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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
451
Accelerate Investment Advisors
California
$298K -$4.78K -104 -2%
RFN
452
RDA Financial Network
Iowa
$296K +$5.74K +125 +2%
MC
453
Moors & Cabot
Massachusetts
$291K -$16.3K -355 -5%
CA
454
Clearstead Advisors
Ohio
$291K +$321 +7 +0.1%
APP
455
Avantax Planning Partners
Iowa
$285K – – –
GWA
456
Gratus Wealth Advisors
Virginia
$284K – – –
HP
457
Hilltop Partners
Indiana
$282K – – –
CWP
458
Cyndeo Wealth Partners
Florida
$279K +$5.46K +119 +2%
BRPW
459
Ballast Rock Private Wealth
South Carolina
$278K +$276K +6,022 New
AA
460
Advisory Advocates
Michigan
$277K +$276K +6,016 New
NFG
461
Nations Financial Group
Iowa
$277K +$51K +1,111 +23%
SIS
462
Sound Income Strategies
Florida
$277K +$249K +5,428 +1,357%
UAG
463
United Advisor Group
Ohio
$274K -$126K -2,737 -32%
MSFS
464
Main Street Financial Solutions
Pennsylvania
$274K – – –
TC
465
Trilogy Capital
California
$272K -$122K -2,657 -31%
PFM
466
Peak Financial Management
Massachusetts
$272K – – –
OMIC
467
Old Mission Investment Co
Michigan
$268K – – –
CWP
468
Core Wealth Partners
California
$268K +$184 +4 +0.1%
CFS
469
Commonwealth Financial Services
West Virginia
$267K – – –
VPW
470
Variant Private Wealth
Virginia
$266K -$19.3K -420 -7%
KPWG
471
KFA Private Wealth Group
Virginia
$266K -$13.5K -295 -5%
FWI
472
Facet Wealth Inc
Maryland
$264K +$256K +5,570 New
OPW
473
Oxler Private Wealth
New York
$261K +$1.79K +39 +0.7%
EGM
474
Engineers Gate Manager
New York
$260K +$259K +5,640 New
CAG
475
Crestwood Advisors Group
Massachusetts
$259K +$54.5K +1,186 +27%
17 18
19
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