FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
–
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K

Top Buyers

1
ACM
Advance Capital Management
Michigan
+$193M
2
LPL Financial
LPL Financial
California
+$35M
3
SWP
Stratos Wealth Partners
Ohio
+$19.4M
4
SPC
Sigma Planning Corp
Michigan
+$14.7M
5
CA
Cetera Advisors
Colorado
+$13M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$95.8M
2
Bank of America
Bank of America
North Carolina
-$62.9M
3
Ameriprise
Ameriprise
Minnesota
-$51.7M
4
TC
Trilogy Capital
California
-$39.9M
5
RJA
Raymond James & Associates
Florida
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
351
Waterfront Wealth
Kansas
$310K +$33.6K +790 +12%
SWMG
352
Signature Wealth Management Group
Georgia
$309K -$55.2K -1,302 -15%
AA
353
ACT Advisors
North Carolina
$298K -$10.6K -250 -3%
LFAS
354
Level Four Advisory Services
Texas
$295K +$37K +875 +14%
EIA
355
Eldridge Investment Advisors
New Hampshire
$294K -$244K -5,763 -45%
MNBTD
356
Moody National Bank Trust Division
Texas
$289K -$6.43K -152 -2%
SWM
357
SFG Wealth Management
Maryland
$289K +$549 +13 +0.2%
SPWM
358
Schrum Private Wealth Management
Florida
$288K +$370 +9 +0.1%
C
359
Certuity
Florida
$286K – – –
PFP
360
Paragon Financial Partners
California
$282K – – –
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$274K +$973 +23 +0.4%
WEG
362
World Equity Group
Illinois
$270K +$270K +6,391 New
HWM
363
HB Wealth Management
Georgia
$268K +$592 +14 +0.2%
Lido Advisors
364
Lido Advisors
California
$268K +$28.1K +667 +12%
VCM
365
Vigilant Capital Management
Maine
$264K – – –
DWMG
366
DB Wealth Management Group
California
$260K -$18K -426 -6%
ACM
367
Anfield Capital Management
California
$255K -$9.56K -226 -4%
LA
368
Latitude Advisors
Florida
$254K +$254K +6,000 New
HWM
369
Holloway Wealth Management
Florida
$245K -$267K – –
PFM
370
Peak Financial Management
Massachusetts
$245K +$245K +5,800 New
TA
371
TKG Advisors
Indiana
$243K +$243K +5,736 New
GAG
372
Goodman Advisory Group
Massachusetts
$241K -$5.71K -135 -2%
BCA
373
Bay Colony Advisors
Massachusetts
$239K +$9.31K +220 +4%
MWM
374
Maltin Wealth Management
New Jersey
$238K – – –
VWA
375
Visionary Wealth Advisors
Illinois
$235K -$381 -9 -0.2%
13 14
15
16 17