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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FA
326
Fountainhead AM
New Jersey
$682K +$1.52K +32 +0.2%
SIG
327
Sargent Investment Group
Maryland
$660K – – –
IAS
328
Insigneo Advisory Services
Florida
$652K -$4.53K -95 -0.7%
CF
329
Centaurus Financial
California
$650K +$21.4K +449 +3%
BFG
330
Bleakley Financial Group
New Jersey
$649K +$83.8K +1,758 +15%
CA
331
CoreCap Advisors
Michigan
$641K -$44.7K -938 -7%
NW
332
NewEdge Wealth
Pennsylvania
$639K -$434K -9,111 -41%
SWM
333
SFG Wealth Management
Maryland
$631K +$24.3K +511 +4%
PFA
334
Pinnacle Family Advisors
Missouri
$630K +$4.53K +95 +0.7%
MA
335
Mezzasalma Advisors
New Jersey
$629K +$3.29K +69 +0.5%
GIA
336
Gladstone Institutional Advisory
Florida
$626K -$8.34K -175 -1%
Ameriprise
337
Ameriprise
Minnesota
$618K -$107K -2,246 -15%
NG
338
Novem Group
New York
$608K +$44.4K +931 +8%
TWM
339
TriaGen Wealth Management
California
$600K – – –
ACM
340
Appalachian Capital Management
Ohio
$599K +$715 +15 +0.1%
CCA
341
Cadent Capital Advisors
Oklahoma
$598K +$2.43K +51 +0.4%
T
342
Tidemark
California
$589K -$5.62K -118 -1%
AWM
343
Apollon Wealth Management
South Carolina
$588K +$11.1K +232 +2%
CI
344
CX Institutional
Indiana
$581K -$38.3K -803 -6%
SWM
345
Shakespeare Wealth Management
Wisconsin
$580K – – –
TPWA
346
Twin Peaks Wealth Advisors
California
$575K +$8.24K +173 +1%
IWA
347
Inspirion Wealth Advisors
Illinois
$575K -$119K -2,491 -17%
KP
348
Keel Point
Alabama
$574K -$5.15K -108 -0.9%
PA
349
Parallel Advisors
California
$571K -$19.1K -400 -3%
TFM
350
Trademark Financial Management
Minnesota
$570K -$14.6K -307 -3%