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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
451
Clearstead Advisors
Ohio
$297K +$240 +5 +0.1%
O3W
452
Omni 360 Wealth
New Jersey
$297K -$151K -3,150 -33%
TSS
453
Two Sigma Securities
New York
$293K +$299K +6,234 New
UAG
454
United Advisor Group
Ohio
$292K +$12.6K +263 +4%
CAG
455
Csenge Advisory Group
Florida
$290K +$296K +6,171 New
GWA
456
Gratus Wealth Advisors
Virginia
$290K – – –
AIA
457
Accelerate Investment Advisors
California
$289K -$15.4K -320 -5%
HP
458
Hilltop Partners
Indiana
$288K – – –
CWP
459
Cyndeo Wealth Partners
Florida
$285K +$528 +11 +0.2%
BRPW
460
Ballast Rock Private Wealth
South Carolina
$284K +$720 +15 +0.2%
NFG
461
Nations Financial Group
Iowa
$283K +$480 +10 +0.2%
AA
462
Advisory Advocates
Michigan
$283K +$48 +1 +0%
GPA
463
Guerra Pan Advisors
New Jersey
$281K -$55.2K -1,150 -16%
EWA
464
EP Wealth Advisors
California
$280K +$60.4K +1,258 +27%
MSFS
465
Main Street Financial Solutions
Pennsylvania
$279K – – –
PCA
466
Prosperity Capital Advisors
Ohio
$276K -$37.9K -790 -12%
CWP
467
Core Wealth Partners
California
$273K +$144 +3 +0.1%
VPW
468
Variant Private Wealth
Virginia
$273K +$961 +20 +0.3%
CFS
469
Commonwealth Financial Services
West Virginia
$272K – – –
KPWG
470
KFA Private Wealth Group
Virginia
$271K – – –
OPW
471
Oxler Private Wealth
New York
$267K +$1.49K +31 +0.5%
PFM
472
Peak Financial Management
Massachusetts
$265K -$12.6K -262 -4%
CAG
473
Crestwood Advisors Group
Massachusetts
$264K – – –
MWM
474
Maltin Wealth Management
New Jersey
$264K – – –
WAM
475
WealthTrust Asset Management
Florida
$258K +$263K +5,478 New
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19
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