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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
401
Diversify Advisory Services
Utah
$261K +$7.72K +187 +3%
GI
402
GAMMA Investing
California
$260K +$15.3K +370 +6%
DWP
403
Daymark Wealth Partners
Ohio
$260K +$1.86K +45 +0.7%
CIBC Private Wealth Group
404
CIBC Private Wealth Group
Georgia
$254K -$59.9K -1,450 -19%
Tudor Investment Corp
405
Tudor Investment Corp
Connecticut
$254K -$26K -630 -9%
APP
406
Avantax Planning Partners
Iowa
$252K +$256K +6,190 New
AWA
407
Alta Wealth Advisors
Massachusetts
$251K +$41 +1 +0%
WFA
408
WMG Financial Advisors
Tennessee
$248K – – –
CAG
409
Csenge Advisory Group
Florida
$247K +$6.4K +155 +3%
TA
410
TrueWealth Advisors
Alabama
$241K -$13.2K -319 -5%
PIAS
411
PCA Investment Advisory Services
Ohio
$240K -$78.1K -1,893 -24%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$237K -$138K -3,352 -37%
PFM
413
Peak Financial Management
Massachusetts
$236K – – –
AWM
414
Avior Wealth Management
Nebraska
$235K +$3.59K +87 +2%
CFS
415
Commonwealth Financial Services
West Virginia
$235K – – –
WMA
416
West Michigan Advisors
Michigan
$234K +$7.55K +183 +3%
MW
417
Maia Wealth
Colorado
$230K +$227K +5,487 New
MWM
418
Maltin Wealth Management
New Jersey
$229K – – –
NP
419
Nilsine Partners
Colorado
$228K – – –
RFN
420
Redwood Financial Network
Ohio
$226K -$43K -1,041 -16%
WIA
421
World Investment Advisors
California
$225K +$228K +5,529 New
DWM
422
Darwin Wealth Management
Florida
$224K +$248 +6 +0.1%
APWA
423
Atlas Private Wealth Advisors
New Jersey
$223K +$226K +5,480 New
OPW
424
Oxler Private Wealth
New York
$222K +$1.53K +37 +0.7%
PCIA
425
Prime Capital Investment Advisors
Kansas
$219K -$8.59K -208 -4%