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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
326
Lloyd Advisory Services
Georgia
$131K -$53.2K -1,339 -29%
BAM
327
Belpointe Asset Management
Nevada
$122K +$7.2K +181 +6%
WIM
328
Westside Investment Management
California
$120K +$353K +8,866 +205%
LC
329
Lindbrook Capital
California
$117K +$117K +2,930 New
PB
330
Pinnacle Bancorp
Nebraska
$113K – – –
AWM
331
Activest Wealth Management
Florida
$106K – – –
CCM
332
Covington Capital Management
California
$106K +$106K +2,666 New
VNA
333
Valley National Advisers
Pennsylvania
$87K – – –
FFA
334
Freedman Financial Associates
Massachusetts
$87K +$398 +10 +0.5%
WT
335
Whittier Trust
California
$80K – – –
AF
336
Advisornet Financial
Minnesota
$77K – – –
TAM
337
Tucker Asset Management
Colorado
$74.3K +$17.2K +432 +30%
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$72K +$71.9K +1,809 New
TFS
339
TrustCore Financial Services
Tennessee
$71K -$266K -6,681 -79%
EIP
340
Ellis Investment Partners
Pennsylvania
$71K -$13.6K -343 -16%
SCA
341
Stonebridge Capital Advisors
Minnesota
$65K +$29.5K +743 +80%
LWANC
342
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K – – –
ASBI
343
American State Bank (Iowa)
Iowa
$59.4K – – –
CFA
344
Carroll Financial Associates
North Carolina
$55K +$80 +2 +0.1%
NSIM
345
North Star Investment Management
Illinois
$55K +$119 +3 +0.2%
PP
346
Pacifica Partners
Canada
$52K – – –
PMFA
347
Plante Moran Financial Advisors
Michigan
$52K – – –
WT
348
Washington Trust
Rhode Island
$50K – – –
HPC
349
HM Payson & Co
Maine
$49K -$17.1K -431 -26%
FCA
350
FinTrust Capital Advisors
South Carolina
$49K – – –
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14
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