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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCFP
426
Treasure Coast Financial Planning
Florida
$248K – – –
SA
427
SFI Advisors
New Jersey
$248K +$234K +6,106 New
BF
428
BOK Financial
Oklahoma
$247K – – –
CWP
429
Core Wealth Partners
California
$247K +$234K +6,092 New
CA
430
Cornerstone Advisory
Maryland
$243K – – –
GJWM
431
Gilliland Jeter Wealth Management
Arkansas
$242K +$229K +5,977 New
GI
432
GAMMA Investing
California
$242K +$230K +6,002 New
AA
433
ACT Advisors
North Carolina
$241K -$16.9K -441 -7%
RPGK
434
Retirement Planning Group (Kansas)
Kansas
$241K -$1.61K -42 -0.7%
CAG
435
Csenge Advisory Group
Florida
$238K -$35.7K -932 -14%
TCA
436
Transcend Capital Advisors
New Jersey
$236K -$115K -2,986 -34%
PFM
437
Peak Financial Management
Massachusetts
$235K – – –
CFS
438
Commonwealth Financial Services
West Virginia
$235K – – –
FFA
439
Founders Financial Alliance
North Carolina
$233K +$6.94K +181 +3%
AWM
440
Axxcess Wealth Management
California
$232K -$321K -8,363 -59%
CAAS
441
Capital Asset Advisory Services
Michigan
$232K -$311K -8,120 -59%
WFA
442
WMG Financial Advisors
Tennessee
$232K -$3.34K -87 -2%
DWMG
443
DB Wealth Management Group
California
$228K -$6.71K -175 -3%
MWM
444
Maltin Wealth Management
New Jersey
$228K – – –
NP
445
Nilsine Partners
Colorado
$227K -$19.2K -500 -8%
PCIA
446
Prime Capital Investment Advisors
Kansas
$226K -$1.15K -30 -0.5%
PB
447
Pinnacle Bancorp
Nebraska
$224K +$44K +1,148 +26%
OPW
448
Oxler Private Wealth
New York
$219K +$1.5K +39 +0.7%
ST
449
Smithfield Trust
Pennsylvania
$218K +$206K +5,375 New
MIC
450
Means Investment Company
Maine
$214K -$67.4K -1,758 -25%
16 17
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