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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
476
Maltin Wealth Management
New Jersey
$259K – – –
SWA
477
Sax Wealth Advisors
New Jersey
$256K -$15.6K -340 -6%
NP
478
Nilsine Partners
Colorado
$254K +$321 +7 +0.1%
FWA
479
FSM Wealth Advisors
Ohio
$251K -$1.79K -39 -0.7%
UWP
480
Uniting Wealth Partners
Kansas
$246K – – –
SA
481
Skyline Advisors
Washington
$246K -$1.06K -23 -0.4%
WF
482
Whelan Financial
California
$244K – – –
TA
483
TFB Advisors
Kansas
$244K -$13.4K -291 -5%
TCWM
484
Total Clarity Wealth Management
Illinois
$243K -$5.74K -125 -2%
RMP
485
Richards, Merrill & Peterson
Washington
$241K +$18.8K +410 +8%
WKSWA
486
White Knight Strategic Wealth Advisors
New Jersey
$238K +$35.9K +782 +18%
OBWA
487
Oak Barrel Wealth Advisory
Virginia
$238K +$237K +5,159 New
VDC
488
Van Diest Capital
Iowa
$236K +$236K +5,131 New
BCM
489
Brookstone Capital Management
Illinois
$233K +$18K +392 +8%
TWP
490
Triad Wealth Partners
Kansas
$232K +$231K +5,037 New
SWM
491
SeaCrest Wealth Management
New York
$230K -$3.67K -80 -2%
SPWM
492
Smith Partners Wealth Management
North Carolina
$228K +$227K +4,940 New
CPC
493
CFC Planning Company
Indiana
$225K – – –
RWM
494
Ritholtz Wealth Management
New York
$224K -$1.7K -37 -0.8%
SS
495
Sunbelt Securities
Texas
$219K +$1.01K +22 +0.5%
TWM
496
Tortuga Wealth Management
California
$218K +$217K +4,730 New
WMA
497
West Michigan Advisors
Michigan
$217K +$459 +10 +0.2%
NWA
498
Navis Wealth Advisors
New York
$217K – – –
GFA
499
Gallagher Fiduciary Advisors
Illinois
$216K +$3.08K +67 +1%
PWP
500
Prasad Wealth Partners
Ohio
$216K +$3.35K +73 +2%
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