FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
–
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K

Top Buyers

1
ACM
Advance Capital Management
Michigan
$193M
2
LPL Financial
LPL Financial
California
$848M
3
SWP
Stratos Wealth Partners
Ohio
$34.6M
4
SPC
Sigma Planning Corp
Michigan
$26.3M
5
CA
Cetera Advisors
Colorado
$38.8M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$68.3M
2
Bank of America
Bank of America
North Carolina
$519M
3
Ameriprise
Ameriprise
Minnesota
$374M
4
TC
Trilogy Capital
California
$1.42M
5
RJA
Raymond James & Associates
Florida
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
251
Susquehanna International Group
Pennsylvania
$972K +$972K +22,974 New
SMA
252
Sage Mountain Advisors
Georgia
$956K – – –
SAM
253
Strategy Asset Managers
California
$949K +$694K +16,406 +272%
TSS
254
Two Sigma Securities
New York
$938K +$938K +22,180 New
WH
255
Willner & Heller
California
$917K -$123K -2,852 -12%
AIP
256
Ahrens Investment Partners
Louisiana
$898K -$8.46K -200 -0.9%
CGFA
257
Colton Groome Financial Advisors
North Carolina
$897K +$50.1K +1,183 +6%
MOS
258
MGO One Seven
Ohio
$877K +$87.6K +2,069 +11%
CWA
259
Clarus Wealth Advisors
Arizona
$865K +$32.6K +771 +4%
AA
260
Advisory Alpha
Michigan
$865K +$34.6K +817 +4%
LFG
261
Larson Financial Group
Missouri
$862K +$10.8K +256 +1%
ATPW
262
Ashton Thomas Private Wealth
Arizona
$827K +$204K +4,834 +33%
AWA
263
Acorn Wealth Advisors
Michigan
$825K -$143K -3,384 -15%
BCM
264
BTC Capital Management
Iowa
$806K +$111K +2,633 +16%
SIG
265
Sargent Investment Group
Maryland
$801K -$1.34M -31,684 -63%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$789K +$92.1K +2,176 +13%
AWAP
267
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$780K -$17K -402 -2%
VF
268
Virtu Financial
New York
$775K +$775K +18,314 New
CF
269
Centaurus Financial
California
$759K +$126K +2,976 +20%
GRP
270
Global Retirement Partners
California
$749K +$749K +18,558 New
EWA
271
Encompass Wealth Advisors
Oregon
$740K – – –
CAG
272
Curtis Advisory Group
California
$733K -$2.11K -50 -0.3%
FIM
273
Freedom Investment Management
Connecticut
$725K +$284K +6,729 +65%
MC
274
Moors & Cabot
Massachusetts
$722K +$39.2K +926 +6%
MMHP
275
Murphy Middleton Hinkle & Parker
Georgia
$719K +$720 +17 +0.1%
9 10
11
12 13