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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
151
Clear Creek Financial Management
Washington
$1.06M -$9.03K -265 -0.9%
SG
152
StoneX Group
New York
$1.01M +$443K +13,011 +82%
CFA
153
Cahill Financial Advisors
Minnesota
$1M +$204K +5,984 +26%
BRWA
154
B. Riley Wealth Advisors
Florida
$988K +$199K +5,830 +26%
LFAS
155
Level Four Advisory Services
Texas
$971K +$185K +5,431 +24%
MHS
156
M Holdings Securities
Oregon
$939K -$145K -4,264 -14%
SFG
157
StrategIQ Financial Group
Indiana
$864K +$13.1K +385 +2%
MC
158
Moors & Cabot
Massachusetts
$845K +$106K +3,103 +15%
PWM
159
Perigon Wealth Management
California
$835K
TRCT
160
Tower Research Capital (TRC)
New York
$808K +$790K +23,166 New
SWM
161
Shakespeare Wealth Management
Wisconsin
$797K -$5.86K -172 -0.7%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$777K +$55.9K +1,640 +8%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$774K +$83.3K +2,443 +12%
SPI
164
Santori & Peters Inc
Pennsylvania
$764K +$28.9K +848 +4%
NWS
165
Newport Wealth Strategies
California
$760K
CWA
166
Clarus Wealth Advisors
Arizona
$758K +$70.3K +2,064 +10%
JA
167
JOYN Advisors
Georgia
$733K -$11.8K -345 -2%
VFA
168
Voya Financial Advisors
Connecticut
$730K +$16.5K +485 +2%
JWM
169
Jackson Wealth Management
Florida
$720K -$66.3K -1,946 -9%
FA
170
FMA Advisory
Pennsylvania
$709K +$693K +20,329 New
SCM
171
Smith Capital Management
Arkansas
$697K +$146K +4,293 +27%
CFD
172
Creative Financial Designs
Indiana
$688K +$457K +13,406 +194%
RJT
173
Raymond James Trust
Florida
$675K +$78.1K +2,293 +13%
NA
174
NewEdge Advisors
Louisiana
$672K +$55.7K +1,633 +9%
WWM
175
WT Wealth Management
Arizona
$636K +$622K +18,254 New