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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
376
Lloyd Advisory Services
Georgia
$201K +$30.5K +736 +19%
EWM
377
Endurance Wealth Management
Rhode Island
$191K – – –
FCA
378
FinTrust Capital Advisors
South Carolina
$155K – – –
SC
379
Stephens Consulting
Michigan
$143K +$138K +3,323 New
CAL
380
Capital Analysts LLC
Pennsylvania
$129K -$46.2K -1,117 -27%
PB
381
Pinnacle Bancorp
Nebraska
$122K – – –
WIM
382
Westside Investment Management
California
$119K – – –
CA
383
CoreCap Advisors
Michigan
$118K +$113K +2,741 New
FFA
384
Freedman Financial Associates
Massachusetts
$117K +$455 +11 +0.4%
AWM
385
Activest Wealth Management
Florida
$115K – – –
KA
386
Kozak & Associates
Colorado
$113K +$621 +15 +0.5%
TCWM
387
Total Clarity Wealth Management
Illinois
$111K +$34.3K +830 +47%
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$107K -$87.8K -2,122 -46%
RCM
389
Raleigh Capital Management
North Carolina
$103K +$99.2K +2,397 New
ADL
390
Asset Dedication LLC
California
$96K +$91.9K +2,222 New
VNA
391
Valley National Advisers
Pennsylvania
$94K – – –
CA
392
Clearstead Advisors
Ohio
$93K +$89.3K +2,159 New
CNBTD
393
Citizens National Bank Trust Department
Mississippi
$90K +$86.7K +2,095 New
GWS
394
Glassman Wealth Services
Virginia
$87K +$84.1K +2,032 New
TAM
395
Tucker Asset Management
Colorado
$86.1K +$5.42K +131 +7%
WTA
396
Washington Trust Advisors
Massachusetts
$82K +$78.6K +1,900 New
EIP
397
Ellis Investment Partners
Pennsylvania
$78K +$372 +9 +0.5%
OA
398
Operose Advisors
Wisconsin
$76K +$72.6K +1,755 New
LWANC
399
Laurel Wealth Advisors (North Carolina)
North Carolina
$67K – – –
ASBI
400
American State Bank (Iowa)
Iowa
$64.3K – – –
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