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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cornerstone Wealth Management
Missouri
$8.02M -$1.42M -42,019 -16%
FWM
77
Fairhaven Wealth Management
Illinois
$8.01M +$299K +8,826 +4%
BRWM
78
B. Riley Wealth Management
Tennessee
$7.72M -$408K -12,058 -5%
GIA
79
Gladstone Institutional Advisory
Florida
$7.69M +$1.27M +37,672 +21%
BRC
80
BHF RG Capital
Arizona
$7.59M +$142K +4,197 +2%
FFS
81
Founders Financial Securities
Maryland
$7.48M +$111K +3,289 +2%
EH
82
Equitable Holdings
New York
$7.3M +$780K +23,070 +12%
DAS
83
Dynamic Advisor Solutions
Arizona
$6.88M +$349K +10,318 +6%
CAAS
84
Capital Asset Advisory Services
Michigan
$6.78M -$1.12M -33,131 -15%
IA
85
IFP Advisors
Florida
$6.72M +$309K +9,147 +5%
GWM
86
Geneos Wealth Management
Colorado
$6.34M +$4.93M +145,782 +119%
APA
87
American Portfolios Advisors
New York
$6.15M +$1.96M +57,988 +49%
OIA
88
OneDigital Investment Advisors
Kansas
$6.02M -$335K -9,914 -5%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$5.99M +$333K +9,835 +6%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$5.97M
SEP
91
Southland Equity Partners
Missouri
$5.59M +$5.4M +159,525 New
PBF
92
Petix & Botte Financial
California
$5.59M +$285K +8,436 +6%
SFS
93
Sowell Financial Services
Arkansas
$5.22M -$166K -4,897 -3%
SG
94
StoneX Group
New York
$5.22M -$92.1K -2,722 -2%
DFA
95
DHJJ Financial Advisors
Illinois
$5.17M +$4.99M +147,428 New
ASN
96
Advisory Services Network
Georgia
$5.04M -$420K -12,431 -8%
AFP
97
Ausdal Financial Partners
Iowa
$5.01M -$86.4K -2,555 -2%
WP
98
WealthPLAN Partners
Nebraska
$4.97M +$468K +13,832 +11%
APWA
99
Atlas Private Wealth Advisors
New Jersey
$4.92M +$1.05M +31,137 +29%
AWA
100
Arkadios Wealth Advisors
Georgia
$4.87M +$4.21M +124,470 +860%