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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
351
Plante Moran Financial Advisors
Michigan
$27K – – –
VFA
352
Valeo Financial Advisors
Indiana
$26K +$169 +5 +0.7%
CHC
353
City Holding Co
West Virginia
$25K – – –
GLLW
354
Graves Light Lenhart Wealth
Virginia
$25K +$24.3K +717 New
PFPT
355
Pinnacle Financial Partners (Tennessee)
Tennessee
$22K – – –
RPWA
356
Regent Peak Wealth Advisors
Georgia
$20K +$19.4K +575 New
ICP
357
Interchange Capital Partners
Pennsylvania
$20K +$19.8K +586 New
HFS
358
Hantz Financial Services
Michigan
$19K +$18K +532 New
RIM
359
Rockbridge Investment Management
New York
$18K -$216K -6,400 -93%
GI
360
Gradient Investments
Minnesota
$17K – – –
SPWG
361
Sage Private Wealth Group
Illinois
$17K +$16.6K +491 New
PA
362
Parallel Advisors
California
$16K -$23.7K -700 -61%
SL
363
Savior LLC
Massachusetts
$16K +$34 +1 +0.2%
AWM
364
AllSquare Wealth Management
New York
$15K – – –
RCA
365
Ranch Capital Advisors
Florida
$15K – – –
DWM
366
Defined Wealth Management
Oregon
$15K +$14.7K +434 New
AA
367
AlphaMark Advisors
Kentucky
$14K +$68 +2 +0.5%
FP
368
Fiduciary Planning
Florida
$14K +$68 +2 +0.5%
PWA
369
Phoenix Wealth Advisors
North Carolina
$14K +$13.5K +400 New
MFA
370
McClarren Financial Advisors
Pennsylvania
$13K +$12.7K +374 New
KFS
371
Kelly Financial Services
Massachusetts
$12.9K +$68 +2 +0.5%
JFA
372
JNBA Financial Advisors
Minnesota
$12K – – –
TCM
373
Tradewinds Capital Management
Washington
$12K – – –
FRA
374
Front Row Advisors
California
$11K – – –
LWM
375
Liberty Wealth Management
California
$11K – – –
13 14
15
16 17