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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
$1.35M +$58.4K +1,276 +5%
CAM
252
Cresset Asset Management
Illinois
$1.34M +$5.72K +125 +0.4%
KFGK
253
Keystone Financial Group (Kentucky)
Kentucky
$1.29M +$71K +1,551 +6%
AF
254
Advisornet Financial
Minnesota
$1.29M -$24.1K -527 -2%
Jane Street
255
Jane Street
New York
$1.26M +$1.25M +27,274 New
AG
256
AmeriFlex Group
Nevada
$1.26M +$1.25M +27,211 New
SMC
257
Smith, Moore & Co
Missouri
$1.24M -$56.1K -1,225 -4%
FHC
258
First Heartland Consultants
Missouri
$1.24M -$393K -8,589 -24%
ACP
259
Argyle Capital Partners
California
$1.2M +$21.9K +479 +2%
MFG
260
Merit Financial Group
Georgia
$1.19M +$787K +17,206 +204%
OWA
261
Octavia Wealth Advisors
Ohio
$1.18M +$362K +7,903 +45%
FHA
262
Flagship Harbor Advisors
Massachusetts
$1.17M +$10.5K +230 +0.9%
BAM
263
Belpointe Asset Management
Nevada
$1.17M +$30.5K +666 +3%
WCM
264
Winebrenner Capital Management
Kentucky
$1.16M -$12.6K -275 -1%
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
$1.16M -$161K -3,521 -12%
SF
266
Summit Financial
New Jersey
$1.14M +$464K +10,145 +70%
GF
267
GGM Financials
Ohio
$1.14M -$48.6K -1,063 -4%
IFWM
268
Institute for Wealth Management
Colorado
$1.13M -$4.44K -97 -0.4%
RIS
269
Richmond Investment Services
Wisconsin
$1.12M -$606K -13,240 -35%
CS
270
Capital Square
Tennessee
$1.11M -$34.4K -751 -3%
CAP
271
Columbia Advisory Partners
Washington
$1.11M +$379K +8,273 +52%
GAM
272
Gotham Asset Management
New York
$1.11M
BFA
273
Blueprint Financial Advisors
North Carolina
$1.1M +$1.08M +23,700 New
BIP
274
Blueprint Investment Partners
North Carolina
$1.1M +$1.08M +23,700 New
LSA
275
Lion Street Advisors
Texas
$1.08M +$725K +15,836 +152%