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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MLRA
251
Main Line Retirement Advisors
Montana
$1.12M +$5.86K +142 +0.5%
Creative Planning
252
Creative Planning
Kansas
$1.12M +$51.2K +1,240 +5%
GF
253
GGM Financials
Ohio
$1.07M +$1.09M +26,340 New
HF
254
HRT Financial
New York
$1.07M -$605K -14,666 -36%
EWM
255
EPG Wealth Management
Georgia
$1.06M -$1.12M -27,110 Closed
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$27.9K +675 +3%
FWM
257
Fonville Wealth Management
Virginia
$1.05M -$27.3K -662 -3%
SAI
258
Savvy Advisors Inc
New York
$1.01M -$399K -9,670 -28%
IFWM
259
Institute for Wealth Management
Colorado
$1M – – –
IAN
260
Integrated Advisors Network
Texas
$1M -$57.5K -1,394 -5%
FIA
261
Foundations Investment Advisors
Arizona
$978K -$154K -3,741 -13%
IAS
262
Insigneo Advisory Services
Florida
$958K -$80.5K -1,949 -8%
PFA
263
Pinnacle Family Advisors
Missouri
$950K +$386K +9,344 +67%
ATPW
264
Ashton Thomas Private Wealth
Arizona
$950K -$226K -5,486 -19%
PWM
265
Purus Wealth Management
California
$944K +$9.78K +237 +1%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$942K -$10.4K -252 -1%
TSS
267
Two Sigma Securities
New York
$927K +$672K +16,286 +252%
AFG
268
ABLE Financial Group
Arizona
$917K -$17.3K -420 -2%
SF
269
Synovus Financial
Georgia
$916K +$222K +5,385 +32%
NFG
270
Nations Financial Group
Iowa
$887K -$1.2M -29,114 -57%
MOS
271
MGO One Seven
Ohio
$879K +$191K +4,616 +27%
AWA
272
Acorn Wealth Advisors
Michigan
$875K -$20.9K -507 -2%
FHA
273
Flagship Harbor Advisors
Massachusetts
$856K -$82.4K -1,996 -9%
WIA
274
Wetzel Investment Advisors
Indiana
$807K – – –
FAM
275
Formidable Asset Management
Ohio
$806K +$77.2K +1,870 +10%