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
FAM
276
Formidable Asset Management
Ohio
$882K -$16.1K -370 -2%
TPWA
277
Twin Peaks Wealth Advisors
California
$861K +$84.5K +1,948 +11%
WH
278
Willner & Heller
California
$859K -$7.68K -177 -0.9%
CS
279
Capital Square
Tennessee
$858K +$44.2K +1,020 +6%
CG
280
Caprock Group
Idaho
$834K +$217K +5,000 +37%
CFGS
281
Concourse Financial Group Securities
Alabama
$826K +$183K +4,209 +30%
SIG
282
Sargent Investment Group
Maryland
$819K – – –
WIA
283
Wetzel Investment Advisors
Indiana
$810K -$55.9K -1,289 -7%
HH
284
Hilltop Holdings
Texas
$810K +$772K +17,800 New
IF
285
Integrity Financial
Wyoming
$809K -$78.9K -1,819 -9%
EWA
286
Encompass Wealth Advisors
Oregon
$796K – – –
MSAM
287
Moloney Securities Asset Management
Missouri
$789K +$22.7K +523 +3%
T
288
Tidemark
California
$784K -$79.7K -1,838 -10%
MMHP
289
Murphy Middleton Hinkle & Parker
Georgia
$783K +$911 +21 +0.1%
CRWM
290
Castle Rock Wealth Management
California
$773K – – –
FWA
291
FSC Wealth Advisors
New York
$769K -$2.3K -53 -0.3%
TFP
292
Traction Financial Partners
Wyoming
$753K -$44K -1,015 -6%
LAS
293
LWM Advisory Services
Florida
$751K -$61.3K -1,412 -8%
IWA
294
Icon Wealth Advisors
Texas
$747K – – –
C
295
CEDRUS
Colorado
$737K +$325K +7,498 +86%
TWM
296
Trueblood Wealth Management
Ohio
$736K +$50.3K +1,159 +8%
SMA
297
Sage Mountain Advisors
Georgia
$728K -$19.3K -445 -3%
UAG
298
United Advisor Group
Ohio
$721K -$19.9K -458 -3%
M1FG
299
Mach-1 Financial Group
Arkansas
$703K +$87.5K +2,017 +15%
IWA
300
Inspirion Wealth Advisors
Illinois
$698K -$78.9K -1,819 -11%
10 11
12
13 14