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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
376
Strategic Blueprint
Georgia
$526K -$1.11M -24,261 -68%
IF
377
Integrity Financial
Wyoming
$522K -$147K -3,210 -22%
GI
378
GAMMA Investing
California
$515K – – –
BWP
379
Bernardo Wealth Planning
Pennsylvania
$513K +$184 +4 +0%
TFP
380
Traction Financial Partners
Wyoming
$504K -$212K -4,610 -30%
SL
381
Sentinus LLC
Illinois
$494K +$492K +10,710 New
SFG
382
SageGuard Financial Group
Tennessee
$493K +$491K +10,689 New
GT
383
Greenleaf Trust
Michigan
$491K – – –
LWL
384
Leo Wealth LLC
Texas
$488K +$3.31K +72 +0.7%
BTI
385
Blue Trust Inc
Georgia
$487K – – –
AIC
386
Archer Investment Corporation
Indiana
$481K -$2.25K -49 -0.5%
PFA
387
Plotkin Financial Advisors
Maryland
$468K – – –
PCS
388
Private Client Services
Kentucky
$467K -$5.97K -130 -1%
SH
389
SLT Holdings
Arizona
$464K -$95.8K -2,086 -17%
MPIA
390
Milestones Private Investment Advisors
New York
$459K – – –
IWM
391
IMG Wealth Management
Florida
$451K -$63.1K -1,374 -12%
LT
392
Legacy Trust
Michigan
$450K – – –
SAM
393
Strategy Asset Managers
California
$450K -$3.95K -86 -0.9%
SFP
394
Strategic Financial Partners
Oregon
$448K -$8.95K -195 -2%
O3W
395
Omni 360 Wealth
New Jersey
$448K -$399K -8,695 -48%
OPA
396
Old Port Advisors
Maine
$440K -$6.43K -140 -1%
ASN
397
Advisory Services Network
Georgia
$439K -$32.5K -708 -7%
PI
398
PFG Investments
New York
$431K -$8.45K -184 -2%
TWM
399
TopTier Wealth Management
Wisconsin
$431K +$429K +9,354 New
WW
400
Waterfront Wealth
Kansas
$428K – – –
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