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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
426
Optiver Holding
Netherlands
$299K +$296K +6,470 New
CA
427
Clearstead Advisors
Ohio
$291K +$288K +6,299 New
LA
428
LexAurum Advisors
Kansas
$291K -$23.4K -512 -8%
RFN
429
RDA Financial Network
Iowa
$291K -$36.1K -790 -11%
VPW
430
Variant Private Wealth
Virginia
$287K +$1.56K +34 +0.6%
APP
431
Avantax Planning Partners
Iowa
$286K
GWA
432
Gratus Wealth Advisors
Virginia
$285K
HP
433
Hilltop Partners
Indiana
$283K
KPWG
434
KFA Private Wealth Group
Virginia
$280K -$22.8K -498 -8%
PB
435
Pinnacle Bancorp
Nebraska
$276K +$1.6K +35 +0.6%
HIP
436
HUB Investment Partners
Texas
$275K +$272K +5,954 New
MSFS
437
Main Street Financial Solutions
Pennsylvania
$274K -$1.51M -32,947 -85%
CWP
438
Cyndeo Wealth Partners
Florida
$274K -$1.78K -39 -0.7%
SWA
439
Sax Wealth Advisors
New Jersey
$273K -$20.3K -444 -7%
PFM
440
Peak Financial Management
Massachusetts
$272K +$4.21K +92 +2%
CWP
441
Core Wealth Partners
California
$268K +$137 +3 +0.1%
CFS
442
Commonwealth Financial Services
West Virginia
$267K
OPW
443
Oxler Private Wealth
New York
$260K +$1.42K +31 +0.6%
MWM
444
Maltin Wealth Management
New Jersey
$260K
YIH
445
Y-Intercept (HK)
Hong Kong
$257K -$185K -4,034 -42%
TA
446
TFB Advisors
Kansas
$256K -$62K -1,354 -20%
NP
447
Nilsine Partners
Colorado
$254K
FWA
448
FSM Wealth Advisors
Ohio
$253K -$8.97K -196 -3%
TCWM
449
Total Clarity Wealth Management
Illinois
$250K -$11.4K -250 -4%
SA
450
Skyline Advisors
Washington
$248K -$42.5K -929 -15%