FIRST TR VALUE LINE DIVID IN
(33734H106)
Funds Reporting Holdings of FIRST TR VALUE LINE DIVID IN according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Cambridge Investment Research Advisors Inc | 1,968,043 | $66,402k | Jun 30, 2019 | Aug 15, 2019 | |
New England Private Wealth Advisors LLC | 1,710,299 | $57,707k | Jun 30, 2019 | Aug 8, 2019 | |
Jaffetilchin Investment Partners LLC | 462,822 | $15,616k | Jun 30, 2019 | Aug 13, 2019 | |
Baker Avenue Asset Management LP | 203,119 | $6,853k | Jun 30, 2019 | Aug 14, 2019 | |
First Heartland Consultants Inc | 200,000 | $6,748k | Jun 30, 2019 | Aug 12, 2019 | |
PFG Advisors LLC | 143,332 | $4,928k | Jun 30, 2019 | Aug 5, 2019 | |
Johanson Financial Advisors Inc | 85,297 | $2,875k | Jun 30, 2019 | Jul 29, 2019 | |
Founders Financial Securities LLC | 77,581 | $2,618k | Jun 30, 2019 | Jul 22, 2019 | |
Lexaurum Advisors LLC | 67,247 | $2,269k | Jun 30, 2019 | Jul 19, 2019 | |
Planning Directions Inc | 54,771 | $1,848k | Jun 30, 2019 | Jul 15, 2019 | |
Valmark Advisers Inc | 54,599 | $1,842k | Jun 30, 2019 | Aug 7, 2019 | |
Good Life Advisors LLC | 53,700 | $1,812k | Jun 30, 2019 | Aug 6, 2019 | |
Breiter Capital Management Inc | 52,862 | $1,784k | Jun 30, 2019 | Aug 23, 2019 | |
Acorn Wealth Advisors LLC | 48,659 | $1,641k | Jun 30, 2019 | Aug 14, 2019 | |
Towerpoint Wealth LLC | 48,062 | $1,636k | Jun 30, 2019 | Aug 7, 2019 | |
RFG Advisory LLC | 44,579 | $1,501k | Jun 30, 2019 | Aug 23, 2019 | |
DB Root & Company LLC | 44,112 | $1,488k | Jun 30, 2019 | Jul 19, 2019 | |
Northwest Wealth Management LLC | 36,053 | $1,216k | Jun 30, 2019 | Jul 23, 2019 | |
Premia Global Advisors LLC | 35,520 | $1,198k | Jun 30, 2019 | Aug 13, 2019 | |
Northstar Wealth Partners LLC | 29,877 | $1,008k | Jun 30, 2019 | Aug 15, 2019 | |
Strategic Financial Group LLC | 24,401 | $823k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 24,401 | $823k | Jun 30, 2019 | Jul 29, 2019 | |
Shakespeare Wealth Management Inc | 23,027 | $777k | Jun 30, 2019 | Aug 12, 2019 | |
Cahill Financial Advisors Inc | 22,811 | $770k | Jun 30, 2019 | Aug 14, 2019 | |
Newport Wealth Strategies Inc | 21,785 | $742k | Jun 30, 2019 | Jul 22, 2019 | |
Santori & Peters Inc | 21,066 | $710k | Jun 30, 2019 | Jul 30, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 17,864 | $603k | Jun 30, 2019 | Jul 15, 2019 | |
van Hulzen Asset Management LLC | 15,242 | $514k | Jun 30, 2019 | Aug 8, 2019 | |
FORD Financial Group Inc | 14,493 | $489k | Jun 30, 2019 | Jul 25, 2019 | |
Barber Financial Group | 14,110 | $476k | Jun 30, 2019 | Aug 9, 2019 | |
KMS Financial Services Inc | 18,275 | $410k | Sep 30, 2014 | Nov 17, 2014 | |
Lucia Wealth Services LLC | 10,441 | $352k | Jun 30, 2019 | Jul 23, 2019 | |
Measured Wealth Private Client Group LLC | 10,025 | $338k | Jun 30, 2019 | Jul 26, 2019 | |
Formidable Asset Management LLC | 11,526 | $335k | Dec 31, 2018 | Feb 6, 2019 | |
The Northstar Group Inc | 5,983 | $202k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 5,983 | $202k | Jun 30, 2019 | Jul 12, 2019 | |
Whitener Capital Management Inc | 49 | $1k | Jun 30, 2019 | Aug 2, 2019 |