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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
326
Realta Investment Advisors
Delaware
$524K -$224K -5,420 -30%
UCFA
327
United Capital Financial Advisors
Texas
$515K -$8.17K -198 -2%
KWS
328
Keystone Wealth Services
California
$514K -$24.7K -599 -5%
ASN
329
Advisory Services Network
Georgia
$506K -$6.77K -164 -1%
CCA
330
Cadent Capital Advisors
Oklahoma
$501K -$7.18K -174 -1%
RIA
331
Regal Investment Advisors
Michigan
$495K -$17.8K -430 -3%
LSA
332
Lion Street Advisors
Texas
$495K -$9.7K -235 -2%
CAM
333
Covenant Asset Management
New Jersey
$489K +$495K +12,000 New
QCG
334
Quadrant Capital Group
Ohio
$485K +$23K +558 +5%
VF
335
VitalStone Financial
Texas
$481K -$58.5K -1,416 -11%
PA
336
PSI Advisors
Florida
$479K -$22.2K -538 -4%
IWP
337
IAG Wealth Partners
Wisconsin
$474K -$22K -534 -4%
KP
338
Keel Point
Alabama
$472K +$20K +485 +5%
BSW
339
Buckingham Strategic Wealth
Missouri
$469K +$18.5K +448 +4%
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$466K +$117K +2,843 +33%
CCP
341
Clarity Capital Partners
California
$465K +$43.8K +1,061 +10%
FIM
342
Freedom Investment Management
Connecticut
$461K +$139K +3,377 +43%
BIP
343
Blueprint Investment Partners
North Carolina
$460K +$1.61K +39 +0.3%
BTI
344
Blue Trust Inc
Georgia
$446K – – –
AIC
345
Archer Investment Corporation
Indiana
$444K – – –
SA
346
Skyline Advisors
Washington
$441K -$454 -11 -0.1%
OPA
347
Old Port Advisors
Maine
$438K -$25.7K -623 -5%
SF
348
Summit Financial
New Jersey
$432K +$7.97K +193 +2%
MFG
349
Merit Financial Group
Georgia
$426K -$123K -2,968 -22%
BAM
350
Bellevue Asset Management
Washington
$422K +$14.5K +352 +4%
12 13
14
15 16