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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.4M +$40M +2,025,272 New
LPL Financial
2
LPL Financial
California
$26.9M +$27.3M +1,382,440 New
Wells Fargo
3
Wells Fargo
California
$20.3M +$20.6M +1,042,278 New
U
4
UBS
Switzerland
$14M +$14.2M +718,824 New
Bank of America
5
Bank of America
North Carolina
$11.5M +$11.6M +588,696 New
Ameriprise
6
Ameriprise
Minnesota
$10.1M +$10.2M +519,093 New
RCAG
7
Rehmann Capital Advisory Group
Michigan
$9.18M +$9.3M +471,239 New
RJA
8
Raymond James & Associates
Florida
$8.93M +$9.05M +458,595 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.44M +$7.54M +382,199 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.03M +$5.1M +258,379 New
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$4.82M +$4.88M +247,507 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.78M +$4.84M +245,505 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.94M +$2.98M +151,066 New
HFS
14
HL Financial Services
Kentucky
$2.48M +$2.51M +127,103 New
Citigroup
15
Citigroup
New York
$2.45M +$2.48M +125,923 New
CBB
16
Citizens Business Bank
California
$2.16M +$2.19M +110,964 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.84M +$1.87M +94,578 New
OC
18
Oppenheimer & Co
New York
$1.68M +$1.7M +86,066 New
B
19
Baird
Wisconsin
$1.13M +$1.15M +58,041 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.09M +$1.1M +55,976 New
JP Morgan Chase
21
JP Morgan Chase
New York
$1.09M +$1.1M +55,910 New
ICOA
22
Investment Centers of America
North Dakota
$1.05M +$1.06M +53,850 New
CS
23
Credit Suisse
Switzerland
$996K +$1.01M +51,177 New
GT
24
Greenleaf Trust
Michigan
$885K +$897K +45,464 New
FHC
25
First Heartland Consultants
Missouri
$823K +$834K +42,289 New
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