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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 %
SWM
351
SeaCrest Wealth Management
New York
$403K -$41 -1 -0%
ZB
352
Zions Bancorporation
Utah
$399K +$399K +9,800 New
USCWA
353
U.S. Capital Wealth Advisors
Texas
$392K +$245 +6 +0.1%
SWM
354
SFG Wealth Management
Maryland
$392K +$448 +11 +0.1%
CAP
355
Columbia Advisory Partners
Washington
$390K +$6.72K +165 +2%
MWM
356
MGB Wealth Management
Texas
$383K – – –
SFP
357
Strategic Financial Partners
Oregon
$383K -$39.8K -976 -9%
RPGK
358
Retirement Planning Group (Kansas)
Kansas
$382K +$114K +2,797 +43%
MCCP
359
Mission Creek Capital Partners
California
$380K – – –
MCC
360
Money Concepts Capital
Florida
$377K +$31.1K +764 +9%
SFPG
361
Stonebridge Financial Planning Group
Florida
$371K – – –
WW
362
Waterfront Wealth
Kansas
$366K – – –
SA
363
SpiderRock Advisors
Delaware
$366K -$216K -5,304 -37%
C
364
CEDRUS
Colorado
$355K +$408 +10 +0.1%
LA
365
LexAurum Advisors
Kansas
$355K -$326 -8 -0.1%
CFG
366
Citizens Financial Group
Rhode Island
$353K +$47.1K +1,156 +15%
HWM
367
HB Wealth Management
Georgia
$353K +$89.2K +2,189 +34%
PI
368
PFG Investments
New York
$353K -$41.9K -1,029 -11%
OWA
369
Opal Wealth Advisors
New York
$349K -$38.1K -935 -10%
FFA
370
Founders Financial Alliance
North Carolina
$348K +$121K +2,957 +53%
WKSWA
371
White Knight Strategic Wealth Advisors
New Jersey
$343K -$22.1K -543 -6%
CCG
372
Cypress Capital Group
Florida
$339K -$108K -2,659 -24%
GPA
373
Guerra Pan Advisors
New Jersey
$333K – – –
RFN
374
RDA Financial Network
Iowa
$316K +$4.08K +100 +1%
MFG
375
Mainsail Financial Group
Washington
$312K +$80.2K +1,969 +35%
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15
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