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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
376
Two Sigma Securities
New York
$342K +$341K +8,522 New
MWM
377
Mattern Wealth Management
Kansas
$342K -$1.79M -44,735 -84%
RFN
378
RDA Financial Network
Iowa
$335K – – –
GPA
379
Guerra Pan Advisors
New Jersey
$334K – – –
TI
380
Trexquant Investment
Connecticut
$329K +$328K +8,183 New
NRC
381
New Republic Capital
North Carolina
$321K +$320K +7,982 New
TF
382
TIAA FSB
Florida
$317K +$46.4K +1,157 +17%
BMC
383
Beaton Management Company
Massachusetts
$311K +$10K +250 +3%
QPW
384
Quantum Private Wealth
Florida
$310K – – –
VHAM
385
Van Hulzen Asset Management
California
$305K +$13.3K +332 +5%
AGP
386
Autumn Glory Partners
Texas
$295K +$295K +7,357 New
OL
387
Owen LaRue
Kentucky
$294K – – –
RWM
388
Ritholtz Wealth Management
New York
$292K -$15.4K -385 -5%
MSFS
389
Main Street Financial Solutions
Pennsylvania
$286K -$1.84K -46 -0.6%
GT
390
Greenleaf Trust
Michigan
$285K -$10K -250 -3%
CWM
391
Curi Wealth Management
North Carolina
$283K -$20K -500 -7%
SPWM
392
Schrum Private Wealth Management
Florida
$281K – – –
RA
393
Riverstone Advisors
Texas
$279K – – –
WFS
394
Weitzel Financial Services
Iowa
$275K +$21K +523 +8%
OMIC
395
Old Mission Investment Co
Michigan
$274K – – –
PFM
396
Peak Financial Management
Massachusetts
$273K – – –
TCFP
397
Treasure Coast Financial Planning
Florida
$271K +$29K +725 +12%
HWM
398
HB Wealth Management
Georgia
$271K -$29.9K -746 -10%
TCWM
399
Total Clarity Wealth Management
Illinois
$270K +$3.57K +89 +1%
PFP
400
Paragon Financial Partners
California
$268K – – –
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