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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
276
HBK Sorce Advisory
Pennsylvania
$923K +$447K +11,446 +98%
RIA
277
Realta Investment Advisors
Delaware
$909K -$124K -3,180 -12%
DWP
278
Daymark Wealth Partners
Ohio
$903K +$883K +22,618 New
RIA
279
Regal Investment Advisors
Michigan
$900K +$4.18K +107 +0.5%
UCFA
280
United Capital Financial Advisors
Texas
$891K -$209K -5,354 -19%
AWA
281
Acorn Wealth Advisors
Michigan
$881K +$54.7K +1,401 +7%
CWC
282
Carolinas Wealth Consulting
North Carolina
$872K +$506K +12,967 +146%
CFGS
283
Concourse Financial Group Securities
Alabama
$863K -$175K -4,473 -17%
MA
284
MONECO Advisors
Connecticut
$862K +$95.1K +2,435 +13%
WH
285
Willner & Heller
California
$861K +$23.1K +591 +3%
Creative Planning
286
Creative Planning
Kansas
$859K +$309K +7,906 +58%
MOS
287
MGO One Seven
Ohio
$851K -$36.7K -940 -4%
LMKC
288
L.M. Kohn & Company
Ohio
$826K +$180K +4,604 +29%
LFAS
289
Level Four Advisory Services
Texas
$817K +$433K +11,080 +118%
SPI
290
Sutton Place Investors
New York
$815K +$49.6K +1,270 +7%
PFG
291
Prosperity Financial Group
California
$808K +$790K +20,236 New
SIG
292
Sargent Investment Group
Maryland
$804K +$9.37K +240 +1%
IAS
293
Insigneo Advisory Services
Florida
$799K +$782K +20,012 New
CCG
294
Cypress Capital Group
Florida
$797K +$106K +2,718 +16%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$790K +$53.4K +1,368 +7%
PWM
296
PRW Wealth Management
Massachusetts
$787K +$109K +2,800 +17%
Lido Advisors
297
Lido Advisors
California
$787K +$351 +9 +0%
SMA
298
Sage Mountain Advisors
Georgia
$778K -$121K -3,109 -14%
AA
299
Advisory Alpha
Michigan
$720K -$152K -3,893 -18%
KFGK
300
Keystone Financial Group (Kentucky)
Kentucky
$708K