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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
451
Skyline Advisors
Washington
$248K -$42.5K -929 -15%
UWP
452
Uniting Wealth Partners
Kansas
$247K +$244K +5,337 New
ONSWM
453
Old North State Wealth Management
North Carolina
$245K +$242K +5,296 New
WF
454
Whelan Financial
California
$245K +$242K +5,293 New
AWA
455
Alta Wealth Advisors
Massachusetts
$234K +$20.7K +453 +10%
SWM
456
SeaCrest Wealth Management
New York
$234K -$20.6K -450 -8%
CPRC
457
Consolidated Portfolio Review Corp
New York
$230K +$229 +5 +0.1%
WFA
458
WMG Financial Advisors
Tennessee
$227K -$54.4K -1,188 -19%
RWM
459
Ritholtz Wealth Management
New York
$227K -$23.4K -512 -9%
NFG
460
Nations Financial Group
Iowa
$227K +$412 +9 +0.2%
CPC
461
CFC Planning Company
Indiana
$226K – – –
RMP
462
Richards, Merrill & Peterson
Washington
$223K – – –
HF
463
HRT Financial
New York
$223K -$290K -6,348 -57%
GJWM
464
Gilliland Jeter Wealth Management
Arkansas
$221K +$275 +6 +0.1%
PPG
465
Peak Planning Group
Colorado
$220K -$95.3K -2,082 -30%
SS
466
Sunbelt Securities
Texas
$219K -$2.56K -56 -1%
NWA
467
Navis Wealth Advisors
New York
$218K +$215K +4,707 New
WMA
468
West Michigan Advisors
Michigan
$217K -$68.3K -1,493 -24%
PFP
469
Paragon Financial Partners
California
$217K – – –
BCM
470
Brookstone Capital Management
Illinois
$216K +$213K +4,663 New
GFG
471
Grantvest Financial Group
New Jersey
$215K – – –
GFA
472
Gallagher Fiduciary Advisors
Illinois
$214K +$46 +1 +0%
PWP
473
Prasad Wealth Partners
Ohio
$214K +$212K +4,623 New
CAM
474
Clark Asset Management
New Hampshire
$209K +$207K +4,522 New
MCCP
475
Mission Creek Capital Partners
California
$207K -$147K -3,205 -42%
17 18
19
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