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First Trust Value Line Dividend Index Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TG Timothy Gerlach Novem Group | 11,689 | $549,747 | $578,137.94 | $28,390.94 | 5.16% |
 Amanda Hawley Atria Wealth Solutions Inc. | 270,844 | $10.72M | $13.4M | $2.68M | 25.03% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,849 | $292,183.78 | $338,648.8 | $46,465.02 | 15.9% |
 Matthew Heller Willner & Heller LLC | 11,034 | $472,112.72 | $545,576.13 | $73,463.41 | 15.56% |
 Jeffrey Gilbert Balboa Wealth Partners | 7,047 | $307,689.58 | $348,438.91 | $40,749.33 | 13.24% |
| NB Nolan Baker Retirement Guys Formula LLC | 65,819 | $2.64M | $3.25M | $609,475.93 | 23.04% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 146 | $6,727.68 | $7,237.95 | $510.27 | 7.58% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,706 | $467,877.55 | $579,271.41 | $111,393.86 | 23.81% |
 Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 114,938 | $4.69M | $5.61M | $921,038.99 | 19.63% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 5,285 | $236,239.5 | $258,542.2 | $22,302.7 | 9.44% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,133 | $82,749.96 | $105,551.5 | $22,801.54 | 27.55% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 243 | $11,197 | $12,015.13 | $818.13 | 7.31% |
 Lukas Lindgren Abound Wealth Management | 1,182 | $54,541.29 | $57,847.08 | $3,305.79 | 6.06% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,059 | $275,529.3 | $299,829.61 | $24,300.31 | 8.82% |
 Jill Grimes Centurion Wealth Management LLC | 33,393 | $1.33M | $1.65M | $322,221.87 | 24.22% |
 Brian Dechow SWAN Capital LLC | 234 | $10,434 | $11,579.49 | $1,145.49 | 10.98% |
 Loni Adams Daymark Wealth Partners LLC | 26,963 | $1.24M | $1.34M | $101,073.29 | 8.18% |
| EB Erik Brenner Hilltop Partners LLC | 6,127 | $273,877 | $303,194.59 | $29,317.59 | 10.7% |
 Cornell P. Abod Beacon Investment Advisors LLC | 7,848 | $350,688.81 | $388,907.64 | $38,218.83 | 10.9% |
| SS Stephen Smith Kestra Investment Management LLC | 4,933 | $227,605.37 | $244,454.81 | $16,849.44 | 7.4% |
