We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
326
Plotkin Financial Advisors
Maryland
$595K – – –
MIM
327
MTM Investment Management
South Carolina
$585K -$33K -860 -6%
BFG
328
Bleakley Financial Group
New Jersey
$580K +$21.4K +557 +4%
MFG
329
Mainsail Financial Group
Washington
$577K -$6.45M -168,120 -92%
PFA
330
Pinnacle Family Advisors
Missouri
$557K -$12.7K -332 -2%
UCFA
331
United Capital Financial Advisors
Texas
$554K -$27.5K -718 -5%
RIA
332
Regal Investment Advisors
Michigan
$551K +$882 +23 +0.2%
GAA
333
Global Assets Advisory
Florida
$550K -$9.78K -255 -2%
TWM
334
TriaGen Wealth Management
California
$549K -$79.5K -2,074 -13%
CG
335
Caprock Group
Idaho
$541K – – –
CSPIA
336
Cary Street Partners Investment Advisory
Virginia
$541K +$511K +13,330 New
KWS
337
Keystone Wealth Services
California
$540K -$32.6K -849 -6%
GW
338
GW & Wade
Massachusetts
$533K +$3.83K +100 +0.8%
SWM
339
Shakespeare Wealth Management
Wisconsin
$531K -$8.97K -234 -2%
4WM
340
49 Wealth Management
Texas
$524K +$496K +12,922 New
TAM
341
Tucker Asset Management
Colorado
$522K -$19.3K -503 -4%
OPA
342
Old Port Advisors
Maine
$515K -$3.99K -104 -0.8%
HWP
343
Hibernia Wealth Partners
Louisiana
$512K -$75.6K -1,971 -14%
QCG
344
Quadrant Capital Group
Ohio
$510K -$104K -2,724 -18%
CCA
345
Cadent Capital Advisors
Oklahoma
$505K +$1.11K +29 +0.2%
CA
346
CoreCap Advisors
Michigan
$502K +$65.1K +1,697 +16%
LSA
347
Lion Street Advisors
Texas
$502K +$575 +15 +0.1%
IWP
348
IAG Wealth Partners
Wisconsin
$495K -$51.8K -1,350 -10%
LWM
349
Laidlaw Wealth Management
New York
$490K -$43.5K -1,134 -9%
LT
350
Legacy Trust
Michigan
$489K – – –
12 13
14
15 16