We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
276
Realta Investment Advisors
Delaware
$1M +$95.1K +2,376 +11%
WP
277
WealthSource Partners
California
$989K -$138K -3,450 -12%
IAN
278
Integrated Advisors Network
Texas
$984K -$66.9K -1,671 -6%
TLFA
279
True Link Financial Advisors
California
$972K – – –
PWM
280
Purus Wealth Management
California
$946K +$368K +9,204 +64%
AWA
281
Acorn Wealth Advisors
Michigan
$915K +$5.36K +134 +0.6%
AWM
282
Avior Wealth Management
Nebraska
$905K -$103K -2,579 -10%
LMKC
283
L.M. Kohn & Company
Ohio
$903K +$42.9K +1,071 +5%
WIM
284
Westside Investment Management
California
$902K +$26.9K +672 +3%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$881K +$72.7K +1,816 +9%
CWC
286
Carolinas Wealth Consulting
North Carolina
$876K – – –
SFC
287
Strategic Financial Concepts
Texas
$838K +$6.12K +153 +0.7%
GWA
288
GGM Wealth Advisors
Maryland
$807K -$6.62M -165,428 -89%
MOS
289
MGO One Seven
Ohio
$799K -$19.6K -489 -2%
PFG
290
Prosperity Financial Group
California
$799K -$26.3K -656 -3%
SIG
291
Sargent Investment Group
Maryland
$788K -$20K -500 -2%
AFG
292
ABLE Financial Group
Arizona
$784K +$190K +4,740 +32%
SMA
293
Sage Mountain Advisors
Georgia
$782K – – –
SPI
294
Sutton Place Investors
New York
$776K -$72.9K -1,821 -9%
CCG
295
Cypress Capital Group
Florida
$775K -$70K -1,750 -8%
WP
296
WealthPLAN Partners
Nebraska
$763K -$679K -16,959 -47%
WKSWA
297
White Knight Strategic Wealth Advisors
New Jersey
$753K -$185K -4,625 -20%
SHWM
298
Silicon Hills Wealth Management
Texas
$746K -$72.4K -1,810 -9%
WA
299
Waverly Advisors
Alabama
$746K +$744K +18,602 New
PIAS
300
PCA Investment Advisory Services
Ohio
$729K -$88.3K -2,206 -11%