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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
601
Plante Moran Financial Advisors
Michigan
$17.1K +$7.34K +154 +77%
CWM
602
Copia Wealth Management
Oregon
$16.7K – – –
HWA
603
Heritage Wealth Advisors
Virginia
$16.2K – – –
MWM
604
Mosley Wealth Management
California
$16.1K +$6.05K +127 +61%
SFAM
605
Sawyer Falduto Asset Management
Illinois
$16K – – –
AIP
606
Ameritas Investment Partners
Nebraska
$15.3K – – –
MWPCG
607
Measured Wealth Private Client Group
New Hampshire
$15K +$14.8K +311 New
HWP
608
Highline Wealth Partners
California
$14.1K +$14K +293 New
SL
609
Salomon & Ludwin
Virginia
$13.1K – – –
RDFA
610
Ritter Daniher Financial Advisory
Ohio
$13.1K +$6.05K +127 +87%
KFP
611
Kerr Financial Planning
California
$12.3K – – –
PP
612
PFS Partners
New Jersey
$11.9K +$95 +2 +0.8%
LWM
613
Lodestone Wealth Management
Washington
$11.7K – – –
OWP
614
ORG Wealth Partners
Texas
$11.4K – – –
SC
615
Swan Capital
Florida
$11.3K – – –
HBW
616
Hazlett, Burt & Watson
West Virginia
$10K – – –
GIA
617
GHP Investment Advisors
Colorado
$9.04K +$48 +1 +0.5%
SCM
618
Sterling Capital Management
North Carolina
$8.58K – – –
TSMHT
619
Thurston Springer Miller Herd & Titak
Indiana
$7.47K – – –
SIC
620
Salem Investment Counselors
North Carolina
$7.13K – – –
BWS
621
Buck Wealth Strategies
Colorado
$7.08K +$7K +147 New
WT
622
Whittier Trust
California
$6.92K +$48 +1 +0.7%
LC
623
Luminist Capital
Michigan
$6.74K +$6.67K +140 New
LAS
624
Lloyd Advisory Services
Georgia
$6.53K +$6.48K +136 New
DF
625
Downshift Financial
Colorado
$6.5K +$6.43K +135 New
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