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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
451
Cornerstone Advisory
Maryland
$211K -$40.8K -1,000 -17%
GJWM
452
Gilliland Jeter Wealth Management
Arkansas
$210K -$40.6K -994 -17%
MIA
453
MMBG Investment Advisors
Florida
$207K +$200K +4,910 New
HGWM
454
Horst & Graben Wealth Management
Oregon
$207K +$200K +4,897 New
WCFA
455
Walkner Condon Financial Advisors
Wisconsin
$206K -$239K -5,846 -54%
AGP
456
Autumn Glory Partners
Texas
$202K +$195K +4,776 New
SFP
457
Sweet Financial Partners
Minnesota
$202K +$195K +4,775 New
WAM
458
WealthTrust Asset Management
Florida
$201K +$194K +4,759 New
SS
459
Sunbelt Securities
Texas
$193K +$612 +15 +0.3%
GWP
460
Gen-Wealth Partners
Michigan
$187K +$181K +4,429 New
FGAM
461
Financial Gravity Asset Management
Texas
$162K – – –
S
462
SignatureFD
Georgia
$157K +$93.4K +2,289 +161%
CMP
463
Coston McIsaac & Partners
Maine
$145K -$694 -17 -0.5%
TCOV
464
Trust Company of Vermont
Vermont
$135K -$16.3K -400 -11%
VAMG
465
Voisard Asset Management Group
Michigan
$135K – – –
ADL
466
Asset Dedication LLC
California
$134K – – –
CA
467
Clearstead Advisors
Ohio
$133K -$4K -98 -3%
HNB
468
Hilltop National Bank
Wyoming
$116K +$112K +2,743 New
BCWM
469
Bartlett & Co Wealth Management
Ohio
$111K -$35.8K -878 -25%
BLC
470
Brown, Lisle/Cummings
Rhode Island
$110K -$9.19K -225 -8%
HBT
471
Hills Bank & Trust
Iowa
$106K +$102K +2,500 New
CFB
472
Cullen/Frost Bankers
Texas
$92.7K – – –
AA
473
Ancora Advisors
Ohio
$89.4K – – –
FFA
474
Farther Finance Advisors
California
$81.7K -$8.86K -217 -10%
BL
475
BFSG LLC
California
$81.2K +$78.5K +1,923 New
17 18
19
20 21