We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Shakespeare Wealth Management
Wisconsin
$760K +$750K +24,616 New
NWS
102
Newport Wealth Strategies
California
$709K +$688K +22,568 New
OIA
103
Optimum Investment Advisors
Illinois
$661K -$6.55K -215 -1%
NFG
104
Nations Financial Group
Iowa
$661K +$9.99K +328 +2%
LWS
105
Lucia Wealth Services
California
$658K +$649K +21,307 New
LWAC
106
Laurel Wealth Advisors (California)
California
$616K +$213 +7 +0%
M&T Bank
107
M&T Bank
New York
$613K +$319K +10,482 +112%
SI
108
Stephens Inc
Arkansas
$607K +$69K +2,264 +13%
BRF
109
B. Riley Financial
California
$595K +$16.8K +551 +3%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$585K +$41.5K +1,361 +8%
MMHP
111
Murphy Middleton Hinkle & Parker
Georgia
$566K +$558K +18,331 New
AFP
112
Ausdal Financial Partners
Iowa
$524K +$37.8K +1,240 +8%
HPC
113
Hobart Private Capital
North Carolina
$524K +$517K +16,969 New
GFPC
114
Global Financial Private Capital
Florida
$517K +$61.2K +2,009 +14%
CAN
115
Claraphi Advisory Network
United States
$517K +$510K +16,742 New
FHC
116
First Heartland Consultants
Missouri
$491K +$91 +3 +0%
SS
117
Simplicity Solutions
Minnesota
$466K +$461K +15,116 New
OC
118
Oppenheimer & Co
New York
$464K +$49K +1,607 +12%
HighTower Advisors
119
HighTower Advisors
Illinois
$461K +$57.7K +1,894 +15%
Creative Planning
120
Creative Planning
Kansas
$459K -$73.4K -2,408 -14%
CT
121
Cambridge Trust
Massachusetts
$452K +$446K +14,653 New
SMFS
122
Squar Milner Financial Services
California
$425K +$410K +13,450 New
FCB
123
First Command Bank
Texas
$420K +$172K +5,649 +71%
FCFS
124
First Command Financial Services
Texas
$420K +$172K +5,649 +71%
MFBTD
125
MB Financial Bank - Trust Department
Illinois
$408K