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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

463 hedge funds and large institutions have $8.23B invested in First Trust Value Line Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 115 reducing their positions, and 29 closing their positions.

Holders
463
Holders Change
+66
Holders Change %
+16.62%
% of All Funds
7.15%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.85%
New
104
Increased
186
Reduced
115
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$433M
2
LPL Financial
2
LPL Financial
California
$827M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.48B
4
AF
4
Allworth Financial
California
$15.7M
5
RJA
5
Raymond James & Associates
Florida
$297M

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$18M
2
PAG
2
Private Advisor Group
New Jersey
$79.2M
3
NL
3
NEPC LLC
Massachusetts
$0
4
CAN
4
Cetera Advisor Networks
California
$23.9M
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$38.7M 898,784 +36,524 +4%
HI
27
Harbour Investments
Wisconsin
$38.2M 888,460 -76,355 -8%
NEPWA
28
New England Private Wealth Advisors
Massachusetts
$37.8M 878,271 +9,000 +1%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$31.5M 732,825 +30,707 +4%
TCWA
30
Ten Capital Wealth Advisors
Washington
$29.2M 677,693 +49,721 +8%
MML Investors Services
31
MML Investors Services
Massachusetts
$28.3M 657,270 -32,059 -5%
MIAN
32
Mariner Independent Advisor Network
Kansas
$28.1M 655,971 -41,814 -6%
EH
33
Equitable Holdings
New York
$26.8M 622,621 +148,352 +31%
CA
34
Cetera Advisors
Colorado
$26.2M 609,376 +32,664 +6%
KWM
35
Kaydan Wealth Management
Michigan
$26M 604,145 +604,145 New
IA
36
IFG Advisory
Georgia
$24.7M 573,278 +9,478 +2%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$24.3M 565,410 +50,285 +10%
CAN
38
Cetera Advisor Networks
California
$23.9M 555,608 -222,837 -29%
PA
39
Prism Advisors
California
$23.9M 554,738 +23,941 +5%
Citigroup
40
Citigroup
New York
$23.7M 549,494 -30,052 -5%
FA
41
Fountainhead AM
New Jersey
$23.3M 541,603 +22,391 +4%
GSWM
42
Golden State Wealth Management
California
$21.8M 506,484 +29,682 +6%
DADC
43
D.A. Davidson & Co
Montana
$21.8M 506,121 +34,638 +7%
FAIM
44
Financial Advocates Investment Management
Washington
$21.5M 497,781 +50,084 +11%
US Bancorp
45
US Bancorp
Minnesota
$20.9M 485,931 -7,061 -1%
GWM
46
GDS Wealth Management
Texas
$20.5M 476,727 +476,727 New
OWA
47
Octavia Wealth Advisors
Ohio
$19.6M 456,342 +58,465 +15%
FA
48
FDx Advisors
Illinois
$19.5M 453,958 -3,426 -0.7%
SWAG
49
Spectrum Wealth Advisory Group
California
$18.9M 439,932 +10,810 +3%
SWM
50
Spire Wealth Management
Virginia
$18.7M 435,105 -494 -0.1%
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