We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
PSI Advisors
Florida
$487K – – –
AIC
377
Archer Investment Corporation
Indiana
$486K – – –
EFG
378
Elios Financial Group
Ohio
$477K – – –
SWM
379
SFG Wealth Management
Maryland
$477K +$7.51K +169 +2%
BTI
380
Blue Trust Inc
Georgia
$471K -$130K -2,925 -22%
GI
381
GAMMA Investing
California
$467K +$6.27K +141 +1%
LSA
382
Lion Street Advisors
Texas
$464K -$78.4K -1,764 -14%
LWL
383
Leo Wealth LLC
Texas
$463K +$462K +10,391 New
PFA
384
Plotkin Financial Advisors
Maryland
$459K -$72.4K -1,629 -14%
ARC
385
Advisor Resource Council
Texas
$459K +$458K +10,299 New
SFP
386
Strategic Financial Partners
Oregon
$458K +$18.4K +415 +4%
Cerity Partners
387
Cerity Partners
New York
$456K +$158K +3,565 +54%
OPA
388
Old Port Advisors
Maine
$448K -$21.2K -478 -5%
OL
389
Owen LaRue
Kentucky
$445K -$21.5K -483 -5%
CWM
390
Congress Wealth Management
Massachusetts
$438K +$436K +9,815 New
LT
391
Legacy Trust
Michigan
$436K -$126K -2,830 -22%
PI
392
PFG Investments
New York
$424K +$32K +719 +8%
MPWS
393
McCarter Private Wealth Services
Massachusetts
$418K – – –
MCC
394
Money Concepts Capital
Florida
$416K +$4.04K +91 +1%
LA
395
LexAurum Advisors
Kansas
$415K +$25.6K +576 +7%
FIM
396
Freedom Investment Management
Connecticut
$413K -$178 -4 -0%
EFG
397
Ehrlich Financial Group
California
$412K – – –
MWM
398
MGB Wealth Management
Texas
$409K – – –
TC
399
TownSquare Capital
Utah
$407K +$405K +9,119 New
CBB
400
Citizens Business Bank
California
$406K – – –