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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
101
Clear Creek Financial Management
Washington
$5.57M -$763K -16,628 -12%
MA
102
Mutual Advisors
Nebraska
$5.56M +$20.4K +445 +0.4%
WWM
103
Western Wealth Management
Colorado
$5.52M +$653K +14,220 +13%
AWM
104
Axxcess Wealth Management
California
$5.52M +$5.5M +119,695 New
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$5.39M +$25.6K +558 +0.5%
WWMSC
106
Wagner Wealth Management (South Carolina)
South Carolina
$5.14M -$31.3K -682 -0.6%
BWG
107
Balanced Wealth Group
Ohio
$5.11M -$31.6K -688 -0.6%
MP
108
Moment Partners
California
$5.09M -$1.37M -29,751 -21%
BCI
109
Brinker Capital Investments
Pennsylvania
$4.96M -$67.9K -1,479 -1%
PWS
110
Proactive Wealth Strategies
Georgia
$4.83M -$13.9K -303 -0.3%
FCM
111
Family Capital Management
Michigan
$4.8M -$35K -763 -0.7%
AWM
112
AE Wealth Management
Kansas
$4.74M +$49K +1,067 +1%
SWTS
113
Stonehaven Wealth & Tax Solutions
Wisconsin
$4.71M +$168K +3,653 +4%
HIS
114
Harvest Investment Services
Illinois
$4.71M -$2.67M -58,208 -36%
KDA
115
Kraft Davis & Associates
Missouri
$4.65M -$315K -6,863 -6%
SG
116
StoneX Group
New York
$4.65M +$186K +4,042 +4%
FPWM
117
FSB Premier Wealth Management
Iowa
$4.61M +$4.64K +101 +0.1%
IAA
118
Independent Advisor Alliance
North Carolina
$4.47M +$181K +3,947 +4%
SCA
119
Snowden Capital Advisors
New York
$4.42M +$72.9K +1,587 +2%
GRP
120
Global Retirement Partners
California
$4.41M -$437K -9,517 -9%
EPIME
121
Evelyn Partners Investment Management (Europe)
$4.37M -$209K -4,550 -5%
FA
122
Flagstar Advisors
New York
$4.32M -$331K -7,207 -7%
Creative Planning
123
Creative Planning
Kansas
$4.25M -$187K -4,078 -4%
IAIM
124
International Assets Investment Management
Florida
$4.23M +$262K +5,708 +7%
SEP
125
Southland Equity Partners
Missouri
$4.23M -$170K -3,705 -4%
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