We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
PSI Advisors
Florida
$130K +$135K +3,319 New
WIM
327
Westside Investment Management
California
$119K – – –
KA
328
Kozak & Associates
Colorado
$116K +$112K +2,767 New
PB
329
Pinnacle Bancorp
Nebraska
$111K – – –
FFA
330
Freedman Financial Associates
Massachusetts
$106K +$21.4K +528 +24%
AWM
331
Activest Wealth Management
Florida
$105K – – –
VNA
332
Valley National Advisers
Pennsylvania
$86K – – –
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$86K +$15.8K +389 +22%
WT
334
Washington Trust
Rhode Island
$82K +$34.5K +850 +68%
TAM
335
Tucker Asset Management
Colorado
$77.2K +$284 +7 +0.4%
EIP
336
Ellis Investment Partners
Pennsylvania
$71K +$325 +8 +0.4%
TCWM
337
Total Clarity Wealth Management
Illinois
$69K +$71.2K +1,753 New
PMFA
338
Plante Moran Financial Advisors
Michigan
$66K +$15.1K +373 +29%
HA
339
Herold Advisors
New York
$62K +$65K +1,602 New
TFS
340
TrustCore Financial Services
Tennessee
$61K -$9.34K -230 -13%
LWANC
341
Laurel Wealth Advisors (North Carolina)
North Carolina
$61K – – –
ASBI
342
American State Bank (Iowa)
Iowa
$58.6K – – –
CFA
343
Carroll Financial Associates
North Carolina
$55K +$81 +2 +0.1%
NSIM
344
North Star Investment Management
Illinois
$55K +$81 +2 +0.1%
HFS
345
Horizon Financial Services
North Carolina
$55K +$57K +1,405 New
PP
346
Pacifica Partners
Canada
$52K – – –
HPC
347
HM Payson & Co
Maine
$48K – – –
GEA
348
Glen Eagle Advisors
New Jersey
$41K – – –
HCP
349
Hexagon Capital Partners
Arkansas
$40K – – –
First Manhattan
350
First Manhattan
New York
$39K – – –