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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
451
Farther Finance Advisors
California
$77.5K -$1.65K -40 -2%
GJIA
452
Glass Jacobson Investment Advisors
Maryland
$77K – – –
OA
453
Operose Advisors
Wisconsin
$71.5K – – –
WTA
454
Washington Trust Advisors
Massachusetts
$70.3K – – –
NSIM
455
North Star Investment Management
Illinois
$68.1K +$9.91K +240 +17%
PMFA
456
Plante Moran Financial Advisors
Michigan
$68K – – –
SFC
457
Strategic Financial Concepts
Texas
$64.1K +$41.9M +1,014,567 +4,288%
BF
458
BOK Financial
Oklahoma
$64K -$187K -4,531 -74%
HCP
459
Hexagon Capital Partners
Arkansas
$63.3K – – –
EWA
460
EverSource Wealth Advisors
Alabama
$63.2K – – –
OC
461
Oakworth Capital
Alabama
$61.1K – – –
HFS
462
Horizon Financial Services
North Carolina
$59.5K – – –
RFG
463
REAP Financial Group
Texas
$56.9K – – –
CAM
464
Creekmur Asset Management
Illinois
$56.6K -$289 -7 -0.5%
HNB
465
Huntington National Bank
Ohio
$56.2K – – –
PP
466
Pacifica Partners
Canada
$53.9K – – –
AWM
467
Activest Wealth Management
Florida
$52.1K – – –
FCA
468
FinTrust Capital Advisors
South Carolina
$50.5K – – –
HPC
469
HM Payson & Co
Maine
$49.8K – – –
BCMLT
470
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.9K -$6.56K -159 -12%
NRG
471
Nemes Rush Group
Michigan
$46.5K – – –
RFA
472
Register Financial Advisors
Georgia
$45.4K – – –
FGAM
473
Financial Gravity Asset Management
Texas
$45.2K -$273K -6,612 -86%
VNA
474
Valley National Advisers
Pennsylvania
$44K – – –
AAG
475
Accordant Advisory Group
Maryland
$41.4K – – –
17 18
19
20 21