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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NP
451
Nilsine Partners
Colorado
$264K +$25.3K +560 +10%
PIAS
452
PCA Investment Advisory Services
Ohio
$259K +$860 +19 +0.3%
CWP
453
Cyndeo Wealth Partners
Florida
$256K +$1.99K +44 +0.8%
Fifth Third Bancorp
454
Fifth Third Bancorp
Ohio
$254K -$11.7K -258 -4%
PFM
455
Peak Financial Management
Massachusetts
$253K
CFS
456
Commonwealth Financial Services
West Virginia
$252K
MWM
457
Maltin Wealth Management
New Jersey
$245K
SIM
458
Stratos Investment Management
Ohio
$242K +$251K +5,555 New
OPW
459
Oxler Private Wealth
New York
$241K +$1.58K +35 +0.6%
APWA
460
Atlas Private Wealth Advisors
New Jersey
$239K
CAG
461
Csenge Advisory Group
Florida
$239K -$32.7K -723 -12%
KeyBank National Association
462
KeyBank National Association
Ohio
$239K +$247K +5,468 New
CPRC
463
Consolidated Portfolio Review Corp
New York
$239K +$247K +5,467 New
TCWM
464
Total Clarity Wealth Management
Illinois
$237K -$89K -1,966 -27%
NW
465
Naviter Wealth
Arkansas
$237K
AIA
466
Accelerate Investment Advisors
California
$236K +$25.7K +568 +12%
AWM
467
Avior Wealth Management
Nebraska
$236K -$5.79K -128 -2%
Neuberger Berman Group
468
Neuberger Berman Group
New York
$231K +$239K +5,290 New
CIBC Private Wealth Group
469
CIBC Private Wealth Group
Georgia
$229K -$45.3K -1,000 -16%
PB
470
Pinnacle Bancorp
Nebraska
$227K +$4.98K +110 +2%
GFG
471
Grantvest Financial Group
New Jersey
$224K +$232K +5,127 New
AA
472
ACT Advisors
North Carolina
$220K
HGWM
473
Horst & Graben Wealth Management
Oregon
$217K +$1.31K +29 +0.6%
WAM
474
WealthTrust Asset Management
Florida
$216K +$8.01K +177 +4%
M
475
MATAURO
New York
$213K +$221K +4,886 New