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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
351
Fermata Advisors
California
$296K +$309K +7,625 New
GT
352
Greenleaf Trust
Michigan
$294K – – –
WFA
353
WMG Financial Advisors
Tennessee
$293K – – –
PWA
354
Peterson Wealth Advisors
Utah
$289K – – –
RWM
355
Ritholtz Wealth Management
New York
$286K -$770 -19 -0.3%
WW
356
Waterfront Wealth
Kansas
$284K +$1.22K +30 +0.4%
WFS
357
Weitzel Financial Services
Iowa
$283K +$92.1K +2,272 +45%
SWMG
358
Signature Wealth Management Group
Georgia
$283K – – –
HWM
359
HB Wealth Management
Georgia
$278K +$32.9K +812 +13%
FHA
360
First Horizon Advisors
Tennessee
$275K +$289K +7,124 New
BAM
361
Bellevue Asset Management
Washington
$274K -$22.3K -550 -7%
AA
362
ACT Advisors
North Carolina
$274K +$405 +10 +0.1%
SPWM
363
Schrum Private Wealth Management
Florida
$272K – – –
RA
364
Riverstone Advisors
Texas
$270K +$282K +6,951 New
TF
365
TIAA FSB
Florida
$269K +$281K +6,936 New
EIA
366
Eldridge Investment Advisors
New Hampshire
$267K -$2.63K -65 -0.9%
OMIC
367
Old Mission Investment Co
Michigan
$265K – – –
SCFS
368
S.C. Financial Services
Arizona
$259K -$42K -1,036 -13%
PFP
369
Paragon Financial Partners
California
$259K – – –
CW
370
CreativeOne Wealth
Kansas
$252K +$263K +6,495 New
C
371
Certuity
Florida
$251K -$12.1K -299 -4%
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$250K -$892 -22 -0.3%
CCA
373
Checchi Capital Advisers
California
$244K +$243K +6,000 New
VCM
374
Vigilant Capital Management
Maine
$242K – – –
DWMG
375
DB Wealth Management Group
California
$238K – – –
13 14
15
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