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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
76
Towerpoint Wealth
California
$7.09M +$51.4K +1,078 +0.7%
BC
77
Barrett & Company
Rhode Island
$7.06M +$574K +12,052 +9%
SFWC
78
Strategic Family Wealth Counselors
New Jersey
$7.02M +$22.3K +468 +0.3%
HFP
79
Holistic Financial Partners
Indiana
$6.97M -$4.22M -88,626 -38%
MA
80
Mutual Advisors
Nebraska
$6.91M +$574K +12,048 +9%
FFA
81
Farther Finance Advisors
California
$6.56M +$1.42M +29,736 +28%
SWGC
82
Summit Wealth Group (Colorado)
Colorado
$6.44M +$463K +9,722 +8%
PVI
83
Pine Valley Investments
New Jersey
$6.44M -$84.5K -1,773 -1%
KA
84
Kovack Advisors
Florida
$6.33M -$5.81K -122 -0.1%
RA
85
RFG Advisory
Alabama
$6.3M -$2.45M -51,466 -28%
1W
86
1776 Wealth
Georgia
$6.22M -$279K -5,856 -4%
IWM
87
IHT Wealth Management
Illinois
$5.98M -$149K -3,131 -2%
AF
88
Allworth Financial
California
$5.8M -$156K -3,269 -3%
CCFM
89
Clear Creek Financial Management
Washington
$5.69M -$296K -6,212 -5%
AWA
90
Arkadios Wealth Advisors
Georgia
$5.63M -$5.15M -108,078 -48%
HSWS
91
Higgins & Schmidt Wealth Strategies
Colorado
$5.54M -$94.4K -1,981 -2%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$5.41M -$80K -1,680 -1%
IAA
93
Independent Advisor Alliance
North Carolina
$5.3M -$6.76M -141,825 -56%
WWMSC
94
Wagner Wealth Management (South Carolina)
South Carolina
$5.18M -$141K -2,963 -3%
SWTS
95
Stonehaven Wealth & Tax Solutions
Wisconsin
$5.17M +$172K +3,609 +3%
SPC
96
Sigma Planning Corp
Michigan
$5.15M -$824K -17,302 -14%
HIS
97
Harvest Investment Services
Illinois
$5.12M +$191K +4,008 +4%
1SB
98
1ST Source Bank
Indiana
$4.97M -$1.89M -39,674 -28%
SCA
99
Snowden Capital Advisors
New York
$4.97M +$99.7K +2,092 +2%
BWG
100
Balanced Wealth Group
Ohio
$4.93M -$271K -5,697 -5%
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