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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Abound Wealth Management
Tennessee
$20.7K – – –
CNBTD
577
Citizens National Bank Trust Department
Mississippi
$20.7K – – –
HWA
578
HHM Wealth Advisors
Tennessee
$20K – – –
DWM
579
Dogwood Wealth Management
Kansas
$19.9K – – –
LGWM
580
Litman Gregory Wealth Management
California
$19.6K +$19.5K +425 New
RIL
581
Rothschild Investment LLC
Illinois
$16.4K +$16.3K +356 New
IIM
582
IFC & Insurance Marketing
California
$16K +$16.2K +352 New
HWA
583
Heritage Wealth Advisors
Virginia
$15.5K – – –
SFAM
584
Sawyer Falduto Asset Management
Illinois
$15.3K +$15.3K +333 New
JFGIW
585
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.2K – – –
AIP
586
Ameritas Investment Partners
Nebraska
$14.6K – – –
HFS
587
Hughes Financial Services
Virginia
$14.5K – – –
GIA
588
GHP Investment Advisors
Colorado
$14.2K +$138 +3 +1%
SL
589
Salomon & Ludwin
Virginia
$12.6K – – –
KFP
590
Kerr Financial Planning
California
$12.4K +$11.7K +254 New
RDFA
591
Ritter Daniher Financial Advisory
Ohio
$11.3K +$11.2K +245 New
PP
592
PFS Partners
New Jersey
$11.3K +$92 +2 +0.8%
LWM
593
Lodestone Wealth Management
Washington
$11.2K +$11.2K +243 New
OWP
594
ORG Wealth Partners
Texas
$10.9K – – –
SC
595
Swan Capital
Florida
$10.8K – – –
WTC
596
WhitTier Trust Company
Nevada
$10.6K +$10.5K +228 New
PMFA
597
Plante Moran Financial Advisors
Michigan
$9.22K – – –
HBW
598
Hazlett, Burt & Watson
West Virginia
$9K +$9.18K +200 New
SCM
599
Sterling Capital Management
North Carolina
$8.2K – – –
TSMHT
600
Thurston Springer Miller Herd & Titak
Indiana
$7.14K – – –
22 23
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