We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
501
Gilliland Jeter Wealth Management
Arkansas
$222K -$1.91K -40 -0.9%
AWM
502
Avior Wealth Management
Nebraska
$222K -$9.62K -202 -4%
VWA
503
Visionary Wealth Advisors
Illinois
$219K +$95 +2 +0%
MCA
504
MSH Capital Advisors
Arizona
$219K +$216K +4,544 New
TWM
505
Tortuga Wealth Management
California
$218K -$2.86K -60 -1%
RFP
506
Root Financial Partners
California
$218K -$96.6K -2,027 -31%
TCIIS
507
TIAA-CREF Individual & Institutional Services
New York
$218K -$40.1K -842 -16%
TCWM
508
Total Clarity Wealth Management
Illinois
$216K -$41.7K -875 -16%
SWA
509
Sax Wealth Advisors
New Jersey
$215K -$47.1K -988 -18%
TAM
510
Tucker Asset Management
Colorado
$208K +$206K +4,327 New
GWANC
511
Guardian Wealth Advisors (North Carolina)
North Carolina
$205K +$202K +4,250 New
AA
512
ACT Advisors
North Carolina
$201K +$199K +4,178 New
MAS
513
MPWM Advisory Solutions
Georgia
$200K -$226K -4,742 -53%
WPC
514
Wedmont Private Capital
Pennsylvania
$200K +$195K +4,091 New
GFG
515
Grantvest Financial Group
New Jersey
$200K +$198K +4,156 New
CFM
516
Compass Financial Management
Florida
$187K +$182K +3,817 New
BDPWM
517
Barnes Dennig Private Wealth Management
Ohio
$166K – – –
SAM
518
Smartleaf Asset Management
Massachusetts
$154K – – –
RWM
519
Rialto Wealth Management
New York
$152K – – –
CAS
520
Coppell Advisory Solutions
Texas
$152K +$2.93M +61,509 New
GWP
521
Gen-Wealth Partners
Michigan
$150K – – –
TCOV
522
Trust Company of Vermont
Vermont
$148K +$147K +3,080 New
DWM
523
Darwin Wealth Management
Florida
$139K -$3.43K -72 -2%
HHCP
524
Hilton Head Capital Partners
South Carolina
$135K -$26.7K -560 -17%
NB
525
NBT Bank
New York
$134K -$478K -10,039 -78%
19 20
21
22 23