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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
301
Freedom Investment Management
Connecticut
$703K +$155K +3,870 +28%
EWA
302
Encompass Wealth Advisors
Oregon
$703K – – –
SFG
303
StrategIQ Financial Group
Indiana
$703K +$141K +3,527 +25%
CRWM
304
Castle Rock Wealth Management
California
$700K +$11.7K +292 +2%
BIP
305
Blueprint Investment Partners
North Carolina
$688K -$3.13M -78,056 -82%
CS
306
Capital Square
Tennessee
$687K +$28.2K +703 +4%
MMHP
307
Murphy Middleton Hinkle & Parker
Georgia
$686K +$841 +21 +0.1%
CFGS
308
Concourse Financial Group Securities
Alabama
$683K -$185K -4,608 -21%
UCFA
309
United Capital Financial Advisors
Texas
$651K -$244K -6,102 -27%
TWM
310
TriaGen Wealth Management
California
$648K +$20.8K +519 +3%
MSAM
311
Moloney Securities Asset Management
Missouri
$647K -$19.7K -492 -3%
BWP
312
Bernardo Wealth Planning
Pennsylvania
$639K +$240 +6 +0%
MIM
313
MTM Investment Management
South Carolina
$630K – – –
SAM
314
Strategy Asset Managers
California
$617K +$2.48K +62 +0.4%
BFG
315
Beacon Financial Group
Texas
$611K +$130K +3,238 +27%
DWP
316
Daymark Wealth Partners
Ohio
$605K -$303K -7,565 -33%
LSA
317
L & S Advisors
California
$603K +$601K +15,007 New
KWS
318
Keystone Wealth Services
California
$598K +$120 +3 +0%
AFG
319
ABLE Financial Group
Arizona
$595K +$593K +14,810 New
GAA
320
Global Assets Advisory
Florida
$578K – – –
SF
321
Synovus Financial
Georgia
$578K -$70.1K -1,750 -11%
PWM
322
Purus Wealth Management
California
$578K -$9.34K -233 -2%
RA
323
Ruggaard & Associates
Ohio
$577K +$575K +14,359 New
IWP
324
IAG Wealth Partners
Wisconsin
$565K -$4.93K -123 -0.9%
BFG
325
Bleakley Financial Group
New Jersey
$562K – – –
11 12
13
14 15