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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
251
Fonville Wealth Management
Virginia
$1.15M -$17.2K -397 -2%
PPG
252
Peak Planning Group
Colorado
$1.14M -$1.93M -44,413 -64%
SAI
253
Savvy Advisors Inc
New York
$1.13M +$2.73K +63 +0.3%
EWM
254
EPG Wealth Management
Georgia
$1.13M +$1.07M +24,771 New
IFWM
255
Institute for Wealth Management
Colorado
$1.12M – – –
OWA
256
Octavia Wealth Advisors
Ohio
$1.12M -$482K -11,115 -31%
SFC
257
Strategic Financial Concepts
Texas
$1.1M +$984K +22,688 +1,443%
TSWM
258
Tyler-Stone Wealth Management
Ohio
$1.09M +$457K +10,543 +78%
Natixis Advisors
259
Natixis Advisors
Massachusetts
$1.09M -$192K -4,437 -16%
PWM
260
Purus Wealth Management
California
$1.09M +$31.7K +731 +3%
FIA
261
Foundations Investment Advisors
Arizona
$1.09M -$4.82K -111 -0.5%
KWA
262
Kingswood Wealth Advisors
California
$1.07M +$395K +9,104 +63%
IAN
263
Integrated Advisors Network
Texas
$1.05M -$63.4K -1,462 -6%
NFG
264
Nations Financial Group
Iowa
$1.02M +$32.7K +754 +3%
PFA
265
Pinnacle Family Advisors
Missouri
$1.02M -$35.4K -816 -3%
KFGK
266
Keystone Financial Group (Kentucky)
Kentucky
$1.02M +$973K +22,428 New
IAS
267
Insigneo Advisory Services
Florida
$1.01M -$20K -460 -2%
ATPW
268
Ashton Thomas Private Wealth
Arizona
$1.01M -$44.6K -1,029 -4%
AFG
269
ABLE Financial Group
Arizona
$993K -$29.5K -679 -3%
MOS
270
MGO One Seven
Ohio
$985K +$4.03K +93 +0.4%
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$971K -$77.7K -1,790 -8%
AWA
272
Acorn Wealth Advisors
Michigan
$927K -$46.9K -1,080 -5%
EGM
273
Engineers Gate Manager
New York
$924K +$80.6K +1,857 +10%
Millennium Management
274
Millennium Management
New York
$918K -$1.33M -30,720 -60%
FHA
275
Flagship Harbor Advisors
Massachusetts
$907K -$46.4K -1,070 -5%