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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
7.5%
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 %
BFWM
301
Bright Futures Wealth Management
New York
$603K – – –
AWM
302
Apollon Wealth Management
South Carolina
$599K -$35.9K -880 -6%
KWA
303
Kingswood Wealth Advisors
California
$591K +$22K +539 +4%
PPWM
304
Perissos Private Wealth Management
Oklahoma
$585K +$815 +20 +0.1%
4WM
305
49 Wealth Management
Texas
$575K +$11.9K +293 +2%
DC
306
Davenport & Co
Virginia
$573K +$573K +14,070 New
LWM
307
Laidlaw Wealth Management
New York
$572K +$28.4K +696 +5%
TAM
308
Tucker Asset Management
Colorado
$571K +$26.2K +644 +5%
BFG
309
Bleakley Financial Group
New Jersey
$569K – – –
CFGS
310
Concourse Financial Group Securities
Alabama
$568K -$29.8K -732 -5%
MIM
311
MTM Investment Management
South Carolina
$564K -$16.8K -412 -3%
IA
312
Insight Advisors
Pennsylvania
$553K -$48.6K -1,193 -8%
HSA
313
HBK Sorce Advisory
Pennsylvania
$551K -$6.4K -157 -1%
TSWM
314
Tyler-Stone Wealth Management
Ohio
$550K -$130K -3,199 -19%
TWM
315
TriaGen Wealth Management
California
$548K +$82 +2 +0%
M1FG
316
Mach-1 Financial Group
Arkansas
$547K +$131K +3,207 +31%
GWA
317
GGM Wealth Advisors
Maryland
$546K -$61.3K -1,500 -10%
CG
318
Caprock Group
Idaho
$544K – – –
SWM
319
Shakespeare Wealth Management
Wisconsin
$541K +$8.15K +200 +2%
PD
320
Planning Directions
Pennsylvania
$540K -$135K -3,318 -20%
PFA
321
Plotkin Financial Advisors
Maryland
$535K -$38.7K -949 -7%
LT
322
Legacy Trust
Michigan
$534K +$45.8K +1,125 +9%
RIA
323
Realta Investment Advisors
Delaware
$524K -$221K -5,420 -30%
UCFA
324
United Capital Financial Advisors
Texas
$515K -$8.07K -198 -2%
KWS
325
Keystone Wealth Services
California
$514K -$24.4K -599 -5%
11 12
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