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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 %
RE
376
RBC Europe
United Kingdom
$230K – – –
FNBTCON
377
First National Bank & Trust Co of Newtown
Pennsylvania
$229K – – –
OPW
378
Oxler Private Wealth
New York
$219K +$972 +23 +0.4%
VHAM
379
Van Hulzen Asset Management
California
$216K -$4.23K -100 -2%
WFS
380
Weitzel Financial Services
Iowa
$213K +$6.98K +165 +3%
PAMG
381
Patton Albertson Miller Group
Tennessee
$212K – – –
MCM
382
Mendel Capital Management
Arkansas
$211K +$972 +23 +0.5%
CB
383
Commerce Bank
Missouri
$209K – – –
AWM
384
Avior Wealth Management
Nebraska
$209K +$718 +17 +0.3%
OCM
385
Objective Capital Management
Ohio
$208K – – –
SFP
386
Sweet Financial Partners
Minnesota
$205K – – –
BA
387
Ballast Advisors
Minnesota
$204K – – –
CL
388
Choreo LLC
Illinois
$201K – – –
WP
389
WealthSource Partners
California
$201K +$201K +4,755 New
MIC
390
Means Investment Company
Maine
$200K – – –
FFA
391
Freedman Financial Associates
Massachusetts
$190K +$75K +1,772 +65%
EWM
392
Endurance Wealth Management
Rhode Island
$188K – – –
WIM
393
Westside Investment Management
California
$171K +$38.6K +3,845 +29%
LAS
394
Lloyd Advisory Services
Georgia
$159K -$39.3K -928 -20%
FCA
395
FinTrust Capital Advisors
South Carolina
$153K – – –
CAL
396
Capital Analysts LLC
Pennsylvania
$131K +$4.3K +102 +3%
S
397
SignatureFD
Georgia
$131K +$108K +2,554 +464%
First Manhattan
398
First Manhattan
New York
$130K -$74.6K -1,776 -36%
ADL
399
Asset Dedication LLC
California
$128K +$35.1K +838 +38%
PB
400
Pinnacle Bancorp
Nebraska
$118K -$1.73K -41 -1%
14 15
16
17 18