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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$65.7M
2
LPL Financial
LPL Financial
California
+$36.7M
3
Mariner
Mariner
Kansas
+$31.3M
4
PP
Prudential plc
United Kingdom
+$16.5M
5
KAS
Kestra Advisory Services
Texas
+$16.4M

Top Sellers

1
KIG
Kowal Investment Group
Wisconsin
-$26.2M
2
UBS Group
UBS Group
Switzerland
-$14.9M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.2M
4
PWA
PCG Wealth Advisors
Kansas
-$12.1M
5
SPC
Sigma Planning Corp
Michigan
-$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPA
326
Old Port Advisors
Maine
$550K – – –
FIM
327
Freedom Investment Management
Connecticut
$544K -$27.3K -683 -5%
PWM
328
Prosperity Wealth Management
California
$543K +$543K +13,613 New
V
329
Veritable
Delaware
$537K +$3.67K +92 +0.7%
TA
330
TrueWealth Advisors
Alabama
$535K -$48.7K -1,220 -8%
CG
331
Caprock Group
Idaho
$523K – – –
GW
332
GW & Wade
Massachusetts
$521K – – –
FFA
333
Farther Finance Advisors
California
$505K +$505K +12,654 New
MWM
334
Meridian Wealth Management
Kentucky
$503K – – –
SFP
335
Strategic Financial Partners
Oregon
$499K +$200 +5 +0%
CCA
336
Cadent Capital Advisors
Oklahoma
$496K +$1.12K +28 +0.2%
AWM
337
Apollon Wealth Management
South Carolina
$495K +$175K +4,375 +55%
BFG
338
Beacon Financial Group
Texas
$475K +$475K +11,901 New
IC
339
IEQ Capital
California
$472K +$3.23K +81 +0.7%
IWA
340
Inspirion Wealth Advisors
Illinois
$470K -$79.9K -2,003 -15%
LFG
341
Larson Financial Group
Missouri
$453K -$19.2K -480 -4%
Comerica Bank
342
Comerica Bank
Texas
$453K +$453K +11,066 New
CRI
343
Colonial River Investments
Virginia
$448K – – –
WCFA
344
Walkner Condon Financial Advisors
Wisconsin
$442K -$7.94K -199 -2%
AIC
345
Archer Investment Corporation
Indiana
$433K -$3.23K -81 -0.7%
HFP
346
Holistic Financial Partners
Indiana
$426K +$1.56K +39 +0.4%
CB
347
Commerce Bank
Missouri
$423K -$39.9K -1,000 -9%
CGFA
348
Colton Groome Financial Advisors
North Carolina
$422K -$15K -377 -3%
MCCP
349
Mission Creek Capital Partners
California
$420K +$1.92K +48 +0.5%
SIAS
350
Summit Investment Advisory Services
Minnesota
$410K +$410K +10,285 New
12 13
14
15 16