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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
C
376
Certuity
Florida
$231K – – –
HWM
377
HB Wealth Management
Georgia
$228K -$31.2K -789 -11%
CW
378
CreativeOne Wealth
Kansas
$227K -$5.94K -150 -2%
SWM
379
SFG Wealth Management
Maryland
$227K +$14K +354 +6%
SW
380
Solidarity Wealth
Utah
$224K -$94.6K -2,391 -29%
VCM
381
Vigilant Capital Management
Maine
$223K – – –
DWMG
382
DB Wealth Management Group
California
$220K – – –
OWA
383
Opal Wealth Advisors
New York
$218K +$1.54K +39 +0.6%
ACM
384
Anfield Capital Management
California
$216K – – –
CCA
385
Checchi Capital Advisers
California
$215K – – –
AWM
386
Activest Wealth Management
Florida
$214K +$131K +3,321 +124%
ZIM
387
Zacks Investment Management
Illinois
$213K +$235K +5,938 New
WFA
388
WMG Financial Advisors
Tennessee
$212K -$64K -1,617 -21%
PFM
389
Peak Financial Management
Massachusetts
$208K – – –
VWA
390
Visionary Wealth Advisors
Illinois
$205K -$12.6K -318 -5%
GAG
391
Goodman Advisory Group
Massachusetts
$204K – – –
AW
392
ACG Wealth
Georgia
$203K +$100K +2,531 +81%
MWM
393
Maltin Wealth Management
New Jersey
$201K – – –
OPW
394
Oxler Private Wealth
New York
$201K +$2.02K +51 +1%
HNB
395
Huntington National Bank
Ohio
$194K – – –
TAM
396
Tucker Asset Management
Colorado
$185K +$95.7K +2,418 +103%
ADL
397
Asset Dedication LLC
California
$169K +$19.7K +498 +12%
EWM
398
Endurance Wealth Management
Rhode Island
$159K – – –
CAL
399
Capital Analysts LLC
Pennsylvania
$154K +$8.11K +205 +5%
CA
400
Clearstead Advisors
Ohio
$154K +$84.4K +2,133 +98%
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