FVD icon

First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$34.8M +$541K +15,113 +2%
SWP
27
Stratos Wealth Partners
Ohio
$33.8M +$951K +26,561 +3%
HighTower Advisors
28
HighTower Advisors
Illinois
$33.1M +$543K +15,161 +2%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$32.3M +$323K +9,012 +1%
AWS
30
Atria Wealth Solutions
New York
$32.2M +$5.12M +143,047 +19%
PP
31
Prudential plc
United Kingdom
$30.9M +$26.8M +750,200 +664%
MML Investors Services
32
MML Investors Services
Massachusetts
$30M +$526K +14,707 +2%
TCWA
33
Ten Capital Wealth Advisors
Washington
$29.1M +$137K +3,815 +0.5%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$29.1M +$2.46M +68,861 +9%
PFS
35
Prospera Financial Services
Texas
$28.2M -$482K -13,452 -2%
MIAN
36
Mariner Independent Advisor Network
Kansas
$27.6M +$5.22M +145,753 +23%
Citigroup
37
Citigroup
New York
$24.3M +$1.71M +47,709 +8%
IGWM
38
ICA Group Wealth Management
Colorado
$23.6M +$220K +6,160 +0.9%
IA
39
IFG Advisory
Georgia
$23.2M +$2.69M +75,237 +13%
PWA
40
PCG Wealth Advisors
Kansas
$21.5M +$8.28M +231,264 +63%
SPC
41
Sigma Planning Corp
Michigan
$21.3M -$1.14M -31,846 -5%
PA
42
Prism Advisors
California
$19.8M +$28.9K +807 +0.1%
FAIM
43
Financial Advocates Investment Management
Washington
$19.4M +$294K +8,199 +2%
EH
44
Equitable Holdings
New York
$18.9M -$1.83M -51,068 -9%
GWM
45
GDS Wealth Management
Texas
$18.6M +$580K +16,200 +3%
CAN
46
Cetera Advisor Networks
California
$18.5M -$230K -6,429 -1%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$18.2M -$261K -7,281 -1%
US Bancorp
48
US Bancorp
Minnesota
$17.7M -$846K -23,636 -5%
PNC
49
Park National Corp
Ohio
$17.3M +$261K +7,299 +2%
FA
50
FDx Advisors
Illinois
$16.6M -$169K -4,730 -1%