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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
451
TIAA Trust, National Association
North Carolina
$271K -$29.3K -659 -10%
NP
452
Nilsine Partners
Colorado
$270K
CWP
453
Cyndeo Wealth Partners
Florida
$263K +$1.69K +38 +0.6%
CWP
454
Core Wealth Partners
California
$259K -$13.2K -297 -5%
PFM
455
Peak Financial Management
Massachusetts
$259K
CFS
456
Commonwealth Financial Services
West Virginia
$258K
PB
457
Pinnacle Bancorp
Nebraska
$258K +$26.1K +587 +11%
RWM
458
Revisor Wealth Management
Ohio
$253K +$252K +5,672 New
CFD
459
Creative Financial Designs
Indiana
$253K -$215K -4,837 -46%
MWM
460
Maltin Wealth Management
New Jersey
$250K
OPW
461
Oxler Private Wealth
New York
$248K +$1.47K +33 +0.6%
APWA
462
Atlas Private Wealth Advisors
New Jersey
$244K
NW
463
Naviter Wealth
Arkansas
$237K -$3.87K -87 -2%
TCWM
464
Total Clarity Wealth Management
Illinois
$237K
GFG
465
Grantvest Financial Group
New Jersey
$229K
AA
466
ACT Advisors
North Carolina
$224K
HGWM
467
Horst & Graben Wealth Management
Oregon
$223K +$1.64K +37 +0.7%
LHC
468
Little House Capital
Massachusetts
$222K +$221K +4,982 New
WAM
469
WealthTrust Asset Management
Florida
$220K +$89 +2 +0%
NFG
470
Nations Financial Group
Iowa
$218K -$745K -16,762 -77%
CPC
471
CFC Planning Company
Indiana
$217K
DFG
472
Delta Financial Group
New Jersey
$216K
RMP
473
Richards, Merrill & Peterson
Washington
$215K
CIBC Private Wealth Group
474
CIBC Private Wealth Group
Georgia
$214K
PCIA
475
Prime Capital Investment Advisors
Kansas
$214K +$213K +4,796 New