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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
376
Citizens Financial Group
Rhode Island
$471K -$21.1K -480 -4%
AIC
377
Archer Investment Corporation
Indiana
$469K -$18K -410 -4%
LWL
378
Leo Wealth LLC
Texas
$467K +$2.64K +60 +0.6%
LSA
379
Lion Street Advisors
Texas
$466K +$484 +11 +0.1%
PFA
380
Plotkin Financial Advisors
Maryland
$454K -$6.99K -159 -2%
4WM
381
49 Wealth Management
Texas
$447K -$196K -4,463 -31%
SFP
382
Strategic Financial Partners
Oregon
$446K -$13.1K -297 -3%
MPIA
383
Milestones Private Investment Advisors
New York
$445K +$438K +9,962 New
OPA
384
Old Port Advisors
Maine
$434K -$14.7K -334 -3%
TAM
385
Tucker Asset Management
Colorado
$434K +$49.9K +1,134 +13%
YIH
386
Y-Intercept (HK)
Hong Kong
$429K +$422K +9,589 New
PI
387
PFG Investments
New York
$426K +$924 +21 +0.2%
OL
388
Owen LaRue
Kentucky
$422K -$23.4K -533 -5%
AA
389
Armis Advisers
Georgia
$420K -$268K -6,089 -39%
MPWS
390
McCarter Private Wealth Services
Massachusetts
$419K – – –
RFP
391
Root Financial Partners
California
$419K -$103K -2,340 -20%
MCC
392
Money Concepts Capital
Florida
$417K – – –
SIM
393
Synergy Investment Management
Florida
$413K -$188K -4,282 -32%
EFG
394
Ehrlich Financial Group
California
$413K – – –
MWM
395
MGB Wealth Management
Texas
$410K +$176 +4 +0%
OIA
396
OneDigital Investment Advisors
Kansas
$409K -$121K -2,741 -23%
MC
397
Moors & Cabot
Massachusetts
$407K +$25K +569 +7%
FFA
398
Founders Financial Alliance
North Carolina
$403K +$2.46K +56 +0.6%
WW
399
Waterfront Wealth
Kansas
$402K – – –
DC
400
Davenport & Co
Virginia
$394K +$264 +6 +0.1%
14 15
16
17 18