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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OPW
426
Oxler Private Wealth
New York
$213K +$1.12K +28 +0.5%
WAM
427
WealthTrust Asset Management
Florida
$212K +$120 +3 +0.1%
SFP
428
Sweet Financial Partners
Minnesota
$211K – – –
C
429
Certuity
Florida
$210K -$49.5K -1,235 -19%
CW
430
Channel Wealth
California
$207K +$206K +5,151 New
FFA
431
Founders Financial Alliance
North Carolina
$206K -$124K -3,101 -38%
NDSI
432
Newman Dignan & Sheerar Inc
Rhode Island
$204K -$5.49K -137 -3%
RPGK
433
Retirement Planning Group (Kansas)
Kansas
$203K +$203K +5,061 New
PAMG
434
Patton Albertson Miller Group
Tennessee
$201K +$201K +5,005 New
CA
435
Cornerstone Advisory
Maryland
$201K +$200K +5,000 New
MPW
436
Monterey Private Wealth
California
$201K +$200K +4,995 New
FHA
437
First Horizon Advisors
Tennessee
$188K -$30.3K -757 -14%
SS
438
Sunbelt Securities
Texas
$182K +$184K +4,582 New
EWM
439
Endurance Wealth Management
Rhode Island
$178K – – –
CMP
440
Coston McIsaac & Partners
Maine
$159K +$922 +23 +0.6%
CA
441
Clearstead Advisors
Ohio
$152K – – –
PB
442
Pinnacle Bancorp
Nebraska
$151K -$17.9K -446 -11%
FFA
443
Farther Finance Advisors
California
$148K -$360K -8,974 -71%
M1FG
444
Mach-1 Financial Group
Arkansas
$145K +$154K +3,832 New
ADL
445
Asset Dedication LLC
California
$129K -$6.41K -160 -5%
RCM
446
Raleigh Capital Management
North Carolina
$126K +$20.2K +505 +19%
CFB
447
Cullen/Frost Bankers
Texas
$124K +$87.9K +2,194 +245%
AWM
448
Activest Wealth Management
Florida
$107K -$60.1K -1,500 -36%
TF
449
TimeScale Financial
Massachusetts
$103K +$103K +2,567 New
VNA
450
Valley National Advisers
Pennsylvania
$89K – – –