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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
51
Octavia Wealth Advisors
Ohio
$20M +$705K +16,948 +4%
FA
52
FDx Advisors
Illinois
$19.5M +$305K +7,337 +2%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$18.7M +$278K +6,681 +2%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$18.6M +$721K +17,335 +4%
PNC
55
Park National Corp
Ohio
$18.2M +$1.6M +38,444 +10%
SWM
56
Spire Wealth Management
Virginia
$17.9M -$512K -12,301 -3%
RW
57
RVW Wealth
California
$16.6M +$669K +16,075 +4%
LCWP
58
Legacy Capital Wealth Partners
Arkansas
$16.5M -$1.25M -30,107 -7%
PI
59
PFS Investments
Georgia
$16.3M +$340K +8,183 +2%
SWAG
60
Spectrum Wealth Advisory Group
California
$15.9M -$2.63M -63,302 -14%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$15.9M +$6.63M +159,361 +74%
GLA
62
Good Life Advisors
Pennsylvania
$15M -$579K -13,911 -4%
KWM
63
Keebeck Wealth Management
Illinois
$14.9M +$130K +3,130 +0.9%
PWA
64
PCG Wealth Advisors
Kansas
$14.9M +$3.71M +89,292 +34%
SPIA
65
Steward Partners Investment Advisory
New York
$13.5M -$1.06M -25,520 -7%
FHC
66
First Heartland Consultants
Missouri
$13.4M -$1.55M -37,346 -11%
KPWS
67
Kestra Private Wealth Services
Texas
$13.3M -$3.22M -77,470 -20%
NLP
68
Next Level Private
New York
$13.2M +$717K +17,223 +6%
HCA
69
Heck Capital Advisors
Wisconsin
$12.7M -$118K -2,837 -0.9%
PIA
70
Perennial Investment Advisors
California
$12.6M -$115K -2,754 -0.9%
FH
71
FWG Holdings
Florida
$12.5M -$397K -9,535 -3%
AAS
72
Ameritas Advisory Services
Nebraska
$12.5M +$4.45K +107 +0%
AWE
73
Avidian Wealth Enterprises
Texas
$12.4M +$1.14M +27,509 +10%
IA
74
IFP Advisors
Florida
$11.8M +$6.91M +166,209 +77%
WWM
75
Western Wealth Management
Colorado
$11.5M +$6.36M +152,786 +129%