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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
451
WMG Financial Advisors
Tennessee
$266K – – –
NP
452
Nilsine Partners
Colorado
$264K +$25.3K +560 +10%
PIAS
453
PCA Investment Advisory Services
Ohio
$259K +$860 +19 +0.3%
CWP
454
Cyndeo Wealth Partners
Florida
$256K +$1.99K +44 +0.8%
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$254K -$11.7K -258 -4%
PFM
456
Peak Financial Management
Massachusetts
$253K – – –
CFS
457
Commonwealth Financial Services
West Virginia
$252K – – –
MWM
458
Maltin Wealth Management
New Jersey
$245K – – –
SIM
459
Stratos Investment Management
Ohio
$242K +$251K +5,555 New
OPW
460
Oxler Private Wealth
New York
$241K +$1.58K +35 +0.6%
APWA
461
Atlas Private Wealth Advisors
New Jersey
$239K – – –
CAG
462
Csenge Advisory Group
Florida
$239K -$32.7K -723 -12%
KeyBank National Association
463
KeyBank National Association
Ohio
$239K +$247K +5,468 New
CPRC
464
Consolidated Portfolio Review Corp
New York
$239K +$247K +5,467 New
TCWM
465
Total Clarity Wealth Management
Illinois
$237K -$89K -1,966 -27%
NW
466
Naviter Wealth
Arkansas
$237K – – –
AIA
467
Accelerate Investment Advisors
California
$236K +$25.7K +568 +12%
AWM
468
Avior Wealth Management
Nebraska
$236K -$5.79K -128 -2%
Neuberger Berman Group
469
Neuberger Berman Group
New York
$231K +$239K +5,290 New
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$229K -$45.3K -1,000 -16%
PB
471
Pinnacle Bancorp
Nebraska
$227K +$4.98K +110 +2%
GFG
472
Grantvest Financial Group
New Jersey
$224K +$232K +5,127 New
AA
473
ACT Advisors
North Carolina
$220K – – –
HGWM
474
Horst & Graben Wealth Management
Oregon
$217K +$1.31K +29 +0.6%
WAM
475
WealthTrust Asset Management
Florida
$216K +$8.01K +177 +4%