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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
526
Center for Financial Planning
Michigan
$61.9K +$407 +9 +0.6%
FFWM
527
Future Financial Wealth Management
Ohio
$57.8K – – –
BCMLT
528
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.5K +$317 +7 +0.6%
GK
529
Graney & King
New York
$50.3K +$52.2K +1,153 New
LDB
530
Lee, Danner & Bass
Tennessee
$50.1K +$52K +1,149 New
NRG
531
Nemes Rush Group
Michigan
$50.1K +$317 +7 +0.6%
VNA
532
Valley National Advisers
Pennsylvania
$47K – – –
PP
533
Pacifica Partners
Canada
$46.9K -$11.3K -250 -19%
RCM
534
Raleigh Capital Management
North Carolina
$46.6K +$453 +10 +0.9%
AA
535
AlphaMark Advisors
Kentucky
$46K +$47.3K +1,045 New
PFA
536
Pathway Financial Advisers
Indiana
$45.9K +$317 +7 +0.7%
AAG
537
Accordant Advisory Group
Maryland
$44.3K – – –
GWS
538
Glassman Wealth Services
Virginia
$43.2K – – –
FFA
539
Farther Finance Advisors
California
$42.6K -$9.64K -213 -18%
AGWCA
540
Annis Gardner Whiting Capital Advisors
Florida
$39.5K – – –
CWM
541
Compass Wealth Management
Connecticut
$38.8K – – –
CFS
542
Compass Financial Services
Iowa
$37.5K +$38.9K +859 New
MFT
543
Moisand Fitzgerald Tamayo
Florida
$37.1K – – –
IRC
544
Investors Research Corp
Georgia
$36.7K – – –
FLP
545
Financial Life Planners
Arizona
$35.2K +$36.5K +806 New
CP
546
Castleview Partners
Texas
$34.5K – – –
GEA
547
Glen Eagle Advisors
New Jersey
$34.2K -$6.65K -147 -16%
PSFG
548
Park Square Financial Group
Georgia
$30.9K +$32K +707 New
FWM
549
FLP Wealth Management
Arkansas
$30.1K +$31.2K +689 New
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
$28.2K +$29.3K +647 New