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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
76
Bernardo Wealth Planning
Pennsylvania
$9.12M -$142K -3,935 -2%
BRWM
77
B. Riley Wealth Management
Tennessee
$9.05M +$653K +18,074 +8%
CWM
78
Cornerstone Wealth Management
Missouri
$9.04M +$337K +9,308 +4%
AWE
79
Avidian Wealth Enterprises
Texas
$8.41M -$891K -24,640 -10%
BG
80
Benedetti & Gucer
Georgia
$8.38M +$7.98M +220,814 New
DAS
81
Dynamic Advisor Solutions
Arizona
$8.19M +$709K +19,601 +10%
APWA
82
Atlas Private Wealth Advisors
New Jersey
$7.98M +$2.52M +69,766 +50%
IA
83
IFP Advisors
Florida
$7.83M +$533K +14,730 +8%
EH
84
Equitable Holdings
New York
$7.74M -$150K -4,161 -2%
CAAS
85
Capital Asset Advisory Services
Michigan
$7.4M +$55.6K +1,539 +0.8%
IWM
86
IHT Wealth Management
Illinois
$7.36M -$1.65M -45,704 -19%
GIA
87
Gladstone Institutional Advisory
Florida
$7.27M -$1.01M -27,953 -13%
FFS
88
Founders Financial Securities
Maryland
$7.13M -$917K -25,352 -12%
SEP
89
Southland Equity Partners
Missouri
$7.08M +$975K +26,960 +17%
APA
90
American Portfolios Advisors
New York
$6.79M +$129K +3,568 +2%
SG
91
StoneX Group
New York
$6.62M +$923K +25,533 +17%
BA
92
Ballew Advisors
Mississippi
$6.58M +$4.37M +120,893 +235%
AWA
93
Arkadios Wealth Advisors
Georgia
$6.45M +$1.12M +30,845 +22%
PBF
94
Petix & Botte Financial
California
$6.36M +$292K +8,078 +5%
SFS
95
Sowell Financial Services
Arkansas
$6.04M +$40.7K +1,127 +0.8%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$5.97M
TI
97
tru Independence
Oregon
$5.93M +$841K +23,266 +18%
OC
98
Oppenheimer & Co
New York
$5.8M +$505K +13,969 +10%
DFA
99
DHJJ Financial Advisors
Illinois
$5.63M +$32.8K +908 +0.6%
ASN
100
Advisory Services Network
Georgia
$5.43M -$27.3K -756 -0.5%