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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Axxcess Wealth Management
California
$1.2M +$1.15M +27,825 New
SHWM
227
Silicon Hills Wealth Management
Texas
$1.18M -$202K -4,871 -15%
PPW
228
Pinnacle Private Wealth
Massachusetts
$1.17M +$1.13M +27,195 New
IFWM
229
Institute for Wealth Management
Colorado
$1.16M
RIA
230
Regal Investment Advisors
Michigan
$1.16M +$184K +4,438 +20%
IAN
231
Integrated Advisors Network
Texas
$1.15M +$15K +362 +1%
CAG
232
Csenge Advisory Group
Florida
$1.13M +$10.9K +263 +0.9%
CIAS
233
Capital Investment Advisory Services
North Carolina
$1.11M -$2.32K -56 -0.2%
AWA
234
Alta Wealth Advisors
Massachusetts
$1.09M +$169K +4,074 +19%
BWP
235
Bernardo Wealth Planning
Pennsylvania
$1.08M +$105K +2,534 +11%
BDWM
236
Brewin Dolphin Wealth Management
Ireland
$1.08M +$229K +5,530 +28%
Mariner
237
Mariner
Kansas
$1.06M +$1.02M +24,711 New
SMC
238
Smith, Moore & Co
Missouri
$1.06M +$11.8K +285 +1%
AWA
239
Acorn Wealth Advisors
Michigan
$985K +$2.15K +52 +0.2%
SMA
240
Sage Mountain Advisors
Georgia
$973K -$125K -3,023 -12%
WH
241
Willner & Heller
California
$947K +$1,000K +24,156 New
RIA
242
Realta Investment Advisors
Delaware
$924K -$51.7K -1,249 -6%
AIP
243
Ahrens Investment Partners
Louisiana
$922K -$62.1K -1,500 -7%
LFG
244
Larson Financial Group
Missouri
$866K +$518K +12,517 +164%
CGFA
245
Colton Groome Financial Advisors
North Carolina
$861K -$14.5K -351 -2%
LWAC
246
Laurel Wealth Advisors (California)
California
$847K +$84K +2,029 +11%
AA
247
Advisory Alpha
Michigan
$845K -$137K -3,316 -14%
CWA
248
Clarus Wealth Advisors
Arizona
$844K +$114K +2,753 +16%
AWAP
249
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$811K +$25.3K +612 +3%
MOS
250
MGO One Seven
Ohio
$803K +$29.4K +710 +4%