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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
401
Hershey Financial Advisers
Pennsylvania
$397K +$149K +3,124 +61%
CL
402
Choreo LLC
Illinois
$395K – – –
CRC
403
Curi RMB Capital
Illinois
$387K – – –
DCA
404
DB&C Advisors
Michigan
$386K -$7.19K -151 -2%
MPIA
405
Milestones Private Investment Advisors
New York
$380K – – –
BIA
406
Beacon Investment Advisors
Maryland
$378K +$48 +1 +0%
WFS
407
Weitzel Financial Services
Iowa
$375K -$8K -168 -2%
ACA
408
Aptus Capital Advisors
Alabama
$370K – – –
EWS
409
Evergreen Wealth Solutions
Pennsylvania
$367K +$344K +7,228 New
PA
410
PSI Advisors
Florida
$364K -$7.15K -150 -2%
AA
411
Armis Advisers
Georgia
$354K -$38K -798 -10%
PFA
412
Pure Financial Advisors
California
$353K – – –
BWP
413
Balboa Wealth Partners
Arizona
$349K +$9.48K +199 +3%
SFPG
414
Stonebridge Financial Planning Group
Florida
$349K -$11.9K -250 -3%
BMC
415
Beaton Management Company
Massachusetts
$346K -$1.19K -25 -0.3%
HWM
416
HB Wealth Management
Georgia
$341K +$858 +18 +0.3%
RPGK
417
Retirement Planning Group (Kansas)
Kansas
$340K -$118K -2,474 -26%
DC
418
Davenport & Co
Virginia
$339K – – –
SWP
419
Sagespring Wealth Partners
Tennessee
$338K -$1.43K -30 -0.4%
CFD
420
Creative Financial Designs
Indiana
$337K -$37.4K -785 -10%
BJL
421
Brighton Jones LLC
Washington
$334K +$1.57K +33 +0.5%
RFN
422
Redwood Financial Network
Ohio
$330K +$476 +10 +0.1%
IDA
423
Intelligence Driven Advisers
California
$324K – – –
BWM
424
Benson Wealth Management
Tennessee
$320K -$3.1K -65 -1%
WIA
425
Wetzel Investment Advisors
Indiana
$320K -$260K -5,452 -45%
15 16
17
18 19