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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$174K +$289 +8 +0.2%
EWM
327
Endurance Wealth Management
Rhode Island
$168K – – –
CAL
328
Capital Analysts LLC
Pennsylvania
$168K +$79.6K +2,203 +100%
WIM
329
Westside Investment Management
California
$114K +$156K +4,319 New
BAM
330
Belpointe Asset Management
Nevada
$110K -$10.9K -302 -9%
PB
331
Pinnacle Bancorp
Nebraska
$108K -$17.4K -480 -14%
AWM
332
Activest Wealth Management
Florida
$101K +$96.5K +2,669 New
VNA
333
Valley National Advisers
Pennsylvania
$83K – – –
EIP
334
Ellis Investment Partners
Pennsylvania
$82K +$289 +8 +0.4%
FFA
335
Freedman Financial Associates
Massachusetts
$82K +$362 +10 +0.5%
ACM
336
Allred Capital Management
Texas
$81.2K +$77K +2,130 New
WT
337
Whittier Trust
California
$76K -$306K -8,477 -81%
FHC
338
First Horizon Corporation
Tennessee
$76K – – –
AF
339
Advisornet Financial
Minnesota
$73K – – –
AWM
340
Avior Wealth Management
Nebraska
$64K +$61.9K +1,711 New
HPC
341
HM Payson & Co
Maine
$63K -$41.9K -1,160 -41%
TCWM
342
Total Clarity Wealth Management
Illinois
$62K +$59K +1,632 New
TRCT
343
Tower Research Capital (TRC)
New York
$61K +$58K +1,605 New
LWANC
344
Laurel Wealth Advisors (North Carolina)
North Carolina
$59K – – –
ASBI
345
American State Bank (Iowa)
Iowa
$56.7K – – –
TAM
346
Tucker Asset Management
Colorado
$54.5K -$470 -13 -0.9%
CFA
347
Carroll Financial Associates
North Carolina
$53K -$68.3K -1,888 -57%
NSIM
348
North Star Investment Management
Illinois
$53K +$9.87K +273 +24%
PP
349
Pacifica Partners
Canada
$50K – – –
PMFA
350
Plante Moran Financial Advisors
Michigan
$50K +$19.1K +528 +68%
12 13
14
15 16