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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
76
1ST Source Bank
Indiana
$8.1M -$624K -13,796 -7%
WIA
77
World Investment Advisors
California
$7.97M +$1.59M +35,186 +24%
BWA
78
BlueChip Wealth Advisors
Georgia
$7.91M +$341K +7,543 +4%
UL
79
Unionview LLC
Washington
$7.85M -$24.3K -537 -0.3%
GWP
80
Gateway Wealth Partners
Wisconsin
$7.76M +$945K +20,891 +13%
CCFM
81
Clear Creek Financial Management
Washington
$7.61M +$15.7K +347 +0.2%
CWM
82
Concentrum Wealth Management
California
$7.57M +$760K +16,803 +11%
CA
83
Crumly & Associates
Illinois
$7.44M -$10K -221 -0.1%
OC
84
Oppenheimer & Co
New York
$7.29M +$55.7K +1,232 +0.7%
AI
85
Atria Investments
North Carolina
$7.21M +$735K +16,244 +11%
FTUS
86
Flow Traders U.S.
New York
$7.14M +$7.41M +163,704 New
HSWS
87
Higgins & Schmidt Wealth Strategies
Colorado
$7.04M -$7.33M -162,041 -50%
PVI
88
Pine Valley Investments
New Jersey
$6.98M +$51.1K +1,130 +0.7%
BPA
89
Beacon Pointe Advisors
California
$6.93M -$72.8K -1,609 -1%
SFWC
90
Strategic Family Wealth Counselors
New Jersey
$6.87M +$73.5K +1,625 +1%
BCI
91
Brinker Capital Investments
Pennsylvania
$6.79M -$247K -5,450 -3%
OPS
92
Orion Portfolio Solutions
Nebraska
$6.79M -$247K -5,450 -3%
HIS
93
Harvest Investment Services
Illinois
$6.67M +$10.7K +236 +0.2%
IWM
94
IHT Wealth Management
Illinois
$6.59M -$998K -22,051 -13%
CAS
95
Coppell Advisory Solutions
Texas
$6.58M -$1.51M -33,313 -18%
AWM
96
AE Wealth Management
Kansas
$6.57M -$5.34M -117,990 -44%
WS
97
Wedbush Securities
California
$6.48M -$2.06M -45,451 -23%
AF
98
Allworth Financial
California
$6.3M -$780K -17,229 -11%
DFA
99
DHJJ Financial Advisors
Illinois
$6.24M -$216K -4,775 -3%
CCIA
100
Cherry Creek Investment Advisors
Colorado
$6.2M -$41.8K -923 -0.6%
2 3
4
5 6