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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
276
Ashton Thomas Private Wealth
Arizona
$634K +$609K +14,725 New
IF
277
Intrua Financial
Texas
$631K -$9.6K -232 -2%
PFA
278
Plotkin Financial Advisors
Maryland
$630K -$327K -7,913 -35%
SWM
279
SeaCrest Wealth Management
New York
$623K +$79.3K +1,917 +15%
SWM
280
Shakespeare Wealth Management
Wisconsin
$619K -$78.6K -1,900 -12%
YIH
281
Y-Intercept (HK)
Hong Kong
$584K +$562K +13,572 New
GW
282
GW & Wade
Massachusetts
$573K +$15.1K +365 +3%
IWP
283
IAG Wealth Partners
Wisconsin
$567K -$3.52K -85 -0.6%
V
284
Veritable
Delaware
$567K +$2.94K +71 +0.5%
EIA
285
Eldridge Investment Advisors
New Hampshire
$547K -$186K -4,484 -26%
CCA
286
Cadent Capital Advisors
Oklahoma
$531K +$869 +21 +0.2%
SF
287
Synovus Financial
Georgia
$518K -$1.48M -35,781 -75%
PGWM
288
Pitti Group Wealth Management
New York
$512K +$492K +11,894 New
PWM
289
Perigon Wealth Management
California
$504K +$64.3K +1,555 +15%
IC
290
IEQ Capital
California
$499K +$479K +11,583 New
JIP
291
Jaffetilchin Investment Partners
Florida
$498K -$21.3K -514 -4%
RA
292
RFG Advisory
Alabama
$494K -$64.1K -1,548 -12%
LA
293
LexAurum Advisors
Kansas
$486K -$1.75M -42,220 -79%
AIC
294
Archer Investment Corporation
Indiana
$484K
Creative Planning
295
Creative Planning
Kansas
$480K +$1.78K +43 +0.4%
PWM
296
PRW Wealth Management
Massachusetts
$479K -$43.4K -1,050 -9%
MCCP
297
Mission Creek Capital Partners
California
$463K -$18.8K -454 -4%
IP
298
Ignite Planners
California
$455K +$444K +10,725 New
HFP
299
Holistic Financial Partners
Indiana
$454K +$17K +410 +4%
FIM
300
Freedom Investment Management
Connecticut
$448K +$15.5K +374 +4%