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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 %
KWA
301
Kingswood Wealth Advisors
California
$715K +$487K +12,001 +213%
TPWA
302
Twin Peaks Wealth Advisors
California
$714K +$714K +17,611 New
EWA
303
Encompass Wealth Advisors
Oregon
$710K – – –
WA
304
Waverly Advisors
Alabama
$710K -$84.4K -2,080 -11%
DAM
305
Derbend Asset Management
Georgia
$709K +$709K +17,470 New
BAM
306
Belpointe Asset Management
Nevada
$708K +$92.5K +2,280 +15%
SFG
307
StrategIQ Financial Group
Indiana
$706K -$4.06K -100 -0.6%
MMHP
308
Murphy Middleton Hinkle & Parker
Georgia
$695K +$852 +21 +0.1%
CRWM
309
Castle Rock Wealth Management
California
$694K -$12.1K -300 -2%
CWA
310
Clarus Wealth Advisors
Arizona
$692K +$692K +17,269 New
SF
311
Synovus Financial
Georgia
$668K +$63.5K +1,566 +11%
IA
312
Insight Advisors
Pennsylvania
$660K -$1.54M -37,889 -70%
MW
313
Maia Wealth
Colorado
$648K +$648K +15,975 New
BWP
314
Bernardo Wealth Planning
Pennsylvania
$646K +$122 +3 +0%
VF
315
VitalStone Financial
Texas
$642K -$55.9K -1,380 -8%
MSAM
316
Moloney Securities Asset Management
Missouri
$642K -$12.5K -308 -2%
SAM
317
Strategy Asset Managers
California
$639K +$1.87K +46 +0.3%
FWA
318
FSC Wealth Advisors
New York
$633K +$620K +15,276 +4,533%
GWA
319
GGM Wealth Advisors
Maryland
$611K -$57.2K -1,415 -9%
TWM
320
Trueblood Wealth Management
Ohio
$609K +$609K +15,024 New
NEWAS
321
N.E.W. Advisory Services
Wisconsin
$605K -$3.19M -78,663 -84%
Pathstone Holdings
322
Pathstone Holdings
New Jersey
$600K +$600K +14,792 New
PFA
323
Plotkin Financial Advisors
Maryland
$595K – – –
MIM
324
MTM Investment Management
South Carolina
$585K -$34.9K -860 -6%
BFG
325
Bleakley Financial Group
New Jersey
$580K +$22.6K +557 +4%
11 12
13
14 15