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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
426
Peak Financial Management
Massachusetts
$264K – – –
CFS
427
Commonwealth Financial Services
West Virginia
$263K – – –
AAS
428
Asset Allocation Strategies
Michigan
$258K +$246K +5,669 New
WCFA
429
Walkner Condon Financial Advisors
Wisconsin
$257K +$31.6K +729 +15%
AWA
430
Alta Wealth Advisors
Massachusetts
$257K -$22.5K -519 -8%
MWM
431
Maltin Wealth Management
New Jersey
$255K – – –
RFN
432
Redwood Financial Network
Ohio
$253K +$390 +9 +0.2%
AWM
433
Avior Wealth Management
Nebraska
$252K -$9.72K -224 -4%
TC
434
TownSquare Capital
Utah
$252K -$74.1K -1,707 -24%
NP
435
Nilsine Partners
Colorado
$250K -$4.34K -100 -2%
OPW
436
Oxler Private Wealth
New York
$250K +$1.17K +27 +0.5%
APWA
437
Atlas Private Wealth Advisors
New Jersey
$249K – – –
NW
438
Naviter Wealth
Arkansas
$247K -$5.25M -120,985 -96%
DWM
439
Darwin Wealth Management
Florida
$239K -$10.6K -245 -4%
CWA
440
Centennial Wealth Advisory
Michigan
$236K +$225K +5,197 New
PB
441
Pinnacle Bancorp
Nebraska
$231K +$2.78K +64 +1%
AA
442
ACT Advisors
North Carolina
$229K -$4.29K -99 -2%
HGWM
443
Horst & Graben Wealth Management
Oregon
$225K +$214K +4,944 New
MIA
444
MMBG Investment Advisors
Florida
$223K – – –
SS
445
Sunbelt Securities
Texas
$222K +$1.82K +42 +0.9%
GJWM
446
Gilliland Jeter Wealth Management
Arkansas
$221K -$5.68K -131 -3%
AIA
447
Accelerate Investment Advisors
California
$221K +$210K +4,850 New
DFG
448
Delta Financial Group
New Jersey
$219K +$209K +4,810 New
DC
449
Davenport & Co
Virginia
$218K -$402K -9,268 -66%
AGP
450
Autumn Glory Partners
Texas
$217K +$207K +4,776 New
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18
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