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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
326
Plotkin Financial Advisors
Maryland
$594K -$23.8K -583 -4%
PFA
327
Pinnacle Family Advisors
Missouri
$590K +$10.5K +258 +2%
SA
328
SpiderRock Advisors
Delaware
$590K +$583K +14,274 New
KWA
329
Kingswood Wealth Advisors
California
$590K -$150K -3,668 -21%
BFG
330
Bleakley Financial Group
New Jersey
$589K -$14K -344 -2%
4WM
331
49 Wealth Management
Texas
$581K +$38.8K +950 +7%
HSA
332
HBK Sorce Advisory
Pennsylvania
$577K +$138K +3,379 +33%
BFWM
333
Bright Futures Wealth Management
New York
$570K +$570K +13,973 New
TWM
334
TriaGen Wealth Management
California
$568K -$4.12K -101 -0.7%
TAM
335
Tucker Asset Management
Colorado
$564K +$19.8K +486 +4%
LWM
336
Laidlaw Wealth Management
New York
$564K +$52K +1,273 +11%
CG
337
Caprock Group
Idaho
$563K – – –
VF
338
VitalStone Financial
Texas
$558K -$107K -2,627 -17%
KWS
339
Keystone Wealth Services
California
$558K -$3.96K -97 -0.7%
SWM
340
Shakespeare Wealth Management
Wisconsin
$552K – – –
MFG
341
Merit Financial Group
Georgia
$552K -$259K -6,340 -32%
UCFA
342
United Capital Financial Advisors
Texas
$542K -$33.8K -828 -6%
HWP
343
Hibernia Wealth Partners
Louisiana
$539K +$6.45K +158 +1%
RIA
344
Regal Investment Advisors
Michigan
$532K -$40.3K -986 -7%
ASN
345
Advisory Services Network
Georgia
$531K -$210K -5,156 -29%
CCA
346
Cadent Capital Advisors
Oklahoma
$527K +$776 +19 +0.2%
PA
347
PSI Advisors
Florida
$519K -$6.71M -164,255 -93%
IWP
348
IAG Wealth Partners
Wisconsin
$513K -$1.67K -41 -0.3%
LT
349
Legacy Trust
Michigan
$506K -$3.47K -85 -0.7%
LSA
350
Lion Street Advisors
Texas
$502K – – –
12 13
14
15 16