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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
126
JP Morgan Chase
New York
$6.13M -$339K -8,469 -5%
AFP
127
Ausdal Financial Partners
Iowa
$6.13M +$215K +5,363 +4%
DFA
128
DHJJ Financial Advisors
Illinois
$6.12M -$6.72K -168 -0.1%
FFS
129
Founders Financial Securities
Maryland
$6.03M -$589K -14,730 -9%
SFWC
130
Strategic Family Wealth Counselors
New Jersey
$5.96M +$39.5K +988 +0.7%
CAM
131
Concorde Asset Management
Michigan
$5.94M +$1.44M +35,898 +32%
CPIG
132
Chicago Partners Investment Group
Illinois
$5.46M +$518K +12,956 +11%
FHC
133
First Heartland Consultants
Missouri
$5.42M +$110K +2,744 +2%
CCIA
134
Cherry Creek Investment Advisors
Colorado
$5.38M -$7.2K -180 -0.1%
CAS
135
Coppell Advisory Solutions
Texas
$5.37M +$1.47M +36,702 +37%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$5.36M +$1.22M +30,535 +30%
CA
137
Claro Advisors
Massachusetts
$5.36M -$396K -9,904 -7%
SWAG
138
Spectrum Wealth Advisory Group
California
$5.35M -$3.59M -89,715 -40%
TW
139
Towerpoint Wealth
California
$5.26M -$47.6K -1,190 -0.9%
BG
140
Benedetti & Gucer
Georgia
$5.24M +$158K +3,953 +3%
GWM
141
Geneos Wealth Management
Colorado
$5.15M -$66.4K -1,659 -1%
HIS
142
Harvest Investment Services
Illinois
$5.06M -$207K -5,166 -4%
WWMSC
143
Wagner Wealth Management (South Carolina)
South Carolina
$4.96M +$10.2K +254 +0.2%
IA
144
Insight Advisors
Pennsylvania
$4.92M +$804K +20,094 +20%
CBFP
145
Cedar Brook Financial Partners
Ohio
$4.89M +$6.4K +160 +0.1%
FCB
146
First Command Bank
Texas
$4.82M -$888K -22,186 -16%
FCFS
147
First Command Financial Services
Texas
$4.82M -$888K -22,186 -16%
HIA
148
Harbor Investment Advisory
Maryland
$4.77M -$27.5K -686 -0.6%
AFAS
149
Acorn Financial Advisory Services
Virginia
$4.66M +$160K +4,007 +4%
GWP
150
Gateway Wealth Partners
Wisconsin
$4.64M +$631K +15,777 +16%