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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
SEA
376
Stegent Equity Advisors
Texas
$207K +$199K +4,813 New
MIC
377
Means Investment Company
Maine
$204K +$196K +4,736 New
CL
378
Choreo LLC
Illinois
$204K +$197K +4,749 New
LAS
379
Lloyd Advisory Services
Georgia
$201K +$30.5K +736 +19%
EWM
380
Endurance Wealth Management
Rhode Island
$191K – – –
FCA
381
FinTrust Capital Advisors
South Carolina
$155K – – –
SC
382
Stephens Consulting
Michigan
$143K +$138K +3,323 New
CAL
383
Capital Analysts LLC
Pennsylvania
$129K -$46.2K -1,117 -27%
PB
384
Pinnacle Bancorp
Nebraska
$122K – – –
WIM
385
Westside Investment Management
California
$119K – – –
CA
386
CoreCap Advisors
Michigan
$118K +$113K +2,741 New
FFA
387
Freedman Financial Associates
Massachusetts
$117K +$455 +11 +0.4%
AWM
388
Activest Wealth Management
Florida
$115K – – –
KA
389
Kozak & Associates
Colorado
$113K +$621 +15 +0.5%
TCWM
390
Total Clarity Wealth Management
Illinois
$111K +$34.3K +830 +47%
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$107K -$87.8K -2,122 -46%
RCM
392
Raleigh Capital Management
North Carolina
$103K +$99.2K +2,397 New
ADL
393
Asset Dedication LLC
California
$96K +$91.9K +2,222 New
VNA
394
Valley National Advisers
Pennsylvania
$94K – – –
CA
395
Clearstead Advisors
Ohio
$93K +$89.3K +2,159 New
CNBTD
396
Citizens National Bank Trust Department
Mississippi
$90K +$86.7K +2,095 New
GWS
397
Glassman Wealth Services
Virginia
$87K +$84.1K +2,032 New
TAM
398
Tucker Asset Management
Colorado
$86.1K +$5.42K +131 +7%
WTA
399
Washington Trust Advisors
Massachusetts
$82K +$78.6K +1,900 New
EIP
400
Ellis Investment Partners
Pennsylvania
$78K +$372 +9 +0.5%
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