We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
451
Sax Wealth Advisors
New Jersey
$272K +$271K +6,093 New
CPRC
452
Consolidated Portfolio Review Corp
New York
$271K +$26.9K +606 +11%
TIAA Trust, National Association
453
TIAA Trust, National Association
North Carolina
$271K -$29.3K -659 -10%
NP
454
Nilsine Partners
Colorado
$270K – – –
CWP
455
Cyndeo Wealth Partners
Florida
$263K +$1.69K +38 +0.6%
CWP
456
Core Wealth Partners
California
$259K -$13.2K -297 -5%
PFM
457
Peak Financial Management
Massachusetts
$259K – – –
CFS
458
Commonwealth Financial Services
West Virginia
$258K – – –
PB
459
Pinnacle Bancorp
Nebraska
$258K +$26.1K +587 +11%
RWM
460
Revisor Wealth Management
Ohio
$253K +$252K +5,672 New
CFD
461
Creative Financial Designs
Indiana
$253K -$215K -4,837 -46%
MWM
462
Maltin Wealth Management
New Jersey
$250K – – –
OPW
463
Oxler Private Wealth
New York
$248K +$1.47K +33 +0.6%
APWA
464
Atlas Private Wealth Advisors
New Jersey
$244K – – –
NW
465
Naviter Wealth
Arkansas
$237K -$3.87K -87 -2%
TCWM
466
Total Clarity Wealth Management
Illinois
$237K – – –
GFG
467
Grantvest Financial Group
New Jersey
$229K – – –
AA
468
ACT Advisors
North Carolina
$224K – – –
HGWM
469
Horst & Graben Wealth Management
Oregon
$223K +$1.64K +37 +0.7%
LHC
470
Little House Capital
Massachusetts
$222K +$221K +4,982 New
WAM
471
WealthTrust Asset Management
Florida
$220K +$89 +2 +0%
NFG
472
Nations Financial Group
Iowa
$218K -$745K -16,762 -77%
CPC
473
CFC Planning Company
Indiana
$217K – – –
DFG
474
Delta Financial Group
New Jersey
$216K – – –
RMP
475
Richards, Merrill & Peterson
Washington
$215K – – –