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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
501
Annis Gardner Whiting Capital Advisors
Florida
$38.3K – – –
CWM
502
Compass Wealth Management
Connecticut
$37.5K – – –
RCM
503
Raleigh Capital Management
North Carolina
$35.8K -$79K -1,935 -70%
IRC
504
Investors Research Corp
Georgia
$35.6K +$21.5K +526 +166%
LWANC
505
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.7K – – –
WFA
506
West Financial Advisors
Iowa
$30.3K – – –
KA
507
Kozak & Associates
Colorado
$26.6K -$24K -587 -48%
GIA
508
GHP Investment Advisors
Colorado
$26.2K +$286 +7 +1%
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$24.3K -$13.6K -333 -37%
DWM
510
Dogwood Wealth Management
Kansas
$22.9K -$6.9K -169 -24%
LI
511
LRI Investments
Florida
$21.7K +$21K +514 New
SA
512
Scarborough Advisors
Maryland
$21.4K +$245 +6 +1%
AIP
513
Ameritas Investment Partners
Nebraska
$21.2K – – –
PPC
514
Park Place Capital
Alabama
$21.1K – – –
FRA
515
Front Row Advisors
California
$19.7K +$18K +442 +1,768%
CNBTD
516
Citizens National Bank Trust Department
Mississippi
$19K – – –
RWM
517
Raffa Wealth Management
District of Columbia
$18.2K -$3.43K -84 -16%
AWM
518
AllSquare Wealth Management
New York
$17.9K – – –
KFS
519
Kelly Financial Services
Massachusetts
$16.6K +$82 +2 +0.5%
PP
520
PFS Partners
New Jersey
$16.3K +$41 +1 +0.3%
PGAM
521
Princeton Global Asset Management
New Jersey
$12.7K – – –
SL
522
Salomon & Ludwin
Virginia
$11.4K – – –
WT
523
Whittier Trust
California
$10.6K +$122 +3 +1%
APC
524
Aspire Private Capital
North Carolina
$9.38K – – –
CT
525
Caldwell Trust
Florida
$8.45K – – –
19 20
21
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