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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Caldwell Trust
Florida
$53.7K +$44.6K +1,004 +502%
BCMLT
527
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.9K +$311 +7 +0.6%
GK
528
Graney & King
New York
$51.7K +$267 +6 +0.5%
NRG
529
Nemes Rush Group
Michigan
$51.5K +$311 +7 +0.6%
RCM
530
Raleigh Capital Management
North Carolina
$48.7K +$1.11K +25 +2%
VNA
531
Valley National Advisers
Pennsylvania
$48K – – –
PP
532
Pacifica Partners
Canada
$47.4K – – –
AAG
533
Accordant Advisory Group
Maryland
$45.3K – – –
GWS
534
Glassman Wealth Services
Virginia
$44.2K – – –
SC
535
SouthState Corp
Florida
$43.9K +$43.8K +985 New
WT
536
Washington Trust
Rhode Island
$40.4K +$40.3K +907 New
CWM
537
Compass Wealth Management
Connecticut
$39.6K – – –
CFS
538
Compass Financial Services
Iowa
$38.5K +$267 +6 +0.7%
IRC
539
Investors Research Corp
Georgia
$37.5K – – –
GEA
540
Glen Eagle Advisors
New Jersey
$35.1K +$133 +3 +0.4%
PSFG
541
Park Square Financial Group
Georgia
$31.5K – – –
HCA
542
Heck Capital Advisors
Wisconsin
$29.2K -$154K -3,463 -84%
CWM
543
Consultiva Wealth Management
Puerto Rico
$29K +$28.9K +650 New
AEPWM
544
Atlantic Edge Private Wealth Management
Florida
$25.4K +$25.3K +570 New
SIS
545
Strategic Investment Solutions
Illinois
$23.7K – – –
TC
546
Truvestments Capital
Florida
$23.1K +$23.1K +519 New
FFWM
547
Future Financial Wealth Management
Ohio
$22.3K -$36.7K -825 -62%
CAL
548
Capital Analysts LLC
Pennsylvania
$22K +$21.5K +483 New
SIS
549
Sound Income Strategies
Florida
$21.6K +$21.5K +484 New
Q1WB
550
Quest 10 Wealth Builders
Virginia
$21K -$2.71K -61 -11%
20 21
22
23 24