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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BW
276
BIP Wealth
Georgia
$1.11M +$1.11M +24,090 New
GAM
277
Gotham Asset Management
New York
$1.1M -$10.8K -235 -1%
Koshinski Asset Management
278
Koshinski Asset Management
Illinois
$1.09M -$67.8K -1,477 -6%
IA
279
Integrity Alliance
Iowa
$1.07M +$63.3K +1,379 +6%
YIH
280
Y-Intercept (HK)
Hong Kong
$1.07M +$812K +17,680 +318%
USCWA
281
U.S. Capital Wealth Advisors
Texas
$1.07M +$153K +3,330 +17%
CAP
282
Columbia Advisory Partners
Washington
$1.05M -$57.9K -1,260 -5%
LWM
283
Lighthouse Wealth Management
Ohio
$1.05M +$230 +5 +0%
RIS
284
Richmond Investment Services
Wisconsin
$1.05M -$69.4K -1,512 -6%
CS
285
Capital Square
Tennessee
$1.04M -$68K -1,480 -6%
MLRA
286
Main Line Retirement Advisors
Montana
$1.04M +$269K +5,867 +35%
BFA
287
Blueprint Financial Advisors
North Carolina
$1.03M -$59.4K -1,294 -5%
BIP
288
Blueprint Investment Partners
North Carolina
$1.03M -$59.4K -1,294 -5%
NW
289
NewEdge Wealth
Pennsylvania
$1.03M -$18.4K -401 -2%
RW
290
RVW Wealth
California
$1.02M +$4.87K +106 +0.5%
FFS
291
Founders Financial Securities
Maryland
$1.01M +$2.2K +48 +0.2%
JDLA
292
J. Derek Lewis & Associates
California
$979K +$976K +21,253 New
BW
293
BostonPremier Wealth
Massachusetts
$961K -$15.6M -338,730 -94%
SF
294
Summit Financial
New Jersey
$960K -$175K -3,813 -15%
RSWM
295
Robertson Stephens Wealth Management
California
$938K -$4.18K -91 -0.4%
HH
296
Hilltop Holdings
Texas
$911K +$367 +8 +0%
PFPG
297
Pinnacle Financial Partners (Georgia)
Georgia
$909K +$906K +19,722 New
HIW
298
Holos Integrated Wealth
Pennsylvania
$906K -$11.8K -258 -1%
MOS
299
MGO One Seven
Ohio
$890K -$162K -3,530 -15%
TWM
300
Topsail Wealth Management
North Carolina
$881K -$27.8K -606 -3%