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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
351
Pinnacle Family Advisors
Missouri
$294K +$3.76K +95 +1%
CAN
352
Claraphi Advisory Network
United States
$291K +$321K +8,121 New
AWM
353
Apollon Wealth Management
South Carolina
$287K -$1.15K -29 -0.4%
BF
354
BOK Financial
Oklahoma
$284K -$12.3K -311 -4%
CWM
355
Curi Wealth Management
North Carolina
$284K +$314K +7,928 New
QPW
356
Quantum Private Wealth
Florida
$276K
USCWA
357
U.S. Capital Wealth Advisors
Texas
$274K -$7.08K -179 -2%
GT
358
Greenleaf Trust
Michigan
$271K
BMC
359
Beaton Management Company
Massachusetts
$269K -$7.92K -200 -3%
PWA
360
Peterson Wealth Advisors
Utah
$266K
RWM
361
Ritholtz Wealth Management
New York
$264K +$356 +9 +0.1%
ICM
362
Intrepid Capital Management
Florida
$263K +$291K +7,348 New
SWMG
363
Signature Wealth Management Group
Georgia
$261K
WFS
364
Weitzel Financial Services
Iowa
$261K -$752 -19 -0.3%
MYIA
365
Mount Yale Investment Advisors
Colorado
$258K +$285K +7,212 New
BAM
366
Bellevue Asset Management
Washington
$257K
SPWM
367
Schrum Private Wealth Management
Florida
$251K
RA
368
Riverstone Advisors
Texas
$249K
OCM
369
Objective Capital Management
Ohio
$246K +$39.6K +1,000 +17%
AA
370
ACT Advisors
North Carolina
$243K -$10.7K -270 -4%
Brown Advisory
371
Brown Advisory
Maryland
$242K +$267K +6,759 New
PFP
372
Paragon Financial Partners
California
$238K
RSWM
373
Robertson Stephens Wealth Management
California
$237K +$262K +6,631 New
Jones Financial Companies
374
Jones Financial Companies
Missouri
$232K +$160K +4,034 +164%
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$231K -$40 -1 -0%