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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
201
Northeast Financial Consultants
Connecticut
$1.15M +$4.75K +117 +0.4%
EWM
202
EPG Wealth Management
Georgia
$1.15M -$57.1K -1,406 -5%
KWM
203
Kingsview Wealth Management
Oregon
$1.13M -$3.29K -81 -0.3%
GWSG
204
GPS Wealth Strategies Group
Colorado
$1.12M +$17.5K +432 +2%
CAG
205
Csenge Advisory Group
Florida
$1.1M -$10.7K -263 -0.9%
IFWM
206
Institute for Wealth Management
Colorado
$1.06M – – –
SPI
207
Santori & Peters Inc
Pennsylvania
$1.04M +$53.7K +1,322 +5%
IAN
208
Integrated Advisors Network
Texas
$1.03M +$695K +17,116 +187%
SS
209
Simplicity Solutions
Minnesota
$1.02M +$212K +5,231 +25%
CIAS
210
Capital Investment Advisory Services
North Carolina
$1.01M +$3.25K +80 +0.3%
SMA
211
Sage Mountain Advisors
Georgia
$1M +$1.04M +25,633 New
NA
212
NewEdge Advisors
Louisiana
$973K +$65.1K +1,604 +7%
CCG
213
Cypress Capital Group
Florida
$958K +$206K +5,064 +26%
SMC
214
Smith, Moore & Co
Missouri
$956K +$45.1K +1,112 +5%
FFG
215
Ford Financial Group
California
$909K -$4.87K -120 -0.5%
AA
216
Advisory Alpha
Michigan
$900K +$932K +22,949 New
AIP
217
Ahrens Investment Partners
Louisiana
$899K – – –
AWA
218
Acorn Wealth Advisors
Michigan
$895K -$24.8K -610 -3%
RIA
219
Realta Investment Advisors
Delaware
$890K -$27.2K -670 -3%
SAM
220
Strategy Asset Managers
California
$886K -$84K -2,069 -8%
RIA
221
Regal Investment Advisors
Michigan
$885K +$530K +13,059 +137%
PFA
222
Plotkin Financial Advisors
Maryland
$884K -$48.7K -1,199 -5%
BWP
223
Bernardo Wealth Planning
Pennsylvania
$884K +$122 +3 +0%
AWA
224
Alta Wealth Advisors
Massachusetts
$838K +$134K +3,303 +18%
NWS
225
Newport Wealth Strategies
California
$813K – – –
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9
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