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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
476
Kestra Investment Management
Texas
$251K +$13.6K +285 +6%
PWP
477
Prasad Wealth Partners
Ohio
$250K +$1K +21 +0.4%
OBWA
478
Oak Barrel Wealth Advisory
Virginia
$249K +$246K +5,159 New
SFO
479
Stenger Family Office
Illinois
$245K +$243K +5,094 New
XT
480
XTX Topco
Cayman Islands
$244K -$3.54M -74,262 -94%
Nuveen
481
Nuveen
North Carolina
$242K +$240K +5,033 New
CG
482
Caprock Group
Idaho
$241K -$642K -13,472 -73%
SAM
483
Strategy Asset Managers
California
$241K -$101K -2,123 -30%
Fisher Asset Management
484
Fisher Asset Management
Washington
$238K +$236K +4,944 New
PFGIA
485
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$410K -8,604 -64%
AIM
486
Axiom Investment Management
New York
$237K
SIS
487
Sound Income Strategies
Florida
$236K
PFP
488
Paragon Financial Partners
California
$235K
NWA
489
Navis Wealth Advisors
New York
$235K
RWM
490
Ritholtz Wealth Management
New York
$235K +$286 +6 +0.1%
WKSWA
491
White Knight Strategic Wealth Advisors
New Jersey
$233K +$21.5K +452 +10%
EWA
492
EP Wealth Advisors
California
$231K -$55K -1,155 -19%
FWI
493
Facet Wealth Inc
Maryland
$230K -$11.8K -247 -5%
PWM
494
Platt Wealth Management
California
$229K
WMA
495
West Michigan Advisors
Michigan
$229K +$1.33K +28 +0.6%
PCA
496
Prosperity Capital Advisors
Ohio
$227K -$55K -1,155 -20%
SWM
497
SeaCrest Wealth Management
New York
$226K -$14.3K -300 -6%
AWM
498
Aprio Wealth Management
Georgia
$224K +$1.33K +28 +0.6%
GJWM
499
Gilliland Jeter Wealth Management
Arkansas
$222K -$1.91K -40 -0.9%
AWM
500
Avior Wealth Management
Nebraska
$222K -$9.62K -202 -4%