FVD icon

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 %
Cerity Partners
376
Cerity Partners
New York
$308K -$141K -3,457 -31%
TIAA Trust, National Association
377
TIAA Trust, National Association
North Carolina
$307K -$170K -4,169 -36%
TCWM
378
Total Clarity Wealth Management
Illinois
$306K +$27.5K +675 +10%
TA
379
TFB Advisors
Kansas
$304K -$448 -11 -0.1%
OL
380
Owen LaRue
Kentucky
$303K +$23.9K +587 +9%
BMC
381
Beaton Management Company
Massachusetts
$299K – – –
QPW
382
Quantum Private Wealth
Florida
$299K – – –
WP
383
WealthPLAN Partners
Nebraska
$297K +$23.8K +583 +9%
TC
384
TownSquare Capital
Utah
$295K -$1.66M -40,714 -85%
GT
385
Greenleaf Trust
Michigan
$292K -$10.9K -267 -4%
RWM
386
Ritholtz Wealth Management
New York
$290K -$44.8K -1,100 -13%
CRC
387
Curi RMB Capital
Illinois
$287K – – –
GWA
388
Gratus Wealth Advisors
Virginia
$287K -$34.7K -821 -11%
SPWM
389
Schrum Private Wealth Management
Florida
$286K – – –
WFS
390
Weitzel Financial Services
Iowa
$282K – – –
OP
391
ORG Partners
Indiana
$278K +$278K +6,846 New
CWP
392
Core Wealth Partners
California
$277K -$15.4K -377 -5%
PCS
393
Private Client Services
Kentucky
$273K +$65.4K +1,606 +32%
PPP
394
Private Portfolio Partners
New Jersey
$262K +$6.77K +166 +3%
DAS
395
Diversify Advisory Services
Utah
$261K +$7.56K +187 +3%
GI
396
GAMMA Investing
California
$260K +$15.1K +370 +6%
DWP
397
Daymark Wealth Partners
Ohio
$260K +$1.83K +45 +0.7%
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$254K -$58.8K -1,450 -19%
Tudor Investment Corp
399
Tudor Investment Corp
Connecticut
$254K -$25.7K -630 -9%
APP
400
Avantax Planning Partners
Iowa
$252K +$252K +6,190 New
14 15
16
17 18