We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
351
RDA Financial Network
Iowa
$299K -$1.98K -50 -0.6%
GPA
352
Guerra Pan Advisors
New Jersey
$299K – – –
Bank of Montreal
353
Bank of Montreal
Ontario, Canada
$299K +$306K +7,721 New
FFA
354
Founders Financial Alliance
North Carolina
$296K -$34.7K -878 -10%
PFA
355
Pinnacle Family Advisors
Missouri
$294K +$3.76K +95 +1%
CAN
356
Claraphi Advisory Network
United States
$291K +$321K +8,121 New
AWM
357
Apollon Wealth Management
South Carolina
$287K -$1.15K -29 -0.4%
BF
358
BOK Financial
Oklahoma
$284K -$12.3K -311 -4%
CWM
359
Curi Wealth Management
North Carolina
$284K +$314K +7,928 New
QPW
360
Quantum Private Wealth
Florida
$276K – – –
USCWA
361
U.S. Capital Wealth Advisors
Texas
$274K -$7.08K -179 -2%
GT
362
Greenleaf Trust
Michigan
$271K – – –
BMC
363
Beaton Management Company
Massachusetts
$269K -$7.92K -200 -3%
PWA
364
Peterson Wealth Advisors
Utah
$266K – – –
RWM
365
Ritholtz Wealth Management
New York
$264K +$356 +9 +0.1%
ICM
366
Intrepid Capital Management
Florida
$263K +$291K +7,348 New
SWMG
367
Signature Wealth Management Group
Georgia
$261K – – –
WFS
368
Weitzel Financial Services
Iowa
$261K -$752 -19 -0.3%
MYIA
369
Mount Yale Investment Advisors
Colorado
$258K +$285K +7,212 New
BAM
370
Bellevue Asset Management
Washington
$257K – – –
SPWM
371
Schrum Private Wealth Management
Florida
$251K – – –
RA
372
Riverstone Advisors
Texas
$249K – – –
OCM
373
Objective Capital Management
Ohio
$246K +$39.6K +1,000 +17%
OMIC
374
Old Mission Investment Co
Michigan
$244K – – –
AA
375
ACT Advisors
North Carolina
$243K -$10.7K -270 -4%