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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
151
WealthPLAN Partners
Nebraska
$360K +$346K +11,268 New
AWM
152
AE Wealth Management
Kansas
$351K -$442K -14,375 -54%
FAM
153
Formidable Asset Management
Ohio
$335K -$9.19K -299 -3%
BFG
154
Barber Financial Group
Kansas
$330K +$66.2K +2,155 +23%
SMFS
155
Squar Milner Financial Services
California
$327K – – –
SCM
156
Smith Capital Management
Arkansas
$312K +$330K +10,737 New
TF
157
TIAA FSB
Florida
$307K +$325K +10,560 New
TSS
158
Two Sigma Securities
New York
$302K +$37.7K +1,228 +13%
CWM
159
Concentrum Wealth Management
California
$295K +$312K +10,135 New
AWA
160
Arete Wealth Advisors
Illinois
$293K -$9.99K -325 -3%
SWMG
161
Signature Wealth Management Group
Georgia
$276K – – –
FMBTD
162
First Midwest Bank Trust Division
Illinois
$272K +$6.15K +200 +2%
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$254K -$15.9K -516 -6%
HR
164
Hayden Royal
North Carolina
$248K +$262K +8,526 New
BA
165
BKS Advisors
Michigan
$244K – – –
PPA
166
Parametric Portfolio Associates
Washington
$242K +$256K +8,339 New
V
167
Veritable
Delaware
$241K +$1.29K +42 +0.5%
MWPCG
168
Measured Wealth Private Client Group
New Hampshire
$224K +$2.46K +80 +1%
CFD
169
Creative Financial Designs
Indiana
$218K -$1.94K -63 -0.8%
DAS
170
Dynamic Advisor Solutions
Arizona
$218K +$220K +7,153 New
NFG
171
Nations Financial Group
Iowa
$217K +$229K +7,466 New
CFA
172
Carroll Financial Associates
North Carolina
$213K – – –
BMC
173
Beaton Management Company
Massachusetts
$206K -$15.4K -500 -7%
LC
174
Lindbrook Capital
California
$206K +$219K +7,109 New
LFAS
175
Level Four Advisory Services
Texas
$201K +$16.8K +547 +9%
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