We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
351
LeClair Wealth Partners
Ohio
$570K +$564K +11,832 New
LAS
352
LWM Advisory Services
Florida
$569K -$49.9K -1,048 -8%
SW
353
Simplicity Wealth
New Jersey
$566K +$560K +11,747 New
SMA
354
Sage Mountain Advisors
Georgia
$566K
LCWP
355
Legacy Capital Wealth Partners
Arkansas
$559K +$5.1K +107 +0.9%
VWM
356
Vigil Wealth Management
Florida
$553K -$19.8K -415 -3%
MIM
357
MTM Investment Management
South Carolina
$549K
UBS AM
358
UBS AM
Illinois
$542K -$34K -713 -6%
SB
359
Strategic Blueprint
Georgia
$540K -$11.1K -234 -2%
BWP
360
Bernardo Wealth Planning
Pennsylvania
$537K +$191 +4 +0%
VDC
361
Van Diest Capital
Iowa
$535K +$300K +6,289 +131%
WH
362
Willner & Heller
California
$532K -$33.2K -697 -6%
IAN
363
Integrated Advisors Network
Texas
$530K -$77.3K -1,622 -13%
BTI
364
Blue Trust Inc
Georgia
$512K -$13.2K -276 -3%
SFP
365
Strategic Financial Partners
Oregon
$509K +$238 +5 +0%
KWS
366
Keystone Wealth Services
California
$506K -$53.6K -1,124 -10%
AIC
367
Archer Investment Corporation
Indiana
$503K
GI
368
GAMMA Investing
California
$503K -$13.2K -277 -3%
KFA
369
Kapstone Financial Advisors
Ohio
$502K -$10.5K -221 -2%
FA
370
Fermata Advisors
California
$494K +$90.9K +1,907 +23%
PFA
371
Plotkin Financial Advisors
Maryland
$489K
PPWM
372
Perissos Private Wealth Management
Oklahoma
$486K -$15.5K -325 -3%
VT
373
Vise Technologies
New York
$481K -$74.3K -1,560 -14%
RIS
374
Richmond Investment Services
Wisconsin
$479K -$531K -11,138 -53%
SIM
375
Synergy Investment Management
Florida
$473K +$127K +2,662 +37%