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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
501
Richardson Capital Management
Wisconsin
$30.3K +$28.6K +746 New
WFA
502
West Financial Advisors
Iowa
$29.1K – – –
DWM
503
Dogwood Wealth Management
Kansas
$28.8K +$27.2K +710 New
NA
504
Nordwand Advisors
Pennsylvania
$28.5K +$26.9K +702 New
LFA
505
Livelsberger Financial Advisory
Ohio
$25.4K +$24K +625 New
GIA
506
GHP Investment Advisors
Colorado
$24.9K – – –
HNB
507
Huntington National Bank
Ohio
$23.7K – – –
RWM
508
Raffa Wealth Management
District of Columbia
$20.9K -$920 -24 -4%
AIP
509
Ameritas Investment Partners
Nebraska
$20.4K -$767 -20 -4%
SA
510
Scarborough Advisors
Maryland
$20.3K +$19.2K +501 New
PPC
511
Park Place Capital
Alabama
$20.3K – – –
CNBTD
512
Citizens National Bank Trust Department
Mississippi
$18.3K – – –
AWM
513
AllSquare Wealth Management
New York
$17.2K – – –
KFS
514
Kelly Financial Services
Massachusetts
$15.9K +$115 +3 +0.8%
PP
515
PFS Partners
New Jersey
$15.6K +$77 +2 +0.5%
IRC
516
Investors Research Corp
Georgia
$12.8K – – –
PGAM
517
Princeton Global Asset Management
New Jersey
$12.2K – – –
PWMG
518
Private Wealth Management Group
New Jersey
$12.2K +$11.5K +300 New
GI
519
Gradient Investments
Minnesota
$11.2K – – –
FG
520
Fairman Group
Pennsylvania
$10.6K +$10K +262 New
SL
521
Salomon & Ludwin
Virginia
$10.1K – – –
WT
522
Whittier Trust
California
$10K +$38 +1 +0.4%
ODG
523
O'Dell Group
Ohio
$9.37K +$8.86K +231 New
APC
524
Aspire Private Capital
North Carolina
$9K – – –
PIS
525
POM Investment Strategies
North Carolina
$8.52K +$8.05K +210 New
19 20
21
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