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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 %
WKSWA
351
White Knight Strategic Wealth Advisors
New Jersey
$467K -$173K -4,253 -27%
SFP
352
Strategic Financial Partners
Oregon
$457K -$4.87K -120 -1%
BIP
353
Blueprint Investment Partners
North Carolina
$449K +$2.19K +54 +0.5%
AIC
354
Archer Investment Corporation
Indiana
$442K -$2.96K -73 -0.7%
SA
355
Skyline Advisors
Washington
$436K +$436K +10,740 New
WCFA
356
Walkner Condon Financial Advisors
Wisconsin
$435K -$147K -3,617 -25%
HSA
357
HBK Sorce Advisory
Pennsylvania
$418K -$63.4K -1,562 -13%
EFG
358
Ehrlich Financial Group
California
$411K +$411K +10,126 New
SIAS
359
Summit Investment Advisory Services
Minnesota
$405K -$36.5K -901 -8%
MC
360
Moors & Cabot
Massachusetts
$405K +$15.3K +376 +4%
BSW
361
Buckingham Strategic Wealth
Missouri
$404K -$1.95K -48 -0.5%
GT
362
Greenleaf Trust
Michigan
$402K -$161K -3,968 -29%
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$396K +$102K +2,518 +35%
BTI
364
Blue Trust Inc
Georgia
$395K – – –
WW
365
Waterfront Wealth
Kansas
$394K +$5.48K +135 +1%
MCCP
366
Mission Creek Capital Partners
California
$391K -$25.8K -635 -6%
CAP
367
Columbia Advisory Partners
Washington
$384K -$9.69K -239 -2%
AWM
368
Apollon Wealth Management
South Carolina
$379K -$148K -3,655 -28%
MWM
369
MGB Wealth Management
Texas
$372K +$372K +9,179 New
OWA
370
Opal Wealth Advisors
New York
$372K +$15.3K +376 +4%
TA
371
TrueWealth Advisors
Alabama
$369K -$183K -4,501 -33%
SFPG
372
Stonebridge Financial Planning Group
Florida
$369K -$21.9K -540 -6%
ARC
373
Advisor Resource Council
Texas
$365K +$365K +9,003 New
APWA
374
Atlas Private Wealth Advisors
New Jersey
$360K -$236K -5,809 -40%
C
375
CEDRUS
Colorado
$358K -$3.69K -91 -1%
13 14
15
16 17