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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
426
GAMMA Investing
California
$253K – – –
SFG
427
Sovereign Financial Group
Connecticut
$252K -$40.1K -982 -14%
CAG
428
Csenge Advisory Group
Florida
$249K +$939 +23 +0.4%
TCA
429
Transcend Capital Advisors
New Jersey
$246K +$245 +6 +0.1%
PFM
430
Peak Financial Management
Massachusetts
$245K – – –
MIFH
431
Migdal Insurance & Financial Holdings
Israel
$240K -$26.2K -642 -10%
AWM
432
Avior Wealth Management
Nebraska
$240K -$42.2K -1,033 -15%
MFG
433
Mainsail Financial Group
Washington
$240K -$354K -8,668 -60%
MWM
434
Maltin Wealth Management
New Jersey
$237K – – –
FFA
435
Founders Financial Alliance
North Carolina
$236K -$5.84K -143 -2%
NP
436
Nilsine Partners
Colorado
$236K – – –
PCIA
437
Prime Capital Investment Advisors
Kansas
$236K +$41 +1 +0%
WMA
438
West Michigan Advisors
Michigan
$235K -$3.16M -77,398 -93%
CFS
439
Commonwealth Financial Services
West Virginia
$235K – – –
DWM
440
Darwin Wealth Management
Florida
$232K -$33.5K -821 -13%
OPW
441
Oxler Private Wealth
New York
$229K +$1.02K +25 +0.5%
PB
442
Pinnacle Bancorp
Nebraska
$223K -$9.68K -237 -4%
CWA
443
Centennial Wealth Advisory
Michigan
$223K -$69K -1,691 -24%
MIC
444
Means Investment Company
Maine
$222K -$980 -24 -0.5%
AWM
445
Axxcess Wealth Management
California
$219K -$21.5K -526 -9%
D
446
Diversified
Delaware
$218K +$211K +5,158 New
AA
447
ACT Advisors
North Carolina
$217K -$33.4K -817 -14%
PCS
448
Private Client Services
Kentucky
$215K +$208K +5,089 New
CAAS
449
Capital Asset Advisory Services
Michigan
$214K -$21.5K -526 -9%
SCA
450
Stonebridge Capital Advisors
Minnesota
$212K +$205K +5,021 New
16 17
18
19 20