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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
276
HB Wealth Management
Georgia
$1.05M +$761K +17,126 +262%
RPGK
277
Retirement Planning Group (Kansas)
Kansas
$1.03M +$460K +10,342 +81%
PP
278
Prudential plc
United Kingdom
$1.03M +$1.02M +23,000 New
LWM
279
Lighthouse Wealth Management
Ohio
$1.02M -$16K -360 -2%
MLRA
280
Main Line Retirement Advisors
Montana
$1.02M +$3.73K +84 +0.4%
ACP
281
Argyle Capital Partners
California
$1.02M +$161K +3,631 +19%
HAS
282
HBW Advisory Services
California
$1.01M -$340K -7,640 -25%
RIS
283
Richmond Investment Services
Wisconsin
$991K -$122K -2,745 -11%
TSWM
284
Tyler-Stone Wealth Management
Ohio
$975K -$83.9K -1,887 -8%
MOS
285
MGO One Seven
Ohio
$954K +$48.9K +1,100 +5%
OWA
286
Octavia Wealth Advisors
Ohio
$950K -$103K -2,317 -10%
HIW
287
Holos Integrated Wealth
Pennsylvania
$935K -$1.16K -26 -0.1%
ATPW
288
Ashton Thomas Private Wealth
Arizona
$932K -$50.7K -1,141 -5%
FHA
289
Flagship Harbor Advisors
Massachusetts
$927K +$133K +2,998 +17%
AFG
290
ABLE Financial Group
Arizona
$915K -$146K -3,289 -14%
FFA
291
Farther Finance Advisors
California
$911K +$865K +19,459 +1,992%
USCWA
292
U.S. Capital Wealth Advisors
Texas
$898K +$36.6K +823 +4%
AG
293
AmeriFlex Group
Nevada
$897K -$930K -20,918 -51%
EWM
294
EPG Wealth Management
Georgia
$879K -$206K -4,641 -19%
PPG
295
Peak Planning Group
Colorado
$878K -$96.2K -2,164 -10%
FAM
296
Formidable Asset Management
Ohio
$848K – – –
MSAM
297
Moloney Securities Asset Management
Missouri
$846K +$56K +1,261 +7%
IWM
298
IMG Wealth Management
Florida
$843K -$140K -3,139 -14%
SH
299
SLT Holdings
Arizona
$842K -$76.6K -1,723 -8%
IAN
300
Integrated Advisors Network
Texas
$836K -$93.2K -2,098 -10%
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