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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$9.73M -$4.78M -160,816 -33%
FHC
52
First Heartland Consultants
Missouri
$9.44M -$10.7M -359,521 -54%
CA
53
Crumly & Associates
Illinois
$9.41M -$2.52M -84,810 -21%
ARG
54
Advisory Resource Group
Oklahoma
$9.06M -$3.98M -133,976 -31%
RW
55
RVW Wealth
California
$8.86M +$4.13M +138,801 +90%
CWM
56
Cornerstone Wealth Management
Missouri
$8.86M +$2.67M +89,682 +44%
LFAS
57
Level Four Advisory Services
Texas
$8.66M +$6.23M +209,440 +274%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$8.53M +$1.16M +38,893 +16%
PIA
59
Perennial Investment Advisors
California
$7.88M +$1.42M +47,915 +23%
CCFM
60
Clear Creek Financial Management
Washington
$7.67M -$751K -25,251 -9%
ASN
61
Advisory Services Network
Georgia
$7.44M +$804K +27,037 +12%
EH
62
Equitable Holdings
New York
$7.39M -$636K -21,394 -8%
CAAS
63
Capital Asset Advisory Services
Michigan
$7.36M +$122K +4,096 +2%
AC
64
Avestar Capital
New York
$7.21M +$626K +21,038 +10%
GIA
65
Gladstone Institutional Advisory
Florida
$7.18M +$3.75M +126,110 +114%
WI
66
Wintrust Investments
Illinois
$7.09M -$332K -11,180 -5%
TFS
67
TrustCore Financial Services
Tennessee
$7.06M -$5.71M -192,026 -45%
IWM
68
IHT Wealth Management
Illinois
$7.04M -$1.52M -51,271 -18%
MWM
69
MBE Wealth Management
Wisconsin
$6.88M +$6.55M +220,437 +3,310%
BWP
70
Bernardo Wealth Planning
Pennsylvania
$6.42M +$5.89M +198,119 +1,450%
OIA
71
OneDigital Investment Advisors
Kansas
$6.36M +$35.4K +1,190 +0.6%
1SB
72
1ST Source Bank
Indiana
$6.28M +$1.59M +53,416 +35%
FWM
73
Fairhaven Wealth Management
Illinois
$6.26M +$608K +20,430 +11%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$5.97M
AWE
75
Avidian Wealth Enterprises
Texas
$5.83M +$2.18M +73,268 +62%