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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$865M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$137M
3
UBS Group
3
UBS Group
Switzerland
$237M
4
Stifel Financial
4
Stifel Financial
Missouri
$116M
5
ACM
5
Advance Capital Management
Michigan
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
276
Fonville Wealth Management
Virginia
$949K +$949K +23,385 New
PWM
277
Purus Wealth Management
California
$943K -$3.89K -96 -0.4%
AWA
278
Acorn Wealth Advisors
Michigan
$878K -$21.7K -536 -2%
TFP
279
Traction Financial Partners
Wyoming
$873K +$873K +21,517 New
RIA
280
Realta Investment Advisors
Delaware
$868K -$90.4K -2,228 -9%
IWA
281
Icon Wealth Advisors
Texas
$843K +$843K +20,783 New
PFGIA
282
Patriot Financial Group Insurance Agency
Massachusetts
$837K +$574K +14,145 +218%
TFM
283
Trademark Financial Management
Minnesota
$837K +$837K +20,625 New
TSWM
284
Tyler-Stone Wealth Management
Ohio
$831K -$159K -3,925 -16%
WP
285
WealthPLAN Partners
Nebraska
$808K +$18.9K +467 +2%
MFG
286
Merit Financial Group
Georgia
$801K -$1.44M -35,614 -64%
WIA
287
Wetzel Investment Advisors
Indiana
$800K +$800K +19,728 New
WH
288
Willner & Heller
California
$794K +$794K +19,580 New
KFGK
289
Keystone Financial Group (Kentucky)
Kentucky
$792K +$15.2K +374 +2%
IWA
290
Inspirion Wealth Advisors
Illinois
$791K +$259K +6,375 +49%
RA
291
Ruggaard & Associates
Ohio
$786K +$67.8K +1,672 +9%
SIG
292
Sargent Investment Group
Maryland
$782K – – –
PD
293
Planning Directions
Pennsylvania
$777K -$406K -10,008 -34%
MA
294
MONECO Advisors
Connecticut
$752K +$6.41K +158 +0.9%
SMA
295
Sage Mountain Advisors
Georgia
$727K -$29.7K -732 -4%
PCA
296
Pallas Capital Advisors
Massachusetts
$726K +$726K +17,899 New
LAS
297
LWM Advisory Services
Florida
$726K – – –
MOS
298
MGO One Seven
Ohio
$722K -$48.4K -1,193 -6%
ASN
299
Advisory Services Network
Georgia
$719K -$146K -3,595 -17%
CFGS
300
Concourse Financial Group Securities
Alabama
$719K +$93.1K +2,295 +15%
10 11
12
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