We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
376
Merit Financial Group
Georgia
$237K +$248K +6,119 New
VWA
377
Visionary Wealth Advisors
Illinois
$235K +$20.3K +501 +9%
OWA
378
Opal Wealth Advisors
New York
$235K +$246K +6,057 New
ACM
379
Anfield Capital Management
California
$234K – – –
SWM
380
SFG Wealth Management
Maryland
$232K -$34.9K -862 -13%
OCM
381
Objective Capital Management
Ohio
$228K +$38.5K +950 +19%
CL
382
Choreo LLC
Illinois
$227K +$44.8K +1,106 +23%
PFM
383
Peak Financial Management
Massachusetts
$225K – – –
Northern Trust
384
Northern Trust
Illinois
$225K +$235K +5,790 New
GAG
385
Goodman Advisory Group
Massachusetts
$221K – – –
MWM
386
Maltin Wealth Management
New Jersey
$218K – – –
CAM
387
Concorde Asset Management
Michigan
$217K -$89.8K -2,216 -28%
RE
388
RBC Europe
United Kingdom
$211K – – –
HNB
389
Huntington National Bank
Ohio
$210K – – –
SFP
390
Sweet Financial Partners
Minnesota
$204K +$15.7K +388 +8%
NWMG
391
National Wealth Management Group
Ohio
$201K +$210K +5,190 New
OPW
392
Oxler Private Wealth
New York
$201K – – –
PPG
393
Peak Planning Group
Colorado
$201K +$209K +5,167 New
AWM
394
Avior Wealth Management
Nebraska
$192K +$851 +21 +0.4%
TCWM
395
Total Clarity Wealth Management
Illinois
$177K +$185K +4,569 New
EWM
396
Endurance Wealth Management
Rhode Island
$172K – – –
WIM
397
Westside Investment Management
California
$171K +$88.6K +2,186 +13%
ADL
398
Asset Dedication LLC
California
$163K +$45K +1,111 +36%
CAL
399
Capital Analysts LLC
Pennsylvania
$159K +$40.5K +1,000 +32%
CMP
400
Coston McIsaac & Partners
Maine
$149K +$155K +3,828 New