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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
251
HBW Advisory Services
California
$1.32M +$843K +18,639 +159%
SPI
252
Santori & Peters Inc
Pennsylvania
$1.32M -$7.06K -156 -0.5%
SMC
253
Smith, Moore & Co
Missouri
$1.3M -$28.2K -624 -2%
SP
254
Sequent Planning
Nebraska
$1.29M -$20.6K -456 -2%
NB
255
NBT Bank
New York
$1.27M -$677K -14,970 -34%
CAM
256
Cresset Asset Management
Illinois
$1.26M -$135K -2,979 -9%
HGERS
257
Householder Group Estate & Retirement Specialist
Arizona
$1.25M -$281K -6,219 -18%
SFC
258
Strategic Financial Concepts
Texas
$1.21M +$157K +3,467 +14%
BFS
259
BridgePort Financial Solutions
Iowa
$1.21M +$1.22M +26,927 New
NFC
260
Northeast Financial Consultants
Connecticut
$1.2M -$128K -2,826 -9%
CA
261
CoreCap Advisors
Michigan
$1.2M +$1.17M +25,928 +1,730%
BAM
262
Belpointe Asset Management
Nevada
$1.2M -$91 -2 -0%
FWM
263
Fonville Wealth Management
Virginia
$1.15M +$54.4K +1,202 +5%
O3W
264
Omni 360 Wealth
New Jersey
$1.15M -$39.8K -879 -3%
SAI
265
Savvy Advisors Inc
New York
$1.12M +$31.8K +702 +3%
GF
266
GGM Financials
Ohio
$1.12M -$17.6K -389 -1%
WCM
267
Winebrenner Capital Management
Kentucky
$1.11M +$1.16M +25,537 New
SPG
268
Strategic Planning Group
Utah
$1.1M -$299K -6,618 -21%
RIS
269
Richmond Investment Services
Wisconsin
$1.09M +$1.13M +24,959 New
SF
270
Synovus Financial
Georgia
$1.08M -$207K -4,565 -16%
IFWM
271
Institute for Wealth Management
Colorado
$1.08M – – –
FIA
272
Foundations Investment Advisors
Arizona
$1.07M +$29.9K +661 +3%
CS
273
Capital Square
Tennessee
$1.07M +$235K +5,199 +28%
EWM
274
EPG Wealth Management
Georgia
$1.06M -$19.2K -425 -2%
KFGK
275
Keystone Financial Group (Kentucky)
Kentucky
$1.06M +$82.7K +1,828 +8%
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