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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
501
Gradient Investments
Minnesota
$11.1K – – –
CWA
502
Clearview Wealth Advisors
Oregon
$10.6K +$40 +1 +0.4%
BC
503
Bartlett & Co
Ohio
$10K – – –
BCWM
504
Bartlett & Co Wealth Management
Ohio
$9.8K – – –
BLC
505
Brown, Lisle/Cummings
Rhode Island
$9.04K – – –
APC
506
Aspire Private Capital
North Carolina
$8.92K – – –
LWP
507
Lumature Wealth Partners
Georgia
$8.63K +$8.62K +215 New
CT
508
Caldwell Trust
Florida
$8.03K – – –
SCA
509
Stonebridge Capital Advisors
Minnesota
$8.03K – – –
GM
510
GeoWealth Management
Illinois
$8K +$7.89K +197 New
NC
511
NewSquare Capital
Pennsylvania
$6.67K – – –
DI
512
Disciplined Investments
Oklahoma
$6.26K – – –
CSB
513
City State Bank
Iowa
$6K – – –
SIC
514
Salem Investment Counselors
North Carolina
$5.94K – – –
CP
515
Castleview Partners
Texas
$5.5K +$1.92K +48 +54%
RTC
516
Riverview Trust Company
Washington
$4.3K +$4.29K +107 New
CSPIA
517
Cary Street Partners Investment Advisory
Virginia
$4.02K – – –
EAM
518
Eukles Asset Management
Ohio
$2.45K – – –
SG
519
StoneX Group
New York
– -$8.44M -211,495 Closed
CA
520
Calton & Associates
Florida
– -$2.05M -51,352 Closed
ACM
521
AlphaStar Capital Management
North Carolina
– -$1.61M -40,255 Closed
SWM
522
Shelton Wealth Management
Texas
– -$1.54M -38,629 Closed
BCP
523
Blackhawk Capital Partners
Wisconsin
– -$1.38M -34,461 Closed
AWAP
524
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$963K -24,139 Closed
FFG
525
Ford Financial Group
California
– -$941K -23,581 Closed
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