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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
551
Kestra Investment Management
Texas
$24.6K +$25.5K +563 New
Q1WB
552
Quest 10 Wealth Builders
Virginia
$23.2K +$24.1K +532 New
SIS
553
Strategic Investment Solutions
Illinois
$23.2K – – –
FGC
554
Financial Gravity Companies
Texas
$22.3K – – –
BBHC
555
Brown Brothers Harriman & Co
New York
$20.1K – – –
CNBTD
556
Citizens National Bank Trust Department
Mississippi
$19.6K – – –
HWA
557
HHM Wealth Advisors
Tennessee
$19K – – –
DWM
558
Dogwood Wealth Management
Kansas
$18.8K – – –
RWM
559
Raffa Wealth Management
District of Columbia
$18.8K – – –
AWM
560
AllSquare Wealth Management
New York
$18.5K – – –
PA
561
Parallel Advisors
California
$18.4K – – –
PP
562
PFS Partners
New Jersey
$17.1K +$91 +2 +0.5%
DRP
563
Decker Retirement Planning
Utah
$16.6K +$17.2K +380 New
GIA
564
GHP Investment Advisors
Colorado
$16.5K +$91 +2 +0.5%
AIP
565
Ameritas Investment Partners
Nebraska
$16K -$2.71K -60 -14%
HWM
566
Hemington Wealth Management
Virginia
$15K – – –
T
567
Transce3nd
Texas
$14.8K +$15.3K +338 New
HWA
568
Heritage Wealth Advisors
Virginia
$14.7K +$15.2K +336 New
PGAM
569
Princeton Global Asset Management
New Jersey
$13.1K – – –
SL
570
Salomon & Ludwin
Virginia
$11.8K – – –
WT
571
Whittier Trust
California
$11K – – –
BTD
572
BankPlus Trust Department
Mississippi
$11K +$11.4K +251 New
SS
573
SBI Securities
Japan
$10.2K +$10.6K +234 New
PMFA
574
Plante Moran Financial Advisors
Michigan
$8.73K -$66.4K -1,468 -88%
CT
575
Caldwell Trust
Florida
$8.73K – – –
21 22
23
24 25