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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
351
Strategic Financial Partners
Oregon
$444K +$15.1K +349 +4%
FIM
352
Freedom Investment Management
Connecticut
$439K -$72.5K -1,671 -15%
SWM
353
SFG Wealth Management
Maryland
$438K +$694 +16 +0.2%
VF
354
VitalStone Financial
Texas
$435K -$96.6K -2,227 -19%
TAM
355
Tucker Asset Management
Colorado
$434K -$193K -4,458 -32%
BTI
356
Blue Trust Inc
Georgia
$434K +$3.47K +80 +0.8%
CAP
357
Columbia Advisory Partners
Washington
$433K -$2.21K -51 -0.5%
MCCP
358
Mission Creek Capital Partners
California
$428K +$3.47K +80 +0.9%
MPWS
359
McCarter Private Wealth Services
Massachusetts
$427K +$407K +9,382 New
MCC
360
Money Concepts Capital
Florida
$425K +$4.34K +100 +1%
EFG
361
Ehrlich Financial Group
California
$420K -$34.7K -800 -8%
AFP
362
Alpha Financial Partners
Kentucky
$420K +$400K +9,232 New
IA
363
Insight Advisors
Pennsylvania
$419K -$189K -4,358 -32%
MWM
364
MGB Wealth Management
Texas
$418K – – –
MC
365
Moors & Cabot
Massachusetts
$416K -$43.6K -1,006 -10%
CBB
366
Citizens Business Bank
California
$414K +$395K +9,100 New
SA
367
SpiderRock Advisors
Delaware
$408K – – –
VF
368
Virtu Financial
New York
$406K -$2.88M -66,399 -88%
WW
369
Waterfront Wealth
Kansas
$405K – – –
NCFG
370
New Century Financial Group
New Jersey
$405K +$386K +8,895 New
SWM
371
SeaCrest Wealth Management
New York
$402K -$45.7K -1,053 -11%
SFPG
372
Stonebridge Financial Planning Group
Florida
$398K -$15.3K -352 -4%
LA
373
LexAurum Advisors
Kansas
$397K +$651 +15 +0.2%
CFG
374
Citizens Financial Group
Rhode Island
$394K +$564 +13 +0.2%
CL
375
Choreo LLC
Illinois
$393K +$375K +8,655 New
13 14
15
16 17