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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$12.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.52M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.9M
4
HF
HRT Financial
New York
+$8.42M
5
AWM
AE Wealth Management
Kansas
+$7.39M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$85.4M
2
Ameriprise
Ameriprise
Minnesota
-$45.5M
3
ACM
Advance Capital Management
Michigan
-$27.9M
4
UBS Group
UBS Group
Switzerland
-$26.3M
5
FA
FDx Advisors
Illinois
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
376
Commerce Bank
Missouri
$312K -$140K -3,753 -31%
SF
377
Summit Financial
New Jersey
$310K – – –
RWM
378
Ritholtz Wealth Management
New York
$301K +$28.6K +764 +10%
GPA
379
Guerra Pan Advisors
New Jersey
$298K -$13.1K -350 -4%
RFN
380
RDA Financial Network
Iowa
$291K -$5.65K -151 -2%
QPW
381
Quantum Private Wealth
Florida
$288K – – –
T
382
TRUADVICE
Florida
$285K +$51.8K +1,379 +22%
CA
383
Clearstead Advisors
Ohio
$283K +$141K +3,780 +100%
USCWA
384
U.S. Capital Wealth Advisors
Texas
$282K +$224 +6 +0.1%
BMC
385
Beaton Management Company
Massachusetts
$281K – – –
CFG
386
Citizens Financial Group
Rhode Island
$281K -$64.5K -1,725 -19%
WFS
387
Weitzel Financial Services
Iowa
$277K +$2.1K +57 +0.8%
TI
388
Trexquant Investment
Connecticut
$276K +$276K +7,369 New
KP
389
Keel Point
Alabama
$275K +$65K +1,739 +31%
TA
390
TFB Advisors
Kansas
$274K -$69.7K -1,865 -20%
OL
391
Owen LaRue
Kentucky
$272K – – –
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$271K -$101K -2,688 -27%
PA
393
Prism Advisors
California
$263K -$19.8M -529,944 -99%
CWM
394
Curi Wealth Management
North Carolina
$263K -$1.91K -51 -0.7%
MIC
395
Means Investment Company
Maine
$263K +$263K +7,034 New
DWP
396
Daymark Wealth Partners
Ohio
$262K -$108K -2,901 -29%
SPWM
397
Schrum Private Wealth Management
Florida
$262K – – –
KWM
398
Keebeck Wealth Management
Illinois
$259K -$13M -348,700 -98%
CAM
399
Concorde Asset Management
Michigan
$258K -$5.28M -141,301 -95%
MSFS
400
Main Street Financial Solutions
Pennsylvania
$257K +$8.08K +216 +3%
14 15
16
17 18