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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

528 hedge funds and large institutions have $8.02B invested in First Trust Value Line Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+21
Holders Change %
+4.14%
% of All Funds
7.74%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
71
Increased
137
Reduced
262
Closed
45
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$218K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$29.5M
3
HighTower Advisors
HighTower Advisors
Illinois
$81.7M
4
HPC
Hobart Private Capital
North Carolina
$12.1M
5
CB
Commerce Bank
Missouri
$11.6M

Top Sellers

1
LPL Financial
LPL Financial
California
$865M
2
Osaic Holdings
Osaic Holdings
Arizona
$137M
3
UBS Group
UBS Group
Switzerland
$237M
4
Stifel Financial
Stifel Financial
Missouri
$116M
5
ACM
Advance Capital Management
Michigan
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFC
251
Northeast Financial Consultants
Connecticut
$1.25M +$9K +222 +0.7%
IAS
252
Insigneo Advisory Services
Florida
$1.25M -$41.6K -1,026 -3%
O3W
253
Omni 360 Wealth
New Jersey
$1.25M +$1.25M +30,720 New
CAM
254
Cresset Asset Management
Illinois
$1.24M +$7.34K +181 +0.6%
MLRA
255
Main Line Retirement Advisors
Montana
$1.23M +$1.23M +30,424 New
MWM
256
MBE Wealth Management
Wisconsin
$1.22M -$1.95K -48 -0.2%
NW
257
NewEdge Wealth
Pennsylvania
$1.21M -$45.3K -1,116 -4%
WIM
258
Westside Investment Management
California
$1.2M +$251K +6,186 +26%
BBA
259
Braun-Bostich & Associates
Pennsylvania
$1.2M +$1.2M +29,532 New
ATPW
260
Ashton Thomas Private Wealth
Arizona
$1.16M -$20.6K -508 -2%
GIM
261
Goelzer Investment Management
Indiana
$1.16M -$421K -10,390 -27%
BWM
262
Baystate Wealth Management
Massachusetts
$1.11M -$62.7K -1,547 -5%
EWM
263
EPG Wealth Management
Georgia
$1.11M +$5.04K +126 +0.5%
SWA
264
Stratos Wealth Advisors
Ohio
$1.09M -$65.7K -1,621 -6%
Creative Planning
265
Creative Planning
Kansas
$1.06M -$243K -5,999 -19%
RFP
266
Root Financial Partners
California
$1.04M -$45.7K -1,127 -4%
IAN
267
Integrated Advisors Network
Texas
$1.01M -$25K -617 -2%
WP
268
WealthSource Partners
California
$1M – – –
IFWM
269
Institute for Wealth Management
Colorado
$1,000K -$18.8K -463 -2%
LMKC
270
L.M. Kohn & Company
Ohio
$994K +$80.9K +1,994 +9%
PP
271
Prudential plc
United Kingdom
$973K +$973K +24,000 New
AFG
272
ABLE Financial Group
Arizona
$970K -$11.8K -292 -1%
FHA
273
Flagship Harbor Advisors
Massachusetts
$960K -$254K -6,267 -21%
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$958K +$127K +3,143 +15%
NB
275
NBT Bank
New York
$956K +$956K +23,565 New
9 10
11
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