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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
476
Sax Wealth Advisors
New Jersey
$256K – – –
RMP
477
Richards, Merrill & Peterson
Washington
$256K +$9.56K +199 +4%
BCM
478
Brookstone Capital Management
Illinois
$252K +$15K +312 +6%
APP
479
Avantax Planning Partners
Iowa
$252K -$39.6K -825 -13%
TCIIS
480
TIAA-CREF Individual & Institutional Services
New York
$252K +$257K +5,358 New
TCWM
481
Total Clarity Wealth Management
Illinois
$252K +$3.84K +80 +2%
SA
482
Skyline Advisors
Washington
$252K +$816 +17 +0.3%
DWM
483
Diversify Wealth Management
Utah
$252K +$42.4K +882 +20%
UWP
484
Uniting Wealth Partners
Kansas
$251K – – –
NP
485
Nilsine Partners
Colorado
$249K -$13.2K -275 -5%
WF
486
Whelan Financial
California
$249K – – –
FWA
487
FSM Wealth Advisors
Ohio
$249K -$7.3K -152 -3%
PWP
488
Prasad Wealth Partners
Ohio
$243K +$22.2K +463 +10%
HFA
489
Hershey Financial Advisers
Pennsylvania
$241K +$246K +5,118 New
FWI
490
Facet Wealth Inc
Maryland
$236K -$26.6K -553 -10%
SWM
491
SeaCrest Wealth Management
New York
$235K -$48 -1 -0%
SPWM
492
Smith Partners Wealth Management
North Carolina
$232K – – –
KIM
493
Kestra Investment Management
Texas
$232K +$14.8K +308 +7%
AIM
494
Axiom Investment Management
New York
$232K +$236K +4,923 New
SIS
495
Sound Income Strategies
Florida
$231K -$44.2K -920 -16%
NWA
496
Navis Wealth Advisors
New York
$229K +$8.21K +171 +4%
CPC
497
CFC Planning Company
Indiana
$229K – – –
RWM
498
Ritholtz Wealth Management
New York
$229K +$240 +5 +0.1%
VDC
499
Van Diest Capital
Iowa
$227K -$15.1K -314 -6%
AWM
500
Avior Wealth Management
Nebraska
$226K +$20.9K +436 +10%
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