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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
151
J.W. Cole Advisors
Florida
$2.38M +$153K +4,244 +7%
WP
152
WealthPLAN Partners
Nebraska
$2.35M -$2.95M -81,466 -58%
IWC
153
Integrated Wealth Concepts
Massachusetts
$2.34M +$825K +22,818 +59%
CCFM
154
Clear Creek Financial Management
Washington
$2.34M -$8.43M -233,218 -80%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$2.3M -$133K -3,667 -6%
CAG
156
Curtis Advisory Group
California
$2.28M -$822K -22,734 -27%
TA
157
TFG Advisers
Michigan
$2.21M -$38.1K -1,054 -2%
CFD
158
Creative Financial Designs
Indiana
$2.15M +$92.5K +2,559 +5%
SFG
159
SageGuard Financial Group
Tennessee
$2.1M +$47.3K +1,308 +2%
EP
160
Eudaimonia Partners
Tennessee
$2.1M +$271K +7,485 +16%
DWM
161
Denver Wealth Management
Colorado
$2.09M +$1.78M +49,318 New
HAS
162
HBW Advisory Services
California
$2.04M -$48.2K -1,332 -2%
AP
163
Americana Partners
Texas
$2.03M +$983K +27,204 +78%
NL
164
NWAM LLC
Washington
$2.01M +$289 +8 +0%
BCM
165
Breiter Capital Management
Florida
$2.01M -$61.6K -1,704 -3%
AWM
166
Accel Wealth Management
Iowa
$1.98M -$143K -3,955 -7%
HF
167
HRT Financial
New York
$1.95M +$993K +27,463 +115%
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$1.91M -$188K -5,188 -9%
GVAG
169
Great Valley Advisor Group
Delaware
$1.88M -$320K -8,865 -15%
RJT
170
Raymond James Trust
Florida
$1.85M -$213K -5,882 -11%
KFGK
171
Keystone Financial Group (Kentucky)
Kentucky
$1.84M -$198K -5,487 -10%
PD
172
Planning Directions
Pennsylvania
$1.83M -$74.2K -2,052 -4%
AFAS
173
Acorn Financial Advisory Services
Virginia
$1.83M +$231K +6,402 +15%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$1.82M -$25.6K -707 -1%
APWM
175
Atlas Private Wealth Management
New York
$1.8M +$163K +4,512 +11%