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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
UWP
451
Uniting Wealth Partners
Kansas
$247K +$244K +5,337 New
ONSWM
452
Old North State Wealth Management
North Carolina
$245K +$242K +5,296 New
WF
453
Whelan Financial
California
$245K +$242K +5,293 New
AWA
454
Alta Wealth Advisors
Massachusetts
$234K +$20.7K +453 +10%
SWM
455
SeaCrest Wealth Management
New York
$234K -$20.6K -450 -8%
CPRC
456
Consolidated Portfolio Review Corp
New York
$230K +$229 +5 +0.1%
WFA
457
WMG Financial Advisors
Tennessee
$227K -$54.4K -1,188 -19%
RWM
458
Ritholtz Wealth Management
New York
$227K -$23.4K -512 -9%
NFG
459
Nations Financial Group
Iowa
$227K +$412 +9 +0.2%
CPC
460
CFC Planning Company
Indiana
$226K – – –
RMP
461
Richards, Merrill & Peterson
Washington
$223K – – –
HF
462
HRT Financial
New York
$223K -$290K -6,348 -57%
GJWM
463
Gilliland Jeter Wealth Management
Arkansas
$221K +$275 +6 +0.1%
PPG
464
Peak Planning Group
Colorado
$220K -$95.3K -2,082 -30%
SS
465
Sunbelt Securities
Texas
$219K -$2.56K -56 -1%
NWA
466
Navis Wealth Advisors
New York
$218K +$215K +4,707 New
WMA
467
West Michigan Advisors
Michigan
$217K -$68.3K -1,493 -24%
PFP
468
Paragon Financial Partners
California
$217K – – –
BCM
469
Brookstone Capital Management
Illinois
$216K +$213K +4,663 New
GFG
470
Grantvest Financial Group
New Jersey
$215K – – –
GFA
471
Gallagher Fiduciary Advisors
Illinois
$214K +$46 +1 +0%
PWP
472
Prasad Wealth Partners
Ohio
$214K +$212K +4,623 New
CAM
473
Clark Asset Management
New Hampshire
$209K +$207K +4,522 New
MCCP
474
Mission Creek Capital Partners
California
$207K -$147K -3,205 -42%
VWA
475
Visionary Wealth Advisors
Illinois
$207K +$205K +4,478 New
17 18
19
20 21