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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WT
501
Whittier Trust
California
$9.2K -$20.3K -515 -68%
BLC
502
Brown, Lisle/Cummings
Rhode Island
$8.41K
APC
503
Aspire Private Capital
North Carolina
$8.3K
CT
504
Caldwell Trust
Florida
$7.48K
SCA
505
Stonebridge Capital Advisors
Minnesota
$7.48K
WWP
506
WR Wealth Planners
Missouri
$6.43K
CP
507
Castleview Partners
Texas
$6.06K +$988 +25 +18%
CSB
508
City State Bank
Iowa
$6K
SIC
509
Salem Investment Counselors
North Carolina
$5.53K -$19.3K -488 -77%
Simplex Trading
510
Simplex Trading
Illinois
$5K +$5.77K +146 New
IHWM
511
Iron Horse Wealth Management
Iowa
$4.67K +$4.94K +125 New
UB
512
UMB Bank
Missouri
$3.93K +$4.15K +105 New
EAM
513
Eukles Asset Management
Ohio
$2.28K
BlackRock
514
BlackRock
New York
$24 +$40 +1 New
SIS
515
Sound Income Strategies
Florida
$1 -$8.06K -204 Closed
FA
516
FDx Advisors
Illinois
-$20.3M -507,354 Closed
RA
517
RiverTree Advisors
Florida
-$7.61M -189,837 Closed
SHFP
518
Second Half Financial Partners
Florida
-$3.69M -91,971 Closed
AP
519
Americana Partners
Texas
-$3.56M -88,814 Closed
AWE
520
Avidian Wealth Enterprises
Texas
-$1.93M -48,223 Closed
Cerity Partners
521
Cerity Partners
New York
-$1.74M -43,410 Closed
VAS
522
Vestmark Advisory Solutions
Massachusetts
-$1.62M -40,395 Closed
BBA
523
Braun-Bostich & Associates
Pennsylvania
-$1.16M -28,859 Closed
PFG
524
Prosperity Financial Group
California
-$799K -19,932 Closed
SPI
525
Sutton Place Investors
New York
-$776K -19,350 Closed