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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
126
Raymond James Trust
Florida
$348K
MA
127
Mutual Advisors
Nebraska
$329K
NFG
128
Next Financial Group
Texas
$320K -$128K -4,260 -29%
CFA
129
Carroll Financial Associates
North Carolina
$317K -$23.4K -780 -7%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$316K -$5.47K -182 -2%
SCA
131
Snowden Capital Advisors
New York
$307K -$3.32M -110,318 -92%
SWMG
132
Signature Wealth Management Group
Georgia
$287K
FMBTD
133
First Midwest Bank Trust Division
Illinois
$277K
CWA
134
Clarus Wealth Advisors
Arizona
$273K
BFG
135
Barber Financial Group
Kansas
$272K -$103K -3,441 -28%
CT
136
Cambridge Trust
Massachusetts
$271K
SCM
137
Shelton Capital Management
Colorado
$268K -$159K -5,298 -37%
BA
138
BKS Advisors
Michigan
$251K
CFD
139
Creative Financial Designs
Indiana
$242K -$25.3K -841 -10%
CFA
140
Cahill Financial Advisors
Minnesota
$240K -$14.4K -478 -6%
VWA
141
V Wealth Advisors
Kansas
$238K -$51.8K -1,723 -18%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$233K +$24.2K +804 +12%
BMC
143
Beaton Management Company
Massachusetts
$230K -$1.05K -35 -0.5%
LFAS
144
Level Four Advisory Services
Texas
$224K +$90 +3 +0%
JMPWA
145
JP Morgan Private Wealth Advisors
California
$211K +$210K +6,972 New
MWPCG
146
Measured Wealth Private Client Group
New Hampshire
$211K +$210K +6,990 New
SG
147
StoneX Group
New York
$209K -$3.58K -119 -2%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$204K +$140K +4,665 +226%
NG
149
Northstar Group
New York
$201K +$200K +6,643 New
BDWM
150
Brewin Dolphin Wealth Management
Ireland
$195K