We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$958K +$121K +3,143 +15%
NB
277
NBT Bank
New York
$956K +$904K +23,565 New
FWM
278
Fonville Wealth Management
Virginia
$949K +$897K +23,385 New
PWM
279
Purus Wealth Management
California
$943K -$3.68K -96 -0.4%
AWA
280
Acorn Wealth Advisors
Michigan
$878K -$20.6K -536 -2%
TFP
281
Traction Financial Partners
Wyoming
$873K +$825K +21,517 New
RIA
282
Realta Investment Advisors
Delaware
$868K -$85.4K -2,228 -9%
IWA
283
Icon Wealth Advisors
Texas
$843K +$797K +20,783 New
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$837K +$542K +14,145 +218%
TFM
285
Trademark Financial Management
Minnesota
$837K +$791K +20,625 New
TSWM
286
Tyler-Stone Wealth Management
Ohio
$831K -$151K -3,925 -16%
WP
287
WealthPLAN Partners
Nebraska
$808K +$17.9K +467 +2%
MFG
288
Merit Financial Group
Georgia
$801K -$1.37M -35,614 -64%
WIA
289
Wetzel Investment Advisors
Indiana
$800K +$757K +19,728 New
WH
290
Willner & Heller
California
$794K +$751K +19,580 New
KFGK
291
Keystone Financial Group (Kentucky)
Kentucky
$792K +$14.3K +374 +2%
IWA
292
Inspirion Wealth Advisors
Illinois
$791K +$244K +6,375 +49%
RA
293
Ruggaard & Associates
Ohio
$786K +$64.1K +1,672 +9%
SIG
294
Sargent Investment Group
Maryland
$782K
PD
295
Planning Directions
Pennsylvania
$777K -$384K -10,008 -34%
MA
296
MONECO Advisors
Connecticut
$752K +$6.06K +158 +0.9%
SMA
297
Sage Mountain Advisors
Georgia
$727K -$28.1K -732 -4%
PCA
298
Pallas Capital Advisors
Massachusetts
$726K +$686K +17,899 New
LAS
299
LWM Advisory Services
Florida
$726K
MOS
300
MGO One Seven
Ohio
$722K -$45.8K -1,193 -6%