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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
251
Strategic Financial Partners
Oregon
$488K +$3.01K +89 +0.6%
WP
252
WealthShield Partners
North Carolina
$487K +$470K +13,910 New
Bank of New York Mellon
253
Bank of New York Mellon
New York
$467K +$15.1K +446 +3%
V
254
Veritable
Delaware
$454K -$7.51K -222 -2%
PPA
255
Parametric Portfolio Associates
Washington
$453K -$72.5K -2,144 -14%
AWA
256
Alta Wealth Advisors
Massachusetts
$445K +$429K +12,697 New
TIM
257
Total Investment Management
Arizona
$444K +$428K +12,651 New
PWM
258
Perigon Wealth Management
California
$442K -$129K -3,816 -23%
CS
259
Credit Suisse
Switzerland
$434K
Creative Planning
260
Creative Planning
Kansas
$419K -$237 -7 -0.1%
SFPG
261
Stonebridge Financial Planning Group
Florida
$412K -$121K -3,580 -23%
EWM
262
EPG Wealth Management
Georgia
$406K -$2.37K -70 -0.6%
SWM
263
SeaCrest Wealth Management
New York
$399K -$86.4K -2,554 -18%
MCCP
264
Mission Creek Capital Partners
California
$399K +$1.42K +42 +0.4%
AIC
265
Archer Investment Corporation
Indiana
$394K
SB
266
Strategic Blueprint
Georgia
$389K +$376K +11,106 New
CP
267
Camelot Portfolios
Ohio
$374K +$361K +10,664 New
M&T Bank
268
M&T Bank
New York
$370K -$53.8K -1,590 -13%
WT
269
Whittier Trust
California
$367K +$287K +8,477 +424%
LAM
270
LifePro Asset Management
California
$367K +$354K +10,454 New
WIA
271
Wealthstreet Investment Advisors
Texas
$363K -$110K -3,250 -24%
GT
272
Greenleaf Trust
Michigan
$359K
FFA
273
Founders Financial Alliance
North Carolina
$358K +$15.5K +457 +5%
WCFA
274
Walkner Condon Financial Advisors
Wisconsin
$356K -$76.6K -2,264 -18%
PFA
275
Pinnacle Family Advisors
Missouri
$353K +$341K +10,075 New