We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CB
51
Commerce Bank
Missouri
$12.7M
WIP
52
WealthCare Investment Partners
Rhode Island
$12.7M +$354K +8,042 +3%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$12.7M +$364K +8,269 +3%
AWS
54
Atria Wealth Solutions
New York
$12.2M -$6.82M -155,064 -36%
MWM
55
Modern Wealth Management
Kansas
$12M +$11.8M +269,124 New
KCM
56
Kaye Capital Management
California
$12M -$639K -14,541 -5%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$11.8M -$75.1K -1,708 -0.6%
AF
58
Apexium Financial
Texas
$11.1M -$121K -2,748 -1%
LFG
59
Larson Financial Group
Missouri
$11M -$15.5M -351,926 -59%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$11M +$8.54M +194,243 +379%
HFP
61
Holistic Financial Partners
Indiana
$11M +$638K +14,512 +6%
PCG
62
Prosperity Consulting Group
Maryland
$10.8M -$328K -7,457 -3%
BFA
63
Beacon Financial Advisory
Ohio
$10.8M +$220 +5 +0%
SOS
64
Silver Oak Securities
Tennessee
$10.5M -$665K -15,127 -6%
IWC
65
Integrated Wealth Concepts
Massachusetts
$10.3M -$212K -4,815 -2%
US Bancorp
66
US Bancorp
Minnesota
$10.3M -$2.46M -55,933 -20%
SA
67
Sanctuary Advisors
Indiana
$10.2M -$333K -7,582 -3%
William Blair & Company
68
William Blair & Company
Illinois
$9.45M -$116K -2,633 -1%
Goldman Sachs
69
Goldman Sachs
New York
$9.43M +$2.58M +58,689 +39%
EH
70
Equitable Holdings
New York
$9.37M +$879K +19,996 +11%
GWM
71
Geneos Wealth Management
Colorado
$9.08M -$1.8M -40,934 -17%
PWA
72
PCG Wealth Advisors
Kansas
$9.01M +$391K +8,882 +5%
BWA
73
BlueChip Wealth Advisors
Georgia
$8.96M -$179K -4,066 -2%
IA
74
IFP Advisors
Florida
$8.81M -$587K -13,341 -6%
AssetMark Inc
75
AssetMark Inc
California
$8.78M -$280K -6,358 -3%