We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
426
Sweet Financial Partners
Minnesota
$210K – – –
CGFA
427
Colton Groome Financial Advisors
North Carolina
$210K -$153K -3,825 -42%
C
428
Certuity
Florida
$210K – – –
CWP
429
Core Wealth Partners
California
$208K +$207K +5,180 New
NP
430
Nilsine Partners
Colorado
$206K -$20.2K -504 -9%
FWA
431
Freedom Wealth Alliance
Wisconsin
$205K -$24K -600 -11%
CA
432
Cornerstone Advisory
Maryland
$200K – – –
SS
433
Sunbelt Securities
Texas
$181K -$2.96K -74 -2%
EWM
434
Endurance Wealth Management
Rhode Island
$178K – – –
PB
435
Pinnacle Bancorp
Nebraska
$176K +$25.7K +643 +17%
ICM
436
Intrepid Capital Management
Florida
$173K +$173K +4,318 New
VF
437
VitalStone Financial
Texas
$172K +$177K +4,433 New
CIA
438
Cape Investment Advisory
Georgia
$160K -$60.2K -1,505 -27%
CA
439
Clearstead Advisors
Ohio
$152K – – –
CMP
440
Coston McIsaac & Partners
Maine
$151K -$7.84K -196 -5%
FFA
441
Farther Finance Advisors
California
$148K – – –
GM
442
GeoWealth Management
Illinois
$136K +$127K +3,185 +1,617%
ADL
443
Asset Dedication LLC
California
$129K – – –
CFB
444
Cullen/Frost Bankers
Texas
$124K – – –
RCM
445
Raleigh Capital Management
North Carolina
$107K -$18.5K -462 -15%
FHA
446
First Horizon Advisors
Tennessee
$104K -$84.3K -2,106 -45%
TF
447
TimeScale Financial
Massachusetts
$103K – – –
HNB
448
Huntington National Bank
Ohio
$101K – – –
MIFH
449
Migdal Insurance & Financial Holdings
Israel
$98K -$1.66M -41,516 -94%
VNA
450
Valley National Advisers
Pennsylvania
$88K – – –
16 17
18
19 20