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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
T
276
Tidemark
California
$777K -$3.62M -87,712 -82%
WH
277
Willner & Heller
California
$776K -$50.7K -1,228 -6%
TFP
278
Traction Financial Partners
Wyoming
$762K -$39.4K -955 -5%
CS
279
Capital Square
Tennessee
$758K +$31.1K +754 +4%
EGM
280
Engineers Gate Manager
New York
$752K +$762K +18,458 New
GM
281
GeoWealth Management
Illinois
$735K +$72.1K +1,747 +11%
SIG
282
Sargent Investment Group
Maryland
$733K -$24.1K -585 -3%
LAS
283
LWM Advisory Services
Florida
$730K +$289 +7 +0%
LMKC
284
L.M. Kohn & Company
Ohio
$715K -$294K -7,126 -29%
EWA
285
Encompass Wealth Advisors
Oregon
$713K – – –
IWA
286
Icon Wealth Advisors
Texas
$711K -$93.9K -2,275 -12%
MMHP
287
Murphy Middleton Hinkle & Parker
Georgia
$701K +$1.2K +29 +0.2%
IWA
288
Inspirion Wealth Advisors
Illinois
$700K -$39.2K -950 -5%
CRWM
289
Castle Rock Wealth Management
California
$698K – – –
TPWA
290
Twin Peaks Wealth Advisors
California
$692K – – –
FWA
291
FSC Wealth Advisors
New York
$691K +$30.1K +730 +4%
MSAM
292
Moloney Securities Asset Management
Missouri
$685K +$51.3K +1,243 +8%
SMA
293
Sage Mountain Advisors
Georgia
$670K -$19.6K -474 -3%
UAG
294
United Advisor Group
Ohio
$664K -$261K -6,334 -28%
FTUS
295
Flow Traders U.S.
New York
$664K -$136K -3,286 -17%
RFP
296
Root Financial Partners
California
$648K -$57.7K -1,397 -8%
CWA
297
Clarus Wealth Advisors
Arizona
$646K -$54.5K -1,321 -8%
TFM
298
Trademark Financial Management
Minnesota
$630K -$72.2K -1,748 -10%
BWP
299
Bernardo Wealth Planning
Pennsylvania
$627K -$22.2K -538 -3%
SAM
300
Strategy Asset Managers
California
$618K +$9.99K +242 +2%
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12
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