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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
301
Plante Moran Financial Advisors
Michigan
$24K +$1.97K +62 +9%
VFA
302
Valeo Financial Advisors
Indiana
$23K +$127 +4 +0.5%
PFPT
303
Pinnacle Financial Partners (Tennessee)
Tennessee
$22K -$1.59K -50 -7%
CHC
304
City Holding Co
West Virginia
$22K – – –
GEA
305
Glen Eagle Advisors
New Jersey
$17.1K – – –
M
306
MOTCO
Texas
$17K – – –
GI
307
Gradient Investments
Minnesota
$17K +$11.6K +366 +202%
CCM
308
Chiron Capital Management
Florida
$16K +$15.9K +500 New
SL
309
Savior LLC
Massachusetts
$15K +$14K +440 +1,760%
AWM
310
AllSquare Wealth Management
New York
$13K – – –
RCA
311
Ranch Capital Advisors
Florida
$13K – – –
AA
312
AlphaMark Advisors
Kentucky
$13K +$12.7K +400 New
LF
313
Lee Financial
Texas
$12K – – –
FP
314
Fiduciary Planning
Florida
$12K +$12.3K +389 New
KFS
315
Kelly Financial Services
Massachusetts
$11.5K +$63 +2 +0.5%
FRA
316
Front Row Advisors
California
$11K – – –
JFA
317
JNBA Financial Advisors
Minnesota
$11K – – –
LWM
318
Liberty Wealth Management
California
$11K – – –
TCM
319
Tradewinds Capital Management
Washington
$11K – – –
AWM
320
Adams Wealth Management
Utah
$11K +$11.5K +362 New
AF
321
Allworth Financial
California
$10K -$14K -443 -58%
LAS
322
Lloyd Advisory Services
Georgia
$8K -$5.96K -188 -41%
TC
323
Trust Company
Kansas
$8K +$7.77K +245 New
APC
324
Aspire Private Capital
North Carolina
$7K +$7.04K +222 New
CT
325
Caldwell Trust
Florida
$6.29K – – –
11 12
13
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