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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
476
CIBC Private Wealth Group
Georgia
$214K – – –
PCIA
477
Prime Capital Investment Advisors
Kansas
$214K +$213K +4,796 New
HNB
478
Huntington National Bank
Ohio
$213K – – –
GJWM
479
Gilliland Jeter Wealth Management
Arkansas
$213K -$4.36K -98 -2%
AWA
480
Alta Wealth Advisors
Massachusetts
$211K – – –
KeyBank National Association
481
KeyBank National Association
Ohio
$209K -$34.6K -779 -14%
PFP
482
Paragon Financial Partners
California
$209K – – –
SS
483
Sunbelt Securities
Texas
$207K -$5.69K -128 -3%
MPW
484
Monterey Private Wealth
California
$207K +$311 +7 +0.2%
AWM
485
Avior Wealth Management
Nebraska
$207K -$34.6K -778 -14%
GFA
486
Gallagher Fiduciary Advisors
Illinois
$206K +$44 +1 +0%
CAG
487
Csenge Advisory Group
Florida
$206K -$29.9K -673 -12%
SEA
488
Stegent Equity Advisors
Texas
$203K +$203K +4,561 New
SAW
489
Signal Advisors Wealth
Michigan
$202K +$201K +4,524 New
EWA
490
EverSource Wealth Advisors
Alabama
$184K +$118K +2,658 +182%
GWP
491
Gen-Wealth Partners
Michigan
$180K – – –
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$161K +$14.7K +330 +10%
RWM
493
Rialto Wealth Management
New York
$156K – – –
RF
494
Rossby Financial
Florida
$151K +$155K +3,484 New
OP
495
ORG Partners
Indiana
$145K -$199K -4,487 -58%
TCOV
496
Trust Company of Vermont
Vermont
$143K – – –
CA
497
Clearstead Advisors
Ohio
$140K – – –
TIM
498
Thompson Investment Management
Wisconsin
$138K – – –
ADL
499
Asset Dedication LLC
California
$138K – – –
TSMHT
500
Thurston Springer Miller Herd & Titak
Indiana
$124K +$59.6K +1,342 +93%