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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
226
Focus Financial Network
Minnesota
$1.62M +$15.7K +347 +0.9%
SWAG
227
Spectrum Wealth Advisory Group
California
$1.61M -$637K -14,077 -28%
WC
228
Waterloo Capital
Texas
$1.59M -$50.2K -1,109 -3%
LFAS
229
Level Four Advisory Services
Texas
$1.58M -$413K -9,127 -20%
Creative Planning
230
Creative Planning
Kansas
$1.58M +$424K +9,369 +35%
CFCI
231
Comprehensive Financial Consultants Institutional
Indiana
$1.56M -$35.7K -789 -2%
Jane Street
232
Jane Street
New York
$1.55M -$599K -13,247 -27%
FFS
233
Founders Financial Securities
Maryland
$1.54M -$176K -3,896 -10%
BW
234
Bison Wealth
Georgia
$1.53M -$2.94K -65 -0.2%
VVP
235
Venture Visionary Partners
Ohio
$1.52M -$3.03K -67 -0.2%
WI
236
Wintrust Investments
Illinois
$1.51M +$257K +5,686 +20%
PWM
237
Purus Wealth Management
California
$1.48M +$449K +9,918 +42%
BIP
238
Blueprint Investment Partners
North Carolina
$1.47M +$1.01M +22,259 +196%
TI
239
tru Independence
Oregon
$1.46M -$45.5K -1,005 -3%
RSWM
240
Robertson Stephens Wealth Management
California
$1.46M -$4.25M -94,017 -74%
ISFAN
241
Investor's Fiduciary Advisor Network
Washington
$1.45M +$1.51M +33,289 New
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$1.45M -$21.9K -485 -2%
FCAS
243
First Command Advisory Services
Texas
$1.43M -$720K -15,919 -33%
DWM
244
Denver Wealth Management
Colorado
$1.41M +$32.1K +709 +2%
AF
245
Advisornet Financial
Minnesota
$1.4M -$17.4K -384 -1%
KCFA
246
Key Client Fiduciary Advisors
New Jersey
$1.39M +$25K +552 +2%
Lido Advisors
247
Lido Advisors
California
$1.37M -$47K -1,039 -3%
MWM
248
MBE Wealth Management
Wisconsin
$1.34M +$4.3K +95 +0.3%
GLA
249
Good Life Advisors
Pennsylvania
$1.33M -$1.49M -32,922 -52%
HAS
250
HBW Advisory Services
California
$1.32M +$843K +18,639 +159%