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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
501
Princeton Global Asset Management
New Jersey
$12K – – –
HWA
502
Heritage Wealth Advisors
Virginia
$11.8K +$11.8K +294 New
GI
503
Gradient Investments
Minnesota
$11.1K – – –
CWA
504
Clearview Wealth Advisors
Oregon
$10.6K +$40 +1 +0.4%
BC
505
Bartlett & Co
Ohio
$10K – – –
BCWM
506
Bartlett & Co Wealth Management
Ohio
$9.8K – – –
BLC
507
Brown, Lisle/Cummings
Rhode Island
$9.04K – – –
APC
508
Aspire Private Capital
North Carolina
$8.92K – – –
LWP
509
Lumature Wealth Partners
Georgia
$8.63K +$8.62K +215 New
CT
510
Caldwell Trust
Florida
$8.03K – – –
SCA
511
Stonebridge Capital Advisors
Minnesota
$8.03K – – –
GM
512
GeoWealth Management
Illinois
$8K +$7.89K +197 New
NC
513
NewSquare Capital
Pennsylvania
$6.67K – – –
DI
514
Disciplined Investments
Oklahoma
$6.26K – – –
CSB
515
City State Bank
Iowa
$6K – – –
SIC
516
Salem Investment Counselors
North Carolina
$5.94K – – –
CP
517
Castleview Partners
Texas
$5.5K +$1.92K +48 +54%
RTC
518
Riverview Trust Company
Washington
$4.3K +$4.29K +107 New
CSPIA
519
Cary Street Partners Investment Advisory
Virginia
$4.02K – – –
EAM
520
Eukles Asset Management
Ohio
$2.45K – – –
CA
521
Calton & Associates
Florida
– -$2.05M -51,352 Closed
ACM
522
AlphaStar Capital Management
North Carolina
– -$1.61M -40,255 Closed
SWM
523
Shelton Wealth Management
Texas
– -$1.54M -38,629 Closed
BCP
524
Blackhawk Capital Partners
Wisconsin
– -$1.38M -34,461 Closed
AWAP
525
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$963K -24,139 Closed
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