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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
451
RDA Financial Network
Iowa
$296K +$5.74K +125 +2%
MC
452
Moors & Cabot
Massachusetts
$291K -$16.3K -355 -5%
CA
453
Clearstead Advisors
Ohio
$291K +$321 +7 +0.1%
APP
454
Avantax Planning Partners
Iowa
$285K – – –
GWA
455
Gratus Wealth Advisors
Virginia
$284K – – –
HP
456
Hilltop Partners
Indiana
$282K – – –
CWP
457
Cyndeo Wealth Partners
Florida
$279K +$5.46K +119 +2%
BRPW
458
Ballast Rock Private Wealth
South Carolina
$278K +$276K +6,022 New
AA
459
Advisory Advocates
Michigan
$277K +$276K +6,016 New
NFG
460
Nations Financial Group
Iowa
$277K +$51K +1,111 +23%
SIS
461
Sound Income Strategies
Florida
$277K +$249K +5,428 +1,357%
UAG
462
United Advisor Group
Ohio
$274K -$126K -2,737 -32%
MSFS
463
Main Street Financial Solutions
Pennsylvania
$274K – – –
TC
464
Trilogy Capital
California
$272K -$122K -2,657 -31%
PFM
465
Peak Financial Management
Massachusetts
$272K – – –
CWP
466
Core Wealth Partners
California
$268K +$184 +4 +0.1%
CFS
467
Commonwealth Financial Services
West Virginia
$267K – – –
VPW
468
Variant Private Wealth
Virginia
$266K -$19.3K -420 -7%
KPWG
469
KFA Private Wealth Group
Virginia
$266K -$13.5K -295 -5%
FWI
470
Facet Wealth Inc
Maryland
$264K +$256K +5,570 New
OPW
471
Oxler Private Wealth
New York
$261K +$1.79K +39 +0.7%
EGM
472
Engineers Gate Manager
New York
$260K +$259K +5,640 New
CAG
473
Crestwood Advisors Group
Massachusetts
$259K +$54.5K +1,186 +27%
MWM
474
Maltin Wealth Management
New Jersey
$259K – – –
SWA
475
Sax Wealth Advisors
New Jersey
$256K -$15.6K -340 -6%
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19
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