisory
Pennsylvania
$661K -$26.6K -787 -4%
NWS
227
Newport Wealth Strategies
California
$652K – – –
IFG
228
Investors Financial Group
Minnesota
$639K +$23.9K +708 +4%
SFG
229
StrategIQ Financial Group
Indiana
$634K +$4.8K +142 +0.8%
MMHP
230
Murphy Middleton Hinkle & Parker
Georgia
$617K +$947 +28 +0.2%
SWM
231
Shakespeare Wealth Management
Wisconsin
$614K -$51.5K -1,522 -8%
EWA
232
Encompass Wealth Advisors
Oregon
$614K +$592K +17,500 New
IF
233
Intrua Financial
Texas
$611K +$372 +11 +0.1%
AW
234
ACG Wealth
Georgia
$608K +$25.2K +745 +4%
CWS
235
Cypress Wealth Services
California
$602K +$580K +17,156 New
RA
236
RFG Advisory
Alabama
$592K -$130K -3,853 -19%
CWA
237
Clarus Wealth Advisors
Arizona
$588K -$609 -18 -0.1%
HSA
238
HBK Sorce Advisory
Pennsylvania
$578K +$35.2K +1,042 +7%
CRWM
239
Castle Rock Wealth Management
California
$565K +$539K +15,930 New
CG
240
Caprock Group
Idaho
$563K +$51.4K +1,521 +10%
MIM
241
MTM Investment Management
South Carolina
$550K +$530K +15,679 New
TWM
242
TriaGen Wealth Management
California
$548K +$529K +15,633 New
BWA
243
Beam Wealth Advisors
Louisiana
$546K -$29.4K -869 -5%
TFS
244
TrustCore Financial Services
Tennessee
$532K -$892K -26,377 -63%
CAM
245
Concorde Asset Management
Michigan
$519K -$690K -20,410 -58%
SMC
246
Smith, Moore & Co
Missouri
$516K -$1.01K -30 -0.2%
CS
247
Capital Square
Tennessee
$511K -$8.15K -241 -2%
SFSIG
248
San Francisco Sentry Investment Group
California
$509K +$19.6K +580 +4%
BDWM
249
Brewin Dolphin Wealth Management
Ireland
$502K -$27.9K -825 -5%
IWP
250
IAG Wealth Partners
Wisconsin
$498K -$56.7K -1,675 -11%
8 9
10
11 12