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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
$44.7M -$1.34M -64,457 -3%
LPL Financial
2
LPL Financial
California
$28.7M +$1.34M +64,445 +5%
U
3
UBS
Switzerland
$26.8M +$2.43M +116,315 +10%
Wells Fargo
4
Wells Fargo
California
$24.8M +$1.04M +49,782 +4%
Bank of America
5
Bank of America
North Carolina
$12.8M +$818K +39,217 +7%
RCAG
6
Rehmann Capital Advisory Group
Michigan
$11.5M +$527K +25,263 +5%
RJA
7
Raymond James & Associates
Florida
$11.2M +$1.59M +76,084 +17%
Ameriprise
8
Ameriprise
Minnesota
$9.94M -$1.55M -74,209 -14%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$9.44M +$820K +39,304 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.22M +$1.57M +75,214 +29%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.33M -$70.8K -3,395 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.39M +$26K +1,248 +0.8%
HFS
13
HL Financial Services
Kentucky
$2.86M +$79.6K +3,818 +3%
CBB
14
Citizens Business Bank
California
$2.41M +$41.1K +1,971 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.28M +$156K +7,470 +8%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.27M -$109K -5,235 -5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.97M +$143K +6,851 +8%
OC
18
Oppenheimer & Co
New York
$1.87M +$9.2K +441 +0.5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.86M -$4.9M -234,955 -73%
Citigroup
20
Citigroup
New York
$1.53M +$48.3K +2,314 +3%
Goldman Sachs
21
Goldman Sachs
New York
$1.24M -$15.9K -763 -1%
AIM
22
Aspen Investment Management
Michigan
$1.24M +$71.5K +3,430 +6%
BRWA
23
B. Riley Wealth Advisors
Florida
$1.05M +$155K +7,410 +18%
FHC
24
First Heartland Consultants
Missouri
$1.02M -$30K -1,439 -3%
VFS
25
VSR Financial Services
Kansas
$996K +$576K +27,622 +146%
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