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
WH
276
Willner & Heller
California
$859K -$7.68K -177 -0.9%
CS
277
Capital Square
Tennessee
$858K +$44.2K +1,020 +6%
CG
278
Caprock Group
Idaho
$834K +$217K +5,000 +37%
CFGS
279
Concourse Financial Group Securities
Alabama
$826K +$183K +4,209 +30%
SIG
280
Sargent Investment Group
Maryland
$819K – – –
WIA
281
Wetzel Investment Advisors
Indiana
$810K -$55.9K -1,289 -7%
HH
282
Hilltop Holdings
Texas
$810K +$772K +17,800 New
IF
283
Integrity Financial
Wyoming
$809K -$78.9K -1,819 -9%
EWA
284
Encompass Wealth Advisors
Oregon
$796K – – –
MSAM
285
Moloney Securities Asset Management
Missouri
$789K +$22.7K +523 +3%
T
286
Tidemark
California
$784K -$79.7K -1,838 -10%
MMHP
287
Murphy Middleton Hinkle & Parker
Georgia
$783K +$911 +21 +0.1%
CRWM
288
Castle Rock Wealth Management
California
$773K – – –
FWA
289
FSC Wealth Advisors
New York
$769K -$2.3K -53 -0.3%
TFP
290
Traction Financial Partners
Wyoming
$753K -$44K -1,015 -6%
LAS
291
LWM Advisory Services
Florida
$751K -$61.3K -1,412 -8%
IWA
292
Icon Wealth Advisors
Texas
$747K – – –
C
293
CEDRUS
Colorado
$737K +$325K +7,498 +86%
TWM
294
Trueblood Wealth Management
Ohio
$736K +$50.3K +1,159 +8%
SMA
295
Sage Mountain Advisors
Georgia
$728K -$19.3K -445 -3%
UAG
296
United Advisor Group
Ohio
$721K -$19.9K -458 -3%
M1FG
297
Mach-1 Financial Group
Arkansas
$703K +$87.5K +2,017 +15%
IWA
298
Inspirion Wealth Advisors
Illinois
$698K -$78.9K -1,819 -11%
CWA
299
Clarus Wealth Advisors
Arizona
$697K -$10.6K -245 -2%
AWM
300
Apollon Wealth Management
South Carolina
$689K +$19.6K +452 +3%
10 11
12
13 14