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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DI
251
DFPG Investments
Utah
$1.32M +$115 +3 +0%
Thrivent Financial for Lutherans
252
Thrivent Financial for Lutherans
Minnesota
$1.3M +$304K +7,918 +33%
SC
253
Savant Capital
Illinois
$1.29M – – –
NFC
254
Northeast Financial Consultants
Connecticut
$1.25M +$8.51K +222 +0.7%
IAS
255
Insigneo Advisory Services
Florida
$1.25M -$39.3K -1,026 -3%
O3W
256
Omni 360 Wealth
New Jersey
$1.25M +$1.18M +30,720 New
CAM
257
Cresset Asset Management
Illinois
$1.24M +$6.94K +181 +0.6%
MLRA
258
Main Line Retirement Advisors
Montana
$1.23M +$1.17M +30,424 New
MWM
259
MBE Wealth Management
Wisconsin
$1.22M -$1.84K -48 -0.2%
NW
260
NewEdge Wealth
Pennsylvania
$1.21M -$42.8K -1,116 -4%
WIM
261
Westside Investment Management
California
$1.2M +$237K +6,186 +26%
BBA
262
Braun-Bostich & Associates
Pennsylvania
$1.2M +$1.13M +29,532 New
ATPW
263
Ashton Thomas Private Wealth
Arizona
$1.16M -$19.5K -508 -2%
GIM
264
Goelzer Investment Management
Indiana
$1.16M -$398K -10,390 -27%
BWM
265
Baystate Wealth Management
Massachusetts
$1.11M -$59.3K -1,547 -5%
EWM
266
EPG Wealth Management
Georgia
$1.11M +$4.83K +126 +0.5%
SWA
267
Stratos Wealth Advisors
Ohio
$1.09M -$62.2K -1,621 -6%
Creative Planning
268
Creative Planning
Kansas
$1.06M -$230K -5,999 -19%
RFP
269
Root Financial Partners
California
$1.04M -$43.2K -1,127 -4%
IAN
270
Integrated Advisors Network
Texas
$1.01M -$23.7K -617 -2%
WP
271
WealthSource Partners
California
$1M – – –
IFWM
272
Institute for Wealth Management
Colorado
$1,000K -$17.8K -463 -2%
LMKC
273
L.M. Kohn & Company
Ohio
$994K +$76.5K +1,994 +9%
PP
274
Prudential plc
United Kingdom
$973K +$920K +24,000 New
AFG
275
ABLE Financial Group
Arizona
$970K -$11.2K -292 -1%