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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
351
MTM Investment Management
South Carolina
$588K -$4.44K -100 -0.8%
NB
352
NBT Bank
New York
$578K -$717K -16,133 -55%
SWM
353
Shakespeare Wealth Management
Wisconsin
$577K – – –
TFP
354
Traction Financial Partners
Wyoming
$566K -$136K -3,050 -19%
SWP
355
Sagespring Wealth Partners
Tennessee
$559K +$209K +4,700 +60%
PPWM
356
Perissos Private Wealth Management
Oklahoma
$558K -$52.7K -1,185 -9%
TWM
357
TriaGen Wealth Management
California
$558K -$39.5K -889 -7%
HSA
358
HBK Sorce Advisory
Pennsylvania
$555K -$48.8K -1,097 -8%
TC
359
Trilogy Capital
California
$545K -$49.2M -1,107,420 -99%
CCA
360
Cadent Capital Advisors
Oklahoma
$542K +$2.13K +48 +0.4%
UCFA
361
United Capital Financial Advisors
Texas
$541K +$35.2K +791 +7%
PCS
362
Private Client Services
Kentucky
$537K -$4.8K -108 -0.9%
KP
363
Keel Point
Alabama
$536K +$29.3K +659 +6%
OIA
364
OneDigital Investment Advisors
Kansas
$530K -$2.7M -60,672 -84%
RFP
365
Root Financial Partners
California
$523K -$4.27K -96 -0.8%
KWS
366
Keystone Wealth Services
California
$522K -$20K -450 -4%
GWA
367
GGM Wealth Advisors
Maryland
$512K – – –
UAG
368
United Advisor Group
Ohio
$505K -$57K -1,282 -10%
BAM
369
Bellevue Asset Management
Washington
$499K -$933 -21 -0.2%
PD
370
Planning Directions
Pennsylvania
$499K -$18.4K -414 -4%
BWP
371
Bernardo Wealth Planning
Pennsylvania
$496K -$38.6K -869 -7%
CFG
372
Citizens Financial Group
Rhode Island
$491K +$154K +3,456 +46%
CCC
373
Compass Capital Corp
Massachusetts
$488K -$90.7K -2,040 -15%
WWA
374
Wealth Watch Advisors
Colorado
$487K +$68.4K +1,538 +16%
PA
375
PSI Advisors
Florida
$487K – – –
13 14
15
16 17