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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GAA
326
Global Assets Advisory
Florida
$571K
BFG
327
Bleakley Financial Group
New Jersey
$565K +$4.52K +113 +0.8%
DWM
328
Darwin Wealth Management
Florida
$563K +$126K +3,143 +29%
IF
329
Intrua Financial
Texas
$560K +$24.9K +622 +5%
IWP
330
IAG Wealth Partners
Wisconsin
$559K -$4.52K -113 -0.8%
HA
331
Herold Advisors
New York
$559K +$558K +13,942 New
V
332
Veritable
Delaware
$546K +$3.6K +90 +0.7%
CG
333
Caprock Group
Idaho
$526K
SWM
334
Shakespeare Wealth Management
Wisconsin
$524K -$30.4K -760 -5%
GW
335
GW & Wade
Massachusetts
$523K
WCFA
336
Walkner Condon Financial Advisors
Wisconsin
$520K -$4.6K -115 -0.9%
TA
337
TrueWealth Advisors
Alabama
$513K +$135K +3,381 +36%
SC
338
Sykon Capital
New York
$498K +$497K +12,414 New
CCA
339
Cadent Capital Advisors
Oklahoma
$498K -$1.44K -36 -0.3%
CB
340
Commerce Bank
Missouri
$485K -$43.1K -1,078 -8%
LT
341
Legacy Trust
Michigan
$483K +$114K +2,859 +31%
M1FG
342
Mach-1 Financial Group
Arkansas
$481K +$327K +8,176 +213%
SWM
343
SeaCrest Wealth Management
New York
$478K +$38.9K +971 +9%
IWA
344
Inspirion Wealth Advisors
Illinois
$467K +$14.8K +370 +3%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$464K +$199K +4,982 +77%
CA
346
CoreCap Advisors
Michigan
$463K +$462K +11,551 New
PFA
347
Pinnacle Family Advisors
Missouri
$451K -$37.8K -945 -8%
SFP
348
Strategic Financial Partners
Oregon
$442K -$3.28K -82 -0.7%
BIP
349
Blueprint Investment Partners
North Carolina
$442K -$245K -6,115 -36%
AIC
350
Archer Investment Corporation
Indiana
$440K +$16.4K +410 +4%