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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
376
Archer Investment Corporation
Indiana
$486K
EFG
377
Elios Financial Group
Ohio
$477K
SWM
378
SFG Wealth Management
Maryland
$477K +$7.51K +169 +2%
BTI
379
Blue Trust Inc
Georgia
$471K -$130K -2,925 -22%
GI
380
GAMMA Investing
California
$467K +$6.27K +141 +1%
LSA
381
Lion Street Advisors
Texas
$464K -$78.4K -1,764 -14%
LWL
382
Leo Wealth LLC
Texas
$463K +$462K +10,391 New
PFA
383
Plotkin Financial Advisors
Maryland
$459K -$72.4K -1,629 -14%
ARC
384
Advisor Resource Council
Texas
$459K +$458K +10,299 New
SFP
385
Strategic Financial Partners
Oregon
$458K +$18.4K +415 +4%
Cerity Partners
386
Cerity Partners
New York
$456K +$158K +3,565 +54%
OPA
387
Old Port Advisors
Maine
$448K -$21.2K -478 -5%
OL
388
Owen LaRue
Kentucky
$445K -$21.5K -483 -5%
CWM
389
Congress Wealth Management
Massachusetts
$438K +$436K +9,815 New
LT
390
Legacy Trust
Michigan
$436K -$126K -2,830 -22%
PI
391
PFG Investments
New York
$424K +$32K +719 +8%
MPWS
392
McCarter Private Wealth Services
Massachusetts
$418K
MCC
393
Money Concepts Capital
Florida
$416K +$4.04K +91 +1%
LA
394
LexAurum Advisors
Kansas
$415K +$25.6K +576 +7%
FIM
395
Freedom Investment Management
Connecticut
$413K -$178 -4 -0%
EFG
396
Ehrlich Financial Group
California
$412K
MWM
397
MGB Wealth Management
Texas
$409K
TC
398
TownSquare Capital
Utah
$407K +$405K +9,119 New
CBB
399
Citizens Business Bank
California
$406K
WW
400
Waterfront Wealth
Kansas
$401K -$2.89K -65 -0.7%