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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
526
Raleigh Capital Management
North Carolina
$41.3K -$7.39K -168 -15%
IRC
527
Investors Research Corp
Georgia
$37.6K – – –
QWM
528
Quaker Wealth Management
New Jersey
$37K +$36.4K +827 New
GEA
529
Glen Eagle Advisors
New Jersey
$35.3K +$132 +3 +0.4%
PSFG
530
Park Square Financial Group
Georgia
$31.6K – – –
BIG
531
Brooklyn Investment Group
New York
$30.9K +$30.4K +692 New
CWM
532
Consultiva Wealth Management
Puerto Rico
$29.1K – – –
AEPWM
533
Atlantic Edge Private Wealth Management
Florida
$25.5K – – –
SC
534
SouthState Corp
Florida
$24K -$19.7K -448 -45%
SA
535
Scarborough Advisors
Maryland
$23.3K +$23K +522 New
TC
536
Truvestments Capital
Florida
$23.2K – – –
WTC
537
WhitTier Trust Company
Nevada
$23K +$22.6K +515 New
FGC
538
Financial Gravity Companies
Texas
$22.8K +$22.4K +510 New
FFWM
539
Future Financial Wealth Management
Ohio
$22.4K – – –
CAL
540
Capital Analysts LLC
Pennsylvania
$22K – – –
Q1WB
541
Quest 10 Wealth Builders
Virginia
$21.1K – – –
HFS
542
Hantz Financial Services
Michigan
$21K – – –
CNBTD
543
Citizens National Bank Trust Department
Mississippi
$20.1K – – –
AWM
544
Abound Wealth Management
Tennessee
$20.1K +$19.8K +450 New
DWM
545
Dogwood Wealth Management
Kansas
$19.5K – – –
HWA
546
HHM Wealth Advisors
Tennessee
$19.4K – – –
AWM
547
AllSquare Wealth Management
New York
$19K – – –
CI
548
CX Institutional
Indiana
$18K – – –
SIS
549
Sound Income Strategies
Florida
$17.9K -$3.69K -84 -17%
T
550
Transce3nd
Texas
$17.9K -$2.2K -50 -11%
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