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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
426
ACT Advisors
North Carolina
$209K – – –
CAG
427
Crestwood Advisors Group
Massachusetts
$206K +$209K +5,066 New
PB
428
Pinnacle Bancorp
Nebraska
$205K -$10.9K -265 -5%
GJWM
429
Gilliland Jeter Wealth Management
Arkansas
$203K +$289 +7 +0.1%
WCFA
430
Walkner Condon Financial Advisors
Wisconsin
$201K +$2.02K +49 +1%
SFP
431
Sweet Financial Partners
Minnesota
$200K +$5.78K +140 +3%
MIA
432
MMBG Investment Advisors
Florida
$200K – – –
SS
433
Sunbelt Securities
Texas
$197K +$11.6K +282 +6%
GWP
434
Gen-Wealth Partners
Michigan
$174K -$6.89K -167 -4%
MIFH
435
Migdal Insurance & Financial Holdings
Israel
$165K -$67.7K -1,640 -29%
GLR
436
Great Lakes Retirement
Ohio
$144K +$145K +3,501 New
TCOV
437
Trust Company of Vermont
Vermont
$130K – – –
VAMG
438
Voisard Asset Management Group
Michigan
$130K – – –
CA
439
Clearstead Advisors
Ohio
$128K – – –
ADL
440
Asset Dedication LLC
California
$126K -$3.96K -96 -3%
SIS
441
Sound Income Strategies
Florida
$116K +$116K +2,821 +20,150%
CA
442
CoreCap Advisors
Michigan
$112K +$36K +872 +46%
MSWM
443
Mowery & Schoenfeld Wealth Management
Illinois
$112K +$114K +2,754 New
HNB
444
Hilltop National Bank
Wyoming
$112K – – –
BCWM
445
Bartlett & Co Wealth Management
Ohio
$107K – – –
BLC
446
Brown, Lisle/Cummings
Rhode Island
$106K – – –
CMP
447
Coston McIsaac & Partners
Maine
$102K -$38.2K -925 -27%
HBT
448
Hills Bank & Trust
Iowa
$102K – – –
FHA
449
First Horizon Advisors
Tennessee
$97.4K +$21.2K +514 +27%
AA
450
Ancora Advisors
Ohio
$93.8K +$7.6K +184 +9%
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