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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
351
N.E.W. Advisory Services
Wisconsin
$416K -$184K -4,468 -30%
MC
352
Moors & Cabot
Massachusetts
$414K -$7.27K -176 -2%
EFG
353
Ehrlich Financial Group
California
$409K – – –
SWM
354
SeaCrest Wealth Management
New York
$403K -$41 -1 -0%
ZB
355
Zions Bancorporation
Utah
$399K +$405K +9,800 New
USCWA
356
U.S. Capital Wealth Advisors
Texas
$392K +$248 +6 +0.1%
SWM
357
SFG Wealth Management
Maryland
$392K +$454 +11 +0.1%
CAP
358
Columbia Advisory Partners
Washington
$390K +$6.81K +165 +2%
MWM
359
MGB Wealth Management
Texas
$383K – – –
SFP
360
Strategic Financial Partners
Oregon
$383K -$40.3K -976 -9%
RPGK
361
Retirement Planning Group (Kansas)
Kansas
$382K +$115K +2,797 +43%
MCCP
362
Mission Creek Capital Partners
California
$380K – – –
MCC
363
Money Concepts Capital
Florida
$377K +$31.5K +764 +9%
SFPG
364
Stonebridge Financial Planning Group
Florida
$371K – – –
WW
365
Waterfront Wealth
Kansas
$366K – – –
SA
366
SpiderRock Advisors
Delaware
$366K -$219K -5,304 -37%
C
367
CEDRUS
Colorado
$355K +$413 +10 +0.1%
LA
368
LexAurum Advisors
Kansas
$355K -$330 -8 -0.1%
CFG
369
Citizens Financial Group
Rhode Island
$353K +$47.7K +1,156 +15%
HWM
370
HB Wealth Management
Georgia
$353K +$90.4K +2,189 +34%
PI
371
PFG Investments
New York
$353K -$42.5K -1,029 -11%
OWA
372
Opal Wealth Advisors
New York
$349K -$38.6K -935 -10%
FFA
373
Founders Financial Alliance
North Carolina
$348K +$122K +2,957 +53%
WKSWA
374
White Knight Strategic Wealth Advisors
New Jersey
$343K -$22.4K -543 -6%
CCG
375
Cypress Capital Group
Florida
$339K -$110K -2,659 -24%
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