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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
601
Ameritas Investment Partners
Nebraska
$15.3K – – –
MWPCG
602
Measured Wealth Private Client Group
New Hampshire
$15K +$14.8K +311 New
HWP
603
Highline Wealth Partners
California
$14.1K +$14K +293 New
SL
604
Salomon & Ludwin
Virginia
$13.1K – – –
RDFA
605
Ritter Daniher Financial Advisory
Ohio
$13.1K +$6.05K +127 +87%
KFP
606
Kerr Financial Planning
California
$12.3K – – –
PP
607
PFS Partners
New Jersey
$11.9K +$95 +2 +0.8%
LWM
608
Lodestone Wealth Management
Washington
$11.7K – – –
OWP
609
ORG Wealth Partners
Texas
$11.4K – – –
SC
610
Swan Capital
Florida
$11.3K – – –
HBW
611
Hazlett, Burt & Watson
West Virginia
$10K – – –
GIA
612
GHP Investment Advisors
Colorado
$9.04K +$48 +1 +0.5%
SCM
613
Sterling Capital Management
North Carolina
$8.58K – – –
TSMHT
614
Thurston Springer Miller Herd & Titak
Indiana
$7.47K – – –
SIC
615
Salem Investment Counselors
North Carolina
$7.13K – – –
BWS
616
Buck Wealth Strategies
Colorado
$7.08K +$7K +147 New
WT
617
Whittier Trust
California
$6.92K +$48 +1 +0.7%
LC
618
Luminist Capital
Michigan
$6.74K +$6.67K +140 New
LAS
619
Lloyd Advisory Services
Georgia
$6.53K +$6.48K +136 New
DF
620
Downshift Financial
Colorado
$6.5K +$6.43K +135 New
WTC
621
WhitTier Trust Company
Nevada
$6.23K – – –
HFS
622
Hughes Financial Services
Virginia
$6.12K -$8.96K -188 -60%
RPA
623
Redwood Park Advisors
California
$6.02K – – –
HNB
624
Huntington National Bank
Ohio
$5.73K – – –
CFP
625
Comprehensive Financial Planning
Pennsylvania
$5.44K – – –
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25
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