We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
301
LWM Advisory Services
Florida
$717K -$46.1K -1,153 -6%
KFGK
302
Keystone Financial Group (Kentucky)
Kentucky
$712K +$711K +17,768 New
CRWM
303
Castle Rock Wealth Management
California
$702K +$5.84K +146 +0.8%
EWA
304
Encompass Wealth Advisors
Oregon
$702K – – –
SFG
305
StrategIQ Financial Group
Indiana
$701K – – –
CFGS
306
Concourse Financial Group Securities
Alabama
$693K +$10.8K +271 +2%
RA
307
Ruggaard & Associates
Ohio
$687K +$111K +2,780 +19%
MMHP
308
Murphy Middleton Hinkle & Parker
Georgia
$686K +$1.08K +27 +0.2%
CS
309
Capital Square
Tennessee
$684K +$360 +9 +0.1%
CWA
310
Clarus Wealth Advisors
Arizona
$682K -$13.5K -338 -2%
MA
311
MONECO Advisors
Connecticut
$681K -$192K -4,787 -22%
PFA
312
Plotkin Financial Advisors
Maryland
$669K -$43.1K -1,076 -6%
AssetMark Inc
313
AssetMark Inc
California
$659K +$658K +16,442 New
TRCT
314
Tower Research Capital (TRC)
New York
$649K -$3.53M -88,319 -85%
MSAM
315
Moloney Securities Asset Management
Missouri
$648K +$2.28K +57 +0.4%
BWP
316
Bernardo Wealth Planning
Pennsylvania
$638K +$80 +2 +0%
TWM
317
TriaGen Wealth Management
California
$633K -$14.4K -361 -2%
MIM
318
MTM Investment Management
South Carolina
$629K – – –
CF
319
Centaurus Financial
California
$623K -$299K -7,473 -32%
SAM
320
Strategy Asset Managers
California
$618K +$1.88K +47 +0.3%
UCFA
321
United Capital Financial Advisors
Texas
$611K -$39K -975 -6%
APWA
322
Atlas Private Wealth Advisors
New Jersey
$611K +$241K +6,011 +65%
BAM
323
Belpointe Asset Management
Nevada
$591K -$2.35M -58,796 -80%
KWS
324
Keystone Wealth Services
California
$582K -$14.6K -364 -2%
RIA
325
Regal Investment Advisors
Michigan
$582K -$262K -6,539 -31%