FVD icon

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 %
EWM
251
EPG Wealth Management
Georgia
$1.06M -$1.14M -27,110 Closed
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$27.5K +675 +3%
FWM
253
Fonville Wealth Management
Virginia
$1.05M -$27K -662 -3%
SAI
254
Savvy Advisors Inc
New York
$1.01M -$394K -9,670 -28%
IFWM
255
Institute for Wealth Management
Colorado
$1M – – –
IAN
256
Integrated Advisors Network
Texas
$1M -$56.8K -1,394 -5%
FIA
257
Foundations Investment Advisors
Arizona
$978K -$152K -3,741 -13%
IAS
258
Insigneo Advisory Services
Florida
$958K -$82K -1,949 -8%
PFA
259
Pinnacle Family Advisors
Missouri
$950K +$381K +9,344 +67%
ATPW
260
Ashton Thomas Private Wealth
Arizona
$950K -$224K -5,486 -19%
PWM
261
Purus Wealth Management
California
$944K +$9.66K +237 +1%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$942K -$10.3K -252 -1%
TSS
263
Two Sigma Securities
New York
$927K +$664K +16,286 +252%
AFG
264
ABLE Financial Group
Arizona
$917K -$17.1K -420 -2%
SF
265
Synovus Financial
Georgia
$916K +$219K +5,385 +32%
NFG
266
Nations Financial Group
Iowa
$887K -$1.19M -29,114 -57%
MOS
267
MGO One Seven
Ohio
$879K +$188K +4,616 +27%
AWA
268
Acorn Wealth Advisors
Michigan
$875K -$20.7K -507 -2%
WIA
269
Wetzel Investment Advisors
Indiana
$807K – – –
FAM
270
Formidable Asset Management
Ohio
$806K +$76.2K +1,870 +10%
IF
271
Integrity Financial
Wyoming
$798K -$2.13M -52,294 -73%
CFD
272
Creative Financial Designs
Indiana
$784K -$2.27M -55,597 -74%
T
273
Tidemark
California
$777K -$3.57M -87,712 -82%
WH
274
Willner & Heller
California
$776K -$50K -1,228 -6%
TFP
275
Traction Financial Partners
Wyoming
$762K -$41.4K -955 -5%
9 10
11
12 13