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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
176
Raymond James Trust
Florida
$3.2M +$405K +10,255 +14%
EFL
177
ERn Financial LLC
Wisconsin
$3.2M +$114K +2,885 +3%
PPG
178
Peak Planning Group
Colorado
$3.19M -$508K -12,851 -13%
IWM
179
Iams Wealth Management
Nebraska
$3.18M +$3.36M +84,972 New
WMA
180
West Michigan Advisors
Michigan
$3.05M +$3.22M +81,623 New
CAS
181
Coppell Advisory Solutions
Texas
$3.04M -$2.34M -59,209 -44%
AWA
182
Arkadios Wealth Advisors
Georgia
$3.02M -$362K -9,150 -10%
SEP
183
Southland Equity Partners
Missouri
$2.92M +$216K +5,473 +8%
SAM
184
Secure Asset Management
Michigan
$2.92M +$34.3K +868 +1%
SI
185
Stephens Inc
Arkansas
$2.91M -$67.9K -1,718 -2%
RGF
186
Retirement Guys Formula
Ohio
$2.89M -$68.7K -1,738 -2%
KA
187
Kure Advisory
Minnesota
$2.8M +$2.96M +74,943 New
MCM
188
MAI Capital Management
Ohio
$2.73M -$628K -15,890 -18%
IFG
189
Independent Financial Group
California
$2.73M +$270K +6,844 +10%
AssetMark Inc
190
AssetMark Inc
California
$2.73M +$2.23M +56,556 +344%
BA
191
Bridge Advisory
California
$2.71M +$2.87M +72,549 New
MA
192
Mutual Advisors
Nebraska
$2.7M +$272K +6,885 +11%
JWCA
193
J.W. Cole Advisors
Florida
$2.7M -$137K -3,459 -5%
CFD
194
Creative Financial Designs
Indiana
$2.68M -$123K -3,101 -4%
CA
195
Continuum Advisory
Idaho
$2.65M -$1.06M -26,895 -28%
SB
196
Strategic Blueprint
Georgia
$2.64M -$199K -5,031 -7%
WWA
197
WCG Wealth Advisors
Nevada
$2.63M +$173K +4,369 +7%
KIG
198
Kennedy Investment Group
New Jersey
$2.61M +$130K +3,296 +5%
LWP
199
Laurel Wealth Planning
Minnesota
$2.55M -$150K -3,784 -5%
GWSG
200
GPS Wealth Strategies Group
Colorado
$2.54M -$92.5K -2,342 -3%