We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Shakespeare Wealth Management
Wisconsin
$566K
KP
352
Keel Point
Alabama
$565K -$12.1K -252 -2%
AWM
353
Apollon Wealth Management
South Carolina
$563K -$60.6K -1,261 -10%
UBS AM
354
UBS AM
Illinois
$563K +$491K +10,226 +588%
VWM
355
Vigil Wealth Management
Florida
$559K
TPWA
356
Twin Peaks Wealth Advisors
California
$553K
SMA
357
Sage Mountain Advisors
Georgia
$552K
WH
358
Willner & Heller
California
$552K -$16K -333 -3%
LWL
359
Leo Wealth LLC
Texas
$552K +$55.3K +1,151 +11%
Corient Private Wealth
360
Corient Private Wealth
Florida
$551K -$1.44M -29,887 -70%
BFG
361
Bleakley Financial Group
New Jersey
$551K -$38.4K -799 -6%
NG
362
Novem Group
New York
$550K +$561K +11,689 New
FCAS
363
First Command Advisory Services
Texas
$547K -$99.1K -2,064 -15%
KWS
364
Keystone Wealth Services
California
$547K +$558K +11,621 New
CD
365
Capital Developers
North Carolina
$545K -$2.02K -42 -0.4%
LCWP
366
Legacy Capital Wealth Partners
Arkansas
$541K -$5.38K -112 -1%
SB
367
Strategic Blueprint
Georgia
$538K +$1.15K +24 +0.2%
MIM
368
MTM Investment Management
South Carolina
$536K -$12.2K -253 -2%
VT
369
Vise Technologies
New York
$532K
BWP
370
Bernardo Wealth Planning
Pennsylvania
$524K +$144 +3 +0%
YIH
371
Y-Intercept (HK)
Hong Kong
$516K -$589K -12,271 -53%
BTI
372
Blue Trust Inc
Georgia
$513K +$16.2K +338 +3%
Cerity Partners
373
Cerity Partners
New York
$505K -$62.2K -1,295 -11%
GI
374
GAMMA Investing
California
$504K -$22.2K -462 -4%
KFA
375
Kapstone Financial Advisors
Ohio
$501K +$511K +10,645 New