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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
VDC
501
Van Diest Capital
Iowa
$227K -$15.1K -314 -6%
AWM
502
Avior Wealth Management
Nebraska
$226K +$20.9K +436 +10%
PFP
503
Paragon Financial Partners
California
$225K – – –
SS
504
Sunbelt Securities
Texas
$225K +$864 +18 +0.4%
PWM
505
Platt Wealth Management
California
$224K +$229K +4,766 New
WMA
506
West Michigan Advisors
Michigan
$222K +$336 +7 +0.1%
GFA
507
Gallagher Fiduciary Advisors
Illinois
$221K +$48 +1 +0%
GJWM
508
Gilliland Jeter Wealth Management
Arkansas
$219K +$336 +7 +0.2%
AWM
509
Aprio Wealth Management
Georgia
$217K +$1.25K +26 +0.6%
TWM
510
Tortuga Wealth Management
California
$216K -$6.48K -135 -3%
FIT
511
Financially in Tune
Massachusetts
$214K – – –
VWA
512
Visionary Wealth Advisors
Illinois
$214K +$3.46K +72 +2%
TC
513
Trilogy Capital
California
$209K -$69.8K -1,454 -25%
GPWA
514
Gaddis Premier Wealth Advisors
Oklahoma
$207K – – –
WKSWA
515
White Knight Strategic Wealth Advisors
New Jersey
$206K -$37.6K -782 -15%
AFC
516
Avise Financial Cooperative
California
$203K -$113K -2,353 -35%
SWMG
517
Signature Wealth Management Group
Georgia
$201K +$205K +4,272 New
BDPWM
518
Barnes Dennig Private Wealth Management
Ohio
$162K – – –
HHCP
519
Hilton Head Capital Partners
South Carolina
$158K – – –
RWM
520
Rialto Wealth Management
New York
$149K – – –
SAM
521
Smartleaf Asset Management
Massachusetts
$148K -$40.5K -843 -21%
GWP
522
Gen-Wealth Partners
Michigan
$147K – – –
DWM
523
Darwin Wealth Management
Florida
$140K +$528 +11 +0.4%
BLC
524
Brown, Lisle/Cummings
Rhode Island
$122K – – –
PWAM
525
Private Wealth Asset Management
Iowa
$120K +$122K +2,550 New
19 20
21
22 23