We are live on ! Find out more
FVD icon

First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
201
Institute for Wealth Management
Colorado
$967K +$932K +27,570 New
CF
202
Centaurus Financial
California
$962K +$519K +15,347 +127%
CGFA
203
Colton Groome Financial Advisors
North Carolina
$950K -$12.9K -381 -1%
MP
204
McDonald Partners
Ohio
$941K +$908K +26,834 New
LFF
205
Level Four Financial
Texas
$907K +$875K +25,874 New
SAM
206
SignalPoint Asset Management
Missouri
$893K +$137K +4,063 +19%
FFG
207
Ford Financial Group
California
$888K -$33.6K -994 -4%
MOS
208
MGO One Seven
Ohio
$883K +$594K +17,567 +231%
22CM
209
20/20 Capital Management
California
$877K +$843K +24,924 New
SPI
210
Santori & Peters Inc
Pennsylvania
$870K +$76.2K +2,253 +10%
AWA
211
Acorn Wealth Advisors
Michigan
$851K -$61K -1,805 -7%
AIP
212
Ahrens Investment Partners
Louisiana
$850K -$39K -1,152 -5%
HF
213
HRT Financial
New York
$839K -$783K -23,137 -49%
CIAS
214
Capital Investment Advisory Services
North Carolina
$807K +$71.4K +2,111 +10%
BAAM
215
Baker Avenue Asset Management
California
$794K +$1.42K +42 +0.2%
MC
216
Moors & Cabot
Massachusetts
$793K -$35.5K -1,050 -4%
NA
217
NewEdge Advisors
Louisiana
$767K +$59.6K +1,762 +9%
PWM
218
PRW Wealth Management
Massachusetts
$752K +$295K +8,733 +69%
IFG
219
Independent Financial Group
California
$707K +$100K +2,968 +17%
William Blair & Company
220
William Blair & Company
Illinois
$689K +$14.5K +430 +2%
WEC
221
Winslow Evans & Crocker
Massachusetts
$687K +$643K +19,012 +182%
OPA
222
Old Port Advisors
Maine
$684K -$5.65K -167 -0.8%
GWSG
223
GPS Wealth Strategies Group
Colorado
$678K -$138K -4,073 -17%
BA
224
Bridge Advisory
California
$674K +$650K +19,210 New
JIP
225
Jaffetilchin Investment Partners
Florida
$669K -$118K -3,480 -15%