We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
276
Integrity Financial
Wyoming
$798K -$2.16M -52,294 -73%
CFD
277
Creative Financial Designs
Indiana
$784K -$2.3M -55,597 -74%
T
278
Tidemark
California
$777K -$3.62M -87,712 -82%
WH
279
Willner & Heller
California
$776K -$50.7K -1,228 -6%
TFP
280
Traction Financial Partners
Wyoming
$762K -$39.4K -955 -5%
CS
281
Capital Square
Tennessee
$758K +$31.1K +754 +4%
EGM
282
Engineers Gate Manager
New York
$752K +$762K +18,458 New
GM
283
GeoWealth Management
Illinois
$735K +$72.1K +1,747 +11%
SIG
284
Sargent Investment Group
Maryland
$733K -$24.1K -585 -3%
LAS
285
LWM Advisory Services
Florida
$730K +$289 +7 +0%
LMKC
286
L.M. Kohn & Company
Ohio
$715K -$294K -7,126 -29%
EWA
287
Encompass Wealth Advisors
Oregon
$713K – – –
IWA
288
Icon Wealth Advisors
Texas
$711K -$93.9K -2,275 -12%
MMHP
289
Murphy Middleton Hinkle & Parker
Georgia
$701K +$1.2K +29 +0.2%
IWA
290
Inspirion Wealth Advisors
Illinois
$700K -$39.2K -950 -5%
CRWM
291
Castle Rock Wealth Management
California
$698K – – –
TPWA
292
Twin Peaks Wealth Advisors
California
$692K – – –
FWA
293
FSC Wealth Advisors
New York
$691K +$30.1K +730 +4%
MSAM
294
Moloney Securities Asset Management
Missouri
$685K +$51.3K +1,243 +8%
SMA
295
Sage Mountain Advisors
Georgia
$670K -$19.6K -474 -3%
UAG
296
United Advisor Group
Ohio
$664K -$261K -6,334 -28%
FTUS
297
Flow Traders U.S.
New York
$664K -$136K -3,286 -17%
RFP
298
Root Financial Partners
California
$648K -$57.7K -1,397 -8%
CWA
299
Clarus Wealth Advisors
Arizona
$646K -$54.5K -1,321 -8%
TFM
300
Trademark Financial Management
Minnesota
$630K -$72.2K -1,748 -10%
10 11
12
13 14