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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
176
Iams Wealth Management
Nebraska
$2.76M -$14.3K -312 -0.5%
VF
177
Virtu Financial
New York
$2.69M -$2.38M -52,033 -47%
CL
178
CLG LLC
California
$2.64M -$2.97M -65,005 -53%
FFA
179
Farther Finance Advisors
California
$2.62M -$165K -3,600 -6%
EFL
180
ERn Financial LLC
Wisconsin
$2.6M +$304K +6,644 +13%
KIG
181
Kennedy Investment Group
New Jersey
$2.55M -$589K -12,877 -19%
CA
182
Claro Advisors
Massachusetts
$2.54M -$58.4K -1,276 -2%
WS
183
Wedbush Securities
California
$2.43M -$4.5M -98,329 -65%
MWA
184
Medallion Wealth Advisors
Connecticut
$2.4M +$39.9K +871 +2%
TCM
185
Triumph Capital Management
Colorado
$2.37M +$166K +3,638 +8%
MCM
186
MAI Capital Management
Ohio
$2.3M -$105K -2,291 -4%
PSF
187
Pacific Sun Financial
California
$2.29M -$4.58K -100 -0.2%
FB
188
Finward Bancorp
Indiana
$2.16M -$153K -3,335 -7%
PA
189
PFG Advisors
Arizona
$2.16M -$289K -6,313 -12%
WIM
190
Westside Investment Management
California
$2.14M +$298K +6,507 +16%
LWP
191
Laurel Wealth Planning
Minnesota
$2.11M -$39.6K -865 -2%
CWA
192
Crux Wealth Advisors
California
$2.11M -$41K -896 -2%
PS
193
Principal Securities
Iowa
$2.08M -$822K -17,955 -29%
FNWM
194
Financial Network Wealth Management
Utah
$2.05M +$2.06M +44,966 New
PIA
195
Perennial Investment Advisors
California
$2.03M -$119K -2,610 -6%
ACM
196
Advance Capital Management
Michigan
$2.01M -$7.05K -154 -0.4%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$2.01M +$760K +16,617 +62%
CWM
198
Centurion Wealth Management
Virginia
$2M -$6.68K -146 -0.3%
PWP
199
Pursue Wealth Partners
California
$1.94M -$395K -8,622 -17%
FPAS
200
Focus Partners Advisor Solutions
Missouri
$1.93M +$872K +19,053 +82%
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