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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

481 hedge funds and large institutions have $7.5B invested in First Trust Value Line Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 174 reducing their positions, and 33 closing their positions.

Holders
481
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.13%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.9%
New
40
Increased
184
Reduced
174
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$388M
2
LPL Financial
2
LPL Financial
California
$806M
3
UBS Group
3
UBS Group
Switzerland
$351M
4
KAS
4
Kestra Advisory Services
Texas
$58.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$266M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$414M
2
Ameriprise
2
Ameriprise
Minnesota
$301M
3
NLP
3
Next Level Private
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.3B
5
PBF
5
Petix & Botte Financial
California
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
NEPWA
26
New England Private Wealth Advisors
Massachusetts
$37.8M 894,318 -112 -0%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$37.1M 956,311 -37,273 -4%
SWP
28
Stratos Wealth Partners
Ohio
$35.6M 917,067 +97,968 +12%
HighTower Advisors
29
HighTower Advisors
Illinois
$35.3M 908,048 +1,127 +0.1%
MML Investors Services
30
MML Investors Services
Massachusetts
$31.9M 822,381 +45,854 +6%
TCWA
31
Ten Capital Wealth Advisors
Washington
$31.4M 809,792 +134,145 +20%
PFS
32
Prospera Financial Services
Texas
$31.1M 801,916 -118,002 -13%
AWS
33
Atria Wealth Solutions
New York
$29.4M 757,300 +171,588 +29%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$28.9M 744,666 +214,748 +41%
IGWM
35
ICA Group Wealth Management
Colorado
$27.3M 652,872 +23,326 +4%
KWM
36
Kaydan Wealth Management
Michigan
$25.4M 655,432 +50,003 +8%
Citigroup
37
Citigroup
New York
$24.5M 631,775 +96,295 +18%
MIAN
38
Mariner Independent Advisor Network
Kansas
$24.4M 624,269 +41,476 +7%
SPC
39
Sigma Planning Corp
Michigan
$24.4M 628,128 +6,375 +1%
EH
40
Equitable Holdings
New York
$22.5M 578,752 -36,870 -6%
IA
41
IFG Advisory
Georgia
$22.3M 573,729 -13,494 -2%
PA
42
Prism Advisors
California
$21.4M 552,173 -16,315 -3%
FAIM
43
Financial Advocates Investment Management
Washington
$20.7M 533,243 +33,111 +7%
CAN
44
Cetera Advisor Networks
California
$20.3M 523,146 +18,970 +4%
US Bancorp
45
US Bancorp
Minnesota
$20.1M 518,675 -41,178 -7%
DADC
46
D.A. Davidson & Co
Montana
$20.1M 518,256 -11,686 -2%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$20M 515,454 -68,339 -12%
FA
48
Fountainhead AM
New Jersey
$19.9M 514,019 -14,976 -3%
GWM
49
GDS Wealth Management
Texas
$19.5M 502,754 +24,365 +5%
PNC
50
Park National Corp
Ohio
$18.4M 475,029 +44,980 +10%
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