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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
601
PFS Partners
New Jersey
$11.5K +$48 +1 +0.4%
LWM
602
Lodestone Wealth Management
Washington
$11.4K – – –
OWP
603
ORG Wealth Partners
Texas
$11.1K – – –
SC
604
Swan Capital
Florida
$11K – – –
MWM
605
Mosley Wealth Management
California
$9.62K +$9.99K +208 New
SS
606
SBI Securities
Japan
$9.5K +$5K +104 +106%
PMFA
607
Plante Moran Financial Advisors
Michigan
$9.41K – – –
TWIM
608
TIAA Wealth Investment Management
New York
$9.27K +$9.46K +197 New
HBW
609
Hazlett, Burt & Watson
West Virginia
$9K – – –
GIA
610
GHP Investment Advisors
Colorado
$8.77K -$5.86K -122 -39%
SCM
611
Sterling Capital Management
North Carolina
$8.37K – – –
TSMHT
612
Thurston Springer Miller Herd & Titak
Indiana
$7.29K – – –
SIC
613
Salem Investment Counselors
North Carolina
$6.96K +$7.11K +148 New
RDFA
614
Ritter Daniher Financial Advisory
Ohio
$6.86K -$4.75K -99 -40%
WT
615
Whittier Trust
California
$6.65K +$48 +1 +0.7%
WTC
616
WhitTier Trust Company
Nevada
$5.98K -$4.9K -102 -45%
RPA
617
Redwood Park Advisors
California
$5.88K – – –
AEPWM
618
Atlantic Edge Private Wealth Management
Florida
$5.64K – – –
SWM
619
SHP Wealth Management
Massachusetts
$5.49K +$5.62K +117 New
CFP
620
Comprehensive Financial Planning
Pennsylvania
$5.31K – – –
POIA
621
Pin Oak Investment Advisors
Texas
$5K – – –
CTC
622
Central Trust Company
Missouri
$4.94K – – –
EWM
623
Evolution Wealth Management
Florida
$4.94K +$5.04K +105 New
MCA
624
McGuire Capital Advisors
Oklahoma
$4.89K – – –
IA
625
IFG Advisory
Georgia
$4.7K -$19M -395,300 -100%
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