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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
WMWM
201
Whitaker-Myers Wealth Managers
Ohio
$2.3M +$2.25M +57,687 New
HF
202
HRT Financial
New York
$2.3M +$1.06M +27,243 +89%
BEI
203
Benjamin Edwards Inc
Missouri
$2.27M +$73.8K +1,890 +3%
CFD
204
Creative Financial Designs
Indiana
$2.25M -$478K -12,236 -18%
SWA
205
Stratos Wealth Advisors
Ohio
$2.21M -$183K -4,689 -8%
MWM
206
MBE Wealth Management
Wisconsin
$2.17M -$2.73K -70 -0.1%
MWM
207
Mattern Wealth Management
Kansas
$2.13M +$921K +23,592 +80%
HI
208
Horizon Investments
North Carolina
$2.11M +$779K +19,952 +61%
HAS
209
HBW Advisory Services
California
$2.07M +$101K +2,575 +5%
PSF
210
Pacific Sun Financial
California
$2.07M -$146K -3,741 -7%
CA
211
Calton & Associates
Florida
$2.05M +$11.9K +304 +0.6%
SEA
212
Stegent Equity Advisors
Texas
$2.05M +$1.12M +28,719 +127%
AWM
213
Accel Wealth Management
Iowa
$2.01M -$76.9K -1,968 -4%
NL
214
NWAM LLC
Washington
$2.01M – – –
GIM
215
Goelzer Investment Management
Indiana
$1.97M – – –
DWM
216
Denver Wealth Management
Colorado
$1.95M +$50K +1,281 +3%
GVAG
217
Great Valley Advisor Group
Delaware
$1.94M -$1.44M -36,846 -43%
PTC
218
Private Trust Company
Ohio
$1.91M +$97.7K +2,502 +6%
VCM
219
Virtue Capital Management
Tennessee
$1.89M +$195 +5 +0%
FFN
220
Focus Financial Network
Minnesota
$1.83M -$364K -9,319 -17%
CIAS
221
Capital Investment Advisory Services
North Carolina
$1.8M +$400K +10,235 +29%
AF
222
Advisornet Financial
Minnesota
$1.79M +$27.9K +714 +2%
RJT
223
Raymond James Trust
Florida
$1.77M +$71.3K +1,826 +4%
SC
224
Soundwatch Capital
Connecticut
$1.71M +$17.7K +452 New
USCWA
225
U.S. Capital Wealth Advisors
Texas
$1.71M +$1.37M +35,068 +458%
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