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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
501
Visionary Wealth Advisors
Illinois
$219K +$95 +2 +0%
MCA
502
MSH Capital Advisors
Arizona
$219K +$216K +4,544 New
TWM
503
Tortuga Wealth Management
California
$218K -$2.86K -60 -1%
RFP
504
Root Financial Partners
California
$218K -$96.6K -2,027 -31%
TCIIS
505
TIAA-CREF Individual & Institutional Services
New York
$218K -$40.1K -842 -16%
TCWM
506
Total Clarity Wealth Management
Illinois
$216K -$41.7K -875 -16%
SWA
507
Sax Wealth Advisors
New Jersey
$215K -$47.1K -988 -18%
GWANC
508
Guardian Wealth Advisors (North Carolina)
North Carolina
$205K +$202K +4,250 New
AA
509
ACT Advisors
North Carolina
$201K +$199K +4,178 New
MAS
510
MPWM Advisory Solutions
Georgia
$200K -$226K -4,742 -53%
WPC
511
Wedmont Private Capital
Pennsylvania
$200K +$195K +4,091 New
GFG
512
Grantvest Financial Group
New Jersey
$200K +$198K +4,156 New
CFM
513
Compass Financial Management
Florida
$187K +$182K +3,817 New
BDPWM
514
Barnes Dennig Private Wealth Management
Ohio
$166K – – –
SAM
515
Smartleaf Asset Management
Massachusetts
$154K – – –
RWM
516
Rialto Wealth Management
New York
$152K – – –
CAS
517
Coppell Advisory Solutions
Texas
$152K +$2.93M +61,509 New
GWP
518
Gen-Wealth Partners
Michigan
$150K – – –
TCOV
519
Trust Company of Vermont
Vermont
$148K +$147K +3,080 New
DWM
520
Darwin Wealth Management
Florida
$139K -$3.43K -72 -2%
HHCP
521
Hilton Head Capital Partners
South Carolina
$135K -$26.7K -560 -17%
NB
522
NBT Bank
New York
$134K -$478K -10,039 -78%
DJSG
523
D.J. St. Germain
Massachusetts
$129K +$68.3K +1,434 +115%
PWAM
524
Private Wealth Asset Management
Iowa
$123K – – –
CMP
525
Coston McIsaac & Partners
Maine
$115K +$13.6K +285 +13%
19 20
21
22 23