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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Shakespeare Wealth Management
Wisconsin
$553K
CAG
327
Curtis Advisory Group
California
$553K -$61.3K -1,570 -10%
OPA
328
Old Port Advisors
Maine
$550K
FIM
329
Freedom Investment Management
Connecticut
$544K -$26.7K -683 -5%
PWM
330
Prosperity Wealth Management
California
$543K +$532K +13,613 New
V
331
Veritable
Delaware
$537K +$3.59K +92 +0.7%
TA
332
TrueWealth Advisors
Alabama
$535K -$47.6K -1,220 -8%
CG
333
Caprock Group
Idaho
$523K
GW
334
GW & Wade
Massachusetts
$521K
FFA
335
Farther Finance Advisors
California
$505K +$494K +12,654 New
MWM
336
Meridian Wealth Management
Kentucky
$503K
SFP
337
Strategic Financial Partners
Oregon
$499K +$195 +5 +0%
CCA
338
Cadent Capital Advisors
Oklahoma
$496K +$1.09K +28 +0.2%
AWM
339
Apollon Wealth Management
South Carolina
$495K +$171K +4,375 +55%
BFG
340
Beacon Financial Group
Texas
$475K +$465K +11,901 New
IC
341
IEQ Capital
California
$472K +$3.16K +81 +0.7%
IWA
342
Inspirion Wealth Advisors
Illinois
$470K -$78.2K -2,003 -15%
LFG
343
Larson Financial Group
Missouri
$453K -$18.7K -480 -4%
Comerica Bank
344
Comerica Bank
Texas
$453K +$432K +11,066 New
CRI
345
Colonial River Investments
Virginia
$448K
WCFA
346
Walkner Condon Financial Advisors
Wisconsin
$442K -$7.77K -199 -2%
AIC
347
Archer Investment Corporation
Indiana
$433K -$3.16K -81 -0.7%
HFP
348
Holistic Financial Partners
Indiana
$426K +$1.52K +39 +0.4%
CB
349
Commerce Bank
Missouri
$423K -$39.1K -1,000 -9%
CGFA
350
Colton Groome Financial Advisors
North Carolina
$422K -$14.7K -377 -3%