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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
401
N.E.W. Advisory Services
Wisconsin
$382K +$253K +5,535 +203%
SFPG
402
Stonebridge Financial Planning Group
Florida
$381K – – –
FA
403
Fermata Advisors
California
$381K +$1.1K +24 +0.3%
CL
404
Choreo LLC
Illinois
$379K – – –
IWP
405
IAG Wealth Partners
Wisconsin
$375K – – –
CRC
406
Curi RMB Capital
Illinois
$371K – – –
RF
407
Rossby Financial
Florida
$368K +$174K +3,812 +91%
BWP
408
Balboa Wealth Partners
Arizona
$367K +$549 +12 +0.2%
SWP
409
Sagespring Wealth Partners
Tennessee
$366K -$32.1K -702 -8%
BIA
410
Beacon Investment Advisors
Maryland
$363K +$20K +438 +6%
HWM
411
HB Wealth Management
Georgia
$353K +$732 +16 +0.2%
CFD
412
Creative Financial Designs
Indiana
$351K – – –
WFS
413
Weitzel Financial Services
Iowa
$344K – – –
SIAS
414
Summit Investment Advisory Services
Minnesota
$341K -$137 -3 -0%
OWA
415
Opal Wealth Advisors
New York
$341K -$595 -13 -0.2%
BMC
416
Beaton Management Company
Massachusetts
$337K – – –
TAM
417
Tucker Asset Management
Colorado
$333K -$114K -2,496 -26%
GPA
418
Guerra Pan Advisors
New Jersey
$331K -$45.8K -1,000 -12%
SPWM
419
Schrum Private Wealth Management
Florida
$324K – – –
PFGIA
420
Patriot Financial Group Insurance Agency
Massachusetts
$320K -$10.2K -222 -3%
BTWM
421
Brass Tax Wealth Management
Ohio
$311K +$38.7K +845 +14%
RFN
422
Redwood Financial Network
Ohio
$310K +$412 +9 +0.1%
MC
423
Moors & Cabot
Massachusetts
$308K -$112K -2,442 -27%
WP
424
WealthPLAN Partners
Nebraska
$307K +$7.32K +160 +2%
AIA
425
Accelerate Investment Advisors
California
$304K -$10.8K -237 -3%
15 16
17
18 19