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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
351
HBK Sorce Advisory
Pennsylvania
$560K -$2.15K -47 -0.4%
SWM
352
Shakespeare Wealth Management
Wisconsin
$559K -$31.8K -695 -5%
LWP
353
LeClair Wealth Partners
Ohio
$552K -$143K -3,131 -21%
Thrivent Financial for Lutherans
354
Thrivent Financial for Lutherans
Minnesota
$549K +$304K +6,638 +126%
KWS
355
Keystone Wealth Services
California
$542K +$46 +1 +0%
MIM
356
MTM Investment Management
South Carolina
$541K -$45.4K -993 -8%
SWM
357
SFG Wealth Management
Maryland
$538K +$5.99K +131 +1%
HAS
358
HBW Advisory Services
California
$538K -$672K -14,681 -56%
T
359
Tidemark
California
$537K -$35.9K -785 -6%
GI
360
GAMMA Investing
California
$517K -$30.9K -676 -6%
IWM
361
IMG Wealth Management
Florida
$516K -$133K -2,896 -21%
BWP
362
Bernardo Wealth Planning
Pennsylvania
$515K +$137 +3 +0%
PD
363
Planning Directions
Pennsylvania
$508K -$11.4K -249 -2%
BAM
364
Bellevue Asset Management
Washington
$502K +$320 +7 +0.1%
KP
365
Keel Point
Alabama
$498K -$64.4K -1,408 -12%
GT
366
Greenleaf Trust
Michigan
$492K
BTI
367
Blue Trust Inc
Georgia
$489K -$5.76K -126 -1%
LWL
368
Leo Wealth LLC
Texas
$486K +$2.61K +57 +0.5%
AIC
369
Archer Investment Corporation
Indiana
$485K
PCS
370
Private Client Services
Kentucky
$475K -$66.8K -1,460 -12%
ASN
371
Advisory Services Network
Georgia
$473K -$21.2K -464 -4%
PFA
372
Plotkin Financial Advisors
Maryland
$469K
MPIA
373
Milestones Private Investment Advisors
New York
$461K
SFP
374
Strategic Financial Partners
Oregon
$459K -$2.79K -61 -0.6%
SAM
375
Strategy Asset Managers
California
$456K -$171K -3,739 -28%