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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
301
Plotkin Financial Advisors
Maryland
$528K -$28.1K -694 -5%
IF
302
Intrua Financial
Texas
$527K -$35.3K -870 -6%
V
303
Veritable
Delaware
$516K +$2.35K +58 +0.4%
CGFA
304
Colton Groome Financial Advisors
North Carolina
$509K -$328K -8,088 -38%
CG
305
Caprock Group
Idaho
$506K -$60.4K -1,490 -10%
GW
306
GW & Wade
Massachusetts
$506K -$20.9K -515 -4%
IWP
307
IAG Wealth Partners
Wisconsin
$489K -$13.5K -334 -3%
CCA
308
Cadent Capital Advisors
Oklahoma
$480K +$730 +18 +0.1%
SWM
309
SeaCrest Wealth Management
New York
$479K -$73.5K -1,812 -13%
LAS
310
LWM Advisory Services
Florida
$463K +$2.76K +68 +0.6%
IC
311
IEQ Capital
California
$458K +$7.22K +178 +2%
BTI
312
Blue Trust Inc
Georgia
$447K +$429K +10,570 New
RFN
313
Redwood Financial Network
Ohio
$444K -$186K -4,595 -29%
CRI
314
Colonial River Investments
Virginia
$441K -$58.9K -1,453 -11%
WCFA
315
Walkner Condon Financial Advisors
Wisconsin
$439K -$6.57K -162 -1%
AIC
316
Archer Investment Corporation
Indiana
$426K -$10.9K -269 -2%
HFP
317
Holistic Financial Partners
Indiana
$412K +$1.3K +32 +0.3%
LA
318
LexAurum Advisors
Kansas
$406K +$892 +22 +0.2%
MCCP
319
Mission Creek Capital Partners
California
$406K +$22K +543 +5%
ACG
320
Allen Capital Group
Nebraska
$404K – – –
PWM
321
Perigon Wealth Management
California
$388K -$17.1K -421 -4%
SFPG
322
Stonebridge Financial Planning Group
Florida
$386K +$5.07K +125 +1%
MCC
323
Money Concepts Capital
Florida
$382K -$2.89M -71,385 -88%
JIP
324
Jaffetilchin Investment Partners
Florida
$381K +$1.66K +41 +0.4%
C
325
CEDRUS
Colorado
$375K -$68.9K -1,700 -15%
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13
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