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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCAL
251
City Center Advisors LLC
Michigan
$1.35M +$1.31M +32,018 New
SMC
252
Smith, Moore & Co
Missouri
$1.33M -$159K -3,905 -11%
NFC
253
Northeast Financial Consultants
Connecticut
$1.31M +$5.71K +140 +0.5%
MWM
254
MBE Wealth Management
Wisconsin
$1.27M +$367 +9 +0%
O3W
255
Omni 360 Wealth
New Jersey
$1.26M -$35.5K -869 -3%
NW
256
NewEdge Wealth
Pennsylvania
$1.26M +$29.6K +725 +2%
ATPW
257
Ashton Thomas Private Wealth
Arizona
$1.22M +$6.78K +166 +0.6%
YIH
258
Y-Intercept (HK)
Hong Kong
$1.19M +$1.16M +28,294 New
FIA
259
Foundations Investment Advisors
Arizona
$1.17M -$2.35M -57,444 -67%
MLRA
260
Main Line Retirement Advisors
Montana
$1.15M -$127K -3,099 -10%
EWM
261
EPG Wealth Management
Georgia
$1.14M -$28.5K -698 -3%
D.E. Shaw & Co
262
D.E. Shaw & Co
New York
$1.12M +$1.09M +26,613 New
FWM
263
Fonville Wealth Management
Virginia
$1.11M +$119K +2,925 +13%
Creative Planning
264
Creative Planning
Kansas
$1.11M -$286 -7 -0%
IAN
265
Integrated Advisors Network
Texas
$1.1M +$41.8K +1,023 +4%
PFGIA
266
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$178K +4,365 +21%
IAS
267
Insigneo Advisory Services
Florida
$1.04M -$253K -6,192 -20%
LMKC
268
L.M. Kohn & Company
Ohio
$1.04M +$6.7K +164 +0.7%
IFWM
269
Institute for Wealth Management
Colorado
$1.04M
BAM
270
Belpointe Asset Management
Nevada
$1.02M +$277K +6,775 +39%
SFC
271
Strategic Financial Concepts
Texas
$999K +$966K +23,659 New
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$987K -$10.1K -248 -1%
FHA
273
Flagship Harbor Advisors
Massachusetts
$972K -$26.6K -652 -3%
AFG
274
ABLE Financial Group
Arizona
$968K -$40.5K -993 -4%
PWM
275
Purus Wealth Management
California
$968K -$13.6K -334 -1%