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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Plotkin Financial Advisors
Maryland
$4.43M +$4.33M +122,957 New
CA
102
Calton & Associates
Florida
$4.21M +$591K +16,770 +17%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$4.2M +$64.2K +1,824 +2%
FWM
104
Fairhaven Wealth Management
Illinois
$3.92M +$3.83M +108,799 New
HR
105
Hayden Royal
North Carolina
$3.84M +$3.34M +94,951 +1,013%
BAM
106
Belpointe Asset Management
Nevada
$3.83M +$1.44M +40,914 +63%
AW
107
ACG Wealth
Georgia
$3.79M +$3.45M +97,920 +1,351%
BFA
108
Brendel Financial Advisors
New Hampshire
$3.79M +$3.7M +105,084 New
LFG
109
LifePlan Financial Group
Ohio
$3.75M -$6.66K -189 -0.2%
OC
110
Oppenheimer & Co
New York
$3.75M +$1.21M +34,349 +49%
BCM
111
Brookstone Capital Management
Illinois
$3.69M +$496K +14,099 +16%
1W
112
1776 Wealth
Georgia
$3.64M +$3.56M +101,143 New
KWM
113
Kingsview Wealth Management
Oregon
$3.64M +$572K +16,250 +19%
AWE
114
Avidian Wealth Enterprises
Texas
$3.6M +$3.52M +100,018 New
LA
115
LexAurum Advisors
Kansas
$3.6M +$351K +9,972 +11%
HIA
116
Harbor Investment Advisory
Maryland
$3.43M +$3.35M +95,187 New
LFG
117
Larson Financial Group
Missouri
$3.42M +$133K +3,772 +4%
CBFP
118
Cedar Brook Financial Partners
Ohio
$3.41M +$1.45M +41,262 +77%
AI
119
Atria Investments
North Carolina
$3.33M +$696K +19,753 +27%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$3.29M +$880 +25 +0.2%
Citadel Advisors
121
Citadel Advisors
Florida
$3.24M +$1.72M +48,910 +119%
BRC
122
BHF RG Capital
Arizona
$3.17M +$3.1M +88,101 New
CA
123
Claro Advisors
Massachusetts
$3.02M +$1.18M +33,470 +66%
CAC
124
Certified Advisory Corp
Florida
$2.97M +$1.65M +46,975 +132%
CAG
125
Curtis Advisory Group
California
$2.89M +$2.83M +80,300 New