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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$10.5M +$1.94M +49,558 +23%
DAS
77
Dynamic Advisor Solutions
Arizona
$10.4M +$166K +4,246 +2%
SWAG
78
Spectrum Wealth Advisory Group
California
$10.4M -$176K -4,508 -2%
BRWA
79
B. Riley Wealth Advisors
Florida
$10.4M +$606K +15,530 +6%
SWM
80
Spire Wealth Management
Virginia
$10.4M +$1.18M +30,325 +13%
LNC
81
Lincoln National Corp
Pennsylvania
$10.3M +$280K +7,168 +3%
PI
82
PFS Investments
Georgia
$10.3M +$2.4M +61,345 +31%
CCFM
83
Clear Creek Financial Management
Washington
$10.2M +$2.95M +75,564 +42%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$10.2M +$3.35M +85,666 +50%
SOS
85
Silver Oak Securities
Tennessee
$9.82M -$2.47M -63,180 -20%
FA
86
FDx Advisors
Illinois
$9.76M -$8.55M -219,033 -47%
FCM
87
Family Capital Management
Michigan
$9.73M +$9.52M +243,775 New
WI
88
Wintrust Investments
Illinois
$9.65M +$822K +21,047 +10%
BPA
89
Beacon Pointe Advisors
California
$9.35M +$1.16M +29,746 +15%
LWAC
90
Laurel Wealth Advisors (California)
California
$9.34M +$1.27M +32,541 +16%
AIP
91
Ahrens Investment Partners
Louisiana
$9.21M +$8.15M +208,737 +943%
SCA
92
Snowden Capital Advisors
New York
$9.06M -$314K -8,037 -3%
CWM
93
Centurion Wealth Management
Virginia
$9.02M +$8.82M +225,911 New
AWM
94
AE Wealth Management
Kansas
$8.95M -$240K -6,158 -3%
CA
95
Crumly & Associates
Illinois
$8.66M -$289K -7,412 -3%
WIP
96
WealthCare Investment Partners
Rhode Island
$8.65M +$382K +9,778 +5%
SG
97
StoneX Group
New York
$8.44M -$845K -21,641 -9%
AI
98
Atria Investments
North Carolina
$8.43M -$98K -2,509 -1%
1SB
99
1ST Source Bank
Indiana
$8.31M -$226K -5,782 -3%
BPFA
100
Barnes Pettey Financial Advisors
Mississippi
$8.06M +$822K +21,047 +12%
2 3
4
5 6