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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

516 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 261 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
30
Increased
145
Reduced
261
Closed
38
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
-$208K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$18.2M
2
PBF
Petix & Botte Financial
California
+$11.4M
3
LFG
Larson Financial Group
Missouri
+$7.24M
4
GS
GTS Securities
New York
+$6.14M
5
SEIA
Signature Estate & Investment Advisors
California
+$4.69M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$71.1M
2
LPL Financial
LPL Financial
California
-$59.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$38.8M
4
Ameriprise
Ameriprise
Minnesota
-$30.7M
5
Bank of America
Bank of America
North Carolina
-$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
226
Householder Group Estate & Retirement Specialist
Arizona
$1.41M -$71.5K -1,754 -5%
D.E. Shaw & Co
227
D.E. Shaw & Co
New York
$1.38M +$300K +7,354 +28%
WIM
228
Westside Investment Management
California
$1.38M +$47.5K +1,165 +4%
DWM
229
Denver Wealth Management
Colorado
$1.37M -$70.3K -1,725 -5%
GLA
230
Good Life Advisors
Pennsylvania
$1.36M -$72.7K -1,784 -5%
SC
231
Savant Capital
Illinois
$1.36M +$25.6K +627 +2%
CCAL
232
City Center Advisors LLC
Michigan
$1.35M – – –
AF
233
Advisornet Financial
Minnesota
$1.33M -$20.3K -498 -1%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$1.32M -$9.01K -221 -0.7%
RA
235
RFG Advisory
Alabama
$1.31M -$492K -12,066 -27%
O3W
236
Omni 360 Wealth
New Jersey
$1.24M +$27.6K +677 +2%
Koshinski Asset Management
237
Koshinski Asset Management
Illinois
$1.24M -$79.6K -1,967 -6%
NFC
238
Northeast Financial Consultants
Connecticut
$1.23M -$32.4K -794 -3%
MWM
239
MBE Wealth Management
Wisconsin
$1.23M +$5.66K +139 +0.5%
AO
240
Advisor OS
Illinois
$1.21M -$1.38M -33,772 -53%
NW
241
NewEdge Wealth
Pennsylvania
$1.2M -$44.4K -1,089 -4%
SP
242
Sequent Planning
Nebraska
$1.2M -$216K -5,326 -15%
SMC
243
Smith, Moore & Co
Missouri
$1.18M -$106K -2,606 -8%
Natixis Advisors
244
Natixis Advisors
Massachusetts
$1.16M -$731K -17,944 -39%
KCFA
245
Key Client Fiduciary Advisors
New Jersey
$1.15M -$5.07M -124,436 -82%
BAM
246
Belpointe Asset Management
Nevada
$1.13M +$148K +3,623 +15%
MLRA
247
Main Line Retirement Advisors
Montana
$1.12M +$5.79K +142 +0.5%
Creative Planning
248
Creative Planning
Kansas
$1.12M +$50.5K +1,240 +5%
GF
249
GGM Financials
Ohio
$1.07M +$1.07M +26,340 New
HF
250
HRT Financial
New York
$1.07M -$597K -14,666 -36%
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