We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
201
Brewin Dolphin Wealth Management
Ireland
$217K – – –
KFGK
202
Keystone Financial Group (Kentucky)
Kentucky
$215K +$211K +6,374 New
NG
203
Northstar Group
New York
$202K -$21.9K -660 -10%
ACA
204
Atlas Capital Advisors
Wyoming
$171K +$168K +5,077 New
SF
205
Synovus Financial
Georgia
$169K – – –
GRP
206
Global Retirement Partners
California
$165K +$93.7K +2,830 +137%
EWM
207
Endurance Wealth Management
Rhode Island
$150K – – –
SMFS
208
Squar Milner Financial Services
California
$139K -$121K -3,661 -47%
ESB
209
Essex Savings Bank
Connecticut
$136K +$10.6K +320 +9%
HNB
210
Huntington National Bank
Ohio
$104K – – –
QCIG
211
Quad-Cities Investment Group
Iowa
$102K -$25.7K -776 -20%
AF
212
Allworth Financial
California
$92K – – –
FHA
213
Flagship Harbor Advisors
Massachusetts
$91K +$48.1K +1,453 +114%
PB
214
Pinnacle Bancorp
Nebraska
$81K -$16.6K -500 -17%
FGAM
215
Financial Gravity Asset Management
Texas
$81K -$563 -17 -0.7%
NC
216
NewSquare Capital
Pennsylvania
$78K – – –
VNA
217
Valley National Advisers
Pennsylvania
$74K – – –
AF
218
Advisornet Financial
Minnesota
$69K – – –
WT
219
Whittier Trust
California
$67K – – –
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$66K -$5.96K -180 -8%
PA
221
Parallel Advisors
California
$62K – – –
EIP
222
Ellis Investment Partners
Pennsylvania
$58K +$57K +1,722 New
CCM
223
Cribstone Capital Management
Maine
$51K -$22.1K -666 -31%
JCM
224
Jacobi Capital Management
Pennsylvania
$48K +$199 +6 +0.4%
EAM
225
Eukles Asset Management
Ohio
$41K -$40.6K -1,226 -50%