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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
$1.32B -$53M -1,323,426 -4%
LPL Financial
2
LPL Financial
California
$916M +$24.1M +601,928 +3%
Bank of America
3
Bank of America
North Carolina
$415M -$16.8M -419,422 -4%
Wells Fargo
4
Wells Fargo
California
$369M -$7.47M -186,485 -2%
Ameriprise
5
Ameriprise
Minnesota
$343M -$19.2M -478,277 -5%
UBS Group
6
UBS Group
Switzerland
$314M -$23.1M -576,960 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$289M +$5.78M +144,198 +2%
RJA
8
Raymond James & Associates
Florida
$241M -$20.5M -510,596 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$230M +$4.8M +119,715 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$178M +$4.77M +119,108 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$169M -$5.64M -140,765 -3%
Stifel Financial
12
Stifel Financial
Missouri
$147M +$5.52M +137,645 +4%
M1FG
13
Mach-1 Financial Group
Arkansas
$145M +$154K +3,832 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$127M -$20.2M -503,542 -14%
ACM
15
Advance Capital Management
Michigan
$112M -$93.2M -2,325,241 -46%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$98.3M -$7.65M -190,964 -7%
PAG
17
Private Advisor Group
New Jersey
$65.1M -$465K -11,605 -0.7%
Truist Financial
18
Truist Financial
North Carolina
$64.2M -$12.4M -308,434 -16%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$58.3M +$378K +9,435 +0.7%
KAS
20
Kestra Advisory Services
Texas
$50.1M -$11.9M -297,301 -19%
TC
21
Trilogy Capital
California
$46.3M +$44.5M +1,111,249 +2,679%
AAS
22
Avantax Advisory Services
Texas
$45.3M +$1.82M +45,462 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
$42.3M +$49.2K +1,229 +0.1%
AWS
24
Atria Wealth Solutions
New York
$41.9M +$2.33M +58,185 +6%
HI
25
Harbour Investments
Wisconsin
$40.3M -$1.82M -45,462 -4%
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