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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
251
StrategIQ Financial Group
Indiana
$603K -$81.1K -1,998 -11%
TCM
252
Triumph Capital Management
Colorado
$600K +$406 +10 +0.1%
CF
253
Centaurus Financial
California
$595K -$360K -8,871 -37%
Natixis Advisors
254
Natixis Advisors
Massachusetts
$551K -$18.5K -456 -3%
VCM
255
Virtue Capital Management
Tennessee
$523K +$542K +13,354 New
IWP
256
IAG Wealth Partners
Wisconsin
$520K +$22.3K +550 +4%
PPA
257
Parametric Portfolio Associates
Washington
$517K -$30.7K -757 -5%
V
258
Veritable
Delaware
$514K +$2.07K +51 +0.4%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$511K +$40.2K +991 +8%
RA
260
RFG Advisory
Alabama
$510K -$10.9K -268 -2%
GW
261
GW & Wade
Massachusetts
$508K
SWM
262
SeaCrest Wealth Management
New York
$493K -$7.96K -196 -2%
Bank of New York Mellon
263
Bank of New York Mellon
New York
$483K +$3.98K +98 +0.8%
CCA
264
Cadent Capital Advisors
Oklahoma
$483K +$99.3K +2,445 +25%
PWM
265
PRW Wealth Management
Massachusetts
$477K +$494K +12,176 New
JIP
266
Jaffetilchin Investment Partners
Florida
$474K -$69.7K -1,717 -12%
FC
267
Fulcrum Capital
Washington
$465K +$481K +11,851 New
CP
268
Camelot Portfolios
Ohio
$450K -$6.66K -164 -1%
AIC
269
Archer Investment Corporation
Indiana
$441K
MCCP
270
Mission Creek Capital Partners
California
$440K -$9.34K -230 -2%
Creative Planning
271
Creative Planning
Kansas
$435K -$29.9K -737 -6%
WCFA
272
Walkner Condon Financial Advisors
Wisconsin
$434K +$123K +3,038 +38%
BWA
273
Beam Wealth Advisors
Louisiana
$428K -$3.77K -93 -0.8%
PWM
274
Perigon Wealth Management
California
$398K -$64.8K -1,597 -14%
HFP
275
Holistic Financial Partners
Indiana
$398K +$6.29K +155 +2%