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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

511 hedge funds and large institutions have $7.8B invested in First Trust Value Line Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
8.18%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.07%
New
56
Increased
191
Reduced
185
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M1FG
Mach-1 Financial Group
Arkansas
+$145M
2
TC
Trilogy Capital
California
+$44.6M
3
LPL Financial
LPL Financial
California
+$24.2M
4
BHB
Bank Hapoalim BM
Israel
+$13.9M
5
RA
RiverTree Advisors
Florida
+$7.83M

Top Sellers

1
ACM
Advance Capital Management
Michigan
-$93.4M
2
Morgan Stanley
Morgan Stanley
New York
-$53.1M
3
PP
Prudential plc
United Kingdom
-$50.8M
4
UBS Group
UBS Group
Switzerland
-$23.2M
5
RJA
Raymond James & Associates
Florida
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
301
StrategIQ Financial Group
Indiana
$703K +$142K +3,527 +25%
CRWM
302
Castle Rock Wealth Management
California
$700K +$11.8K +292 +2%
BIP
303
Blueprint Investment Partners
North Carolina
$688K -$3.13M -78,056 -82%
CS
304
Capital Square
Tennessee
$687K +$28.3K +703 +4%
MMHP
305
Murphy Middleton Hinkle & Parker
Georgia
$686K +$843 +21 +0.1%
CFGS
306
Concourse Financial Group Securities
Alabama
$683K -$185K -4,608 -21%
UCFA
307
United Capital Financial Advisors
Texas
$651K -$245K -6,102 -27%
TWM
308
TriaGen Wealth Management
California
$648K +$20.8K +519 +3%
MSAM
309
Moloney Securities Asset Management
Missouri
$647K -$19.8K -492 -3%
BWP
310
Bernardo Wealth Planning
Pennsylvania
$639K +$241 +6 +0%
MIM
311
MTM Investment Management
South Carolina
$630K – – –
SAM
312
Strategy Asset Managers
California
$617K +$2.49K +62 +0.4%
BFG
313
Beacon Financial Group
Texas
$611K +$131K +3,238 +27%
DWP
314
Daymark Wealth Partners
Ohio
$605K -$304K -7,565 -33%
LSA
315
L & S Advisors
California
$603K +$603K +15,007 New
KWS
316
Keystone Wealth Services
California
$598K +$120 +3 +0%
AFG
317
ABLE Financial Group
Arizona
$595K +$595K +14,810 New
GAA
318
Global Assets Advisory
Florida
$578K – – –
SF
319
Synovus Financial
Georgia
$578K -$70.3K -1,750 -11%
PWM
320
Purus Wealth Management
California
$578K -$9.36K -233 -2%
RA
321
Ruggaard & Associates
Ohio
$577K +$577K +14,359 New
IWP
322
IAG Wealth Partners
Wisconsin
$565K -$4.94K -123 -0.9%
BFG
323
Bleakley Financial Group
New Jersey
$562K – – –
SWM
324
Shakespeare Wealth Management
Wisconsin
$556K -$964 -24 -0.2%
OPA
325
Old Port Advisors
Maine
$551K -$7.66K -189 -1%
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