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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
501
PFS Partners
New Jersey
$15.3K -$9.08K -227 -37%
WWM
502
Wolff Wiese Magana
California
$14.1K – – –
HS
503
Horan Securities
United States
$13.8K – – –
FWA
504
FSC Wealth Advisors
New York
$13.5K – – –
IRC
505
Investors Research Corp
Georgia
$12.7K – – –
PGAM
506
Princeton Global Asset Management
New Jersey
$12K – – –
CTWM
507
Cherry Tree Wealth Management
Minnesota
$11.2K +$11.2K +280 New
CWA
508
Clearview Wealth Advisors
Oregon
$10.7K +$80 +2 +0.8%
CCM
509
Chilton Capital Management
Texas
$9.02K +$9K +225 New
BLC
510
Brown, Lisle/Cummings
Rhode Island
$9.02K – – –
APC
511
Aspire Private Capital
North Carolina
$8.9K – – –
SIS
512
Sound Income Strategies
Florida
$8.2K +$8.16K +204 New
CT
513
Caldwell Trust
Florida
$8.02K – – –
SCA
514
Stonebridge Capital Advisors
Minnesota
$8.02K – – –
HF
515
Halpern Financial
Virginia
$7.66K +$7.64K +191 New
WWP
516
WR Wealth Planners
Missouri
$6.89K +$6.88K +172 New
DI
517
Disciplined Investments
Oklahoma
$6.25K – – –
CSB
518
City State Bank
Iowa
$6K – – –
CP
519
Castleview Partners
Texas
$5.49K – – –
HFS
520
HBC Financial Services
Washington
$5K +$5.8K +145 New
CSPIA
521
Cary Street Partners Investment Advisory
Virginia
$4.01K – – –
ODG
522
O'Dell Group
Ohio
$3.01K +$3K +75 New
IPW
523
Impact Partnership Wealth
Georgia
$2.65K +$2.64K +66 New
EAM
524
Eukles Asset Management
Ohio
$2.44K – – –
HF
525
HRT Financial
New York
– -$5.37M -133,666 Closed
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