We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
326
Bellevue Asset Management
Washington
$327K – – –
PWA
327
Peterson Wealth Advisors
Utah
$320K – – –
BMC
328
Beaton Management Company
Massachusetts
$320K +$8.28K +200 +3%
OPS
329
Orion Portfolio Solutions
Nebraska
$317K +$305K +7,370 New
AMR
330
Asset Management Resources
Massachusetts
$315K +$303K +7,329 New
AA
331
ACT Advisors
North Carolina
$314K -$34.3K -829 -10%
MCC
332
Money Concepts Capital
Florida
$305K +$293K +7,083 New
MNBTD
333
Moody National Bank Trust Division
Texas
$301K -$24.3K -587 -8%
SPWM
334
Schrum Private Wealth Management
Florida
$301K +$290K +7,000 New
SWM
335
SFG Wealth Management
Maryland
$294K +$282K +6,826 New
OMIC
336
Old Mission Investment Co
Michigan
$294K – – –
IFG
337
Investors Financial Group
Minnesota
$293K +$6.7K +162 +2%
C
338
Certuity
Florida
$291K – – –
PFP
339
Paragon Financial Partners
California
$287K +$276K +6,663 New
DWMG
340
DB Wealth Management Group
California
$283K -$1.99K -48 -0.7%
WW
341
Waterfront Wealth
Kansas
$279K +$9.1K +220 +4%
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$278K +$176K +4,255 +194%
HWM
343
HB Wealth Management
Georgia
$272K +$262K +6,326 New
CRI
344
Colonial River Investments
Virginia
$271K +$260K +6,294 New
VCM
345
Vigilant Capital Management
Maine
$269K – – –
ACM
346
Anfield Capital Management
California
$269K +$259K +6,256 New
HWM
347
Holloway Wealth Management
Florida
$267K – – –
LFAS
348
Level Four Advisory Services
Texas
$263K +$253K +6,102 New
BlackRock
349
BlackRock
New York
$262K +$621 +15 +0.2%
SAM
350
Strategy Asset Managers
California
$260K -$685K -16,561 -73%