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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$401M
2
Wells Fargo
2
Wells Fargo
California
$392M
3
Goldman Sachs
3
Goldman Sachs
New York
$25.3M
4
AA
4
Advisory Alpha
Michigan
$25.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$58.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.28B
3
ACM
3
Advance Capital Management
Michigan
$79.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$260M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$39.5M -$656K -16,356 -2%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$35.5M -$721K -17,987 -2%
PFS
28
Prospera Financial Services
Texas
$34.1M -$2.12M -52,926 -6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$33.3M -$6.81M -169,973 -17%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$33.3M -$597K -14,891 -2%
CA
31
Cetera Advisors
Colorado
$32.4M -$7.44M -185,681 -19%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$29.3M -$10.7M -266,558 -27%
MML Investors Services
33
MML Investors Services
Massachusetts
$29M +$2.37M +59,206 +9%
Mariner
34
Mariner
Kansas
$27.2M -$698K -17,409 -3%
IA
35
IFG Advisory
Georgia
$26.6M -$334K -8,332 -1%
Citigroup
36
Citigroup
New York
$26.1M -$544K -13,560 -2%
AA
37
Advisory Alpha
Michigan
$25.8M +$18.4M +459,726 +251%
Goldman Sachs
38
Goldman Sachs
New York
$25.3M +$21.2M +528,745 +518%
EH
39
Equitable Holdings
New York
$24.4M +$4.59M +114,405 +23%
FAIM
40
Financial Advocates Investment Management
Washington
$23.9M +$157K +3,907 +0.7%
IGWM
41
ICA Group Wealth Management
Colorado
$22.7M +$333K +8,313 +1%
PBF
42
Petix & Botte Financial
California
$21.8M +$11.3M +282,219 +108%
DADC
43
D.A. Davidson & Co
Montana
$21.6M +$81.1K +2,022 +0.4%
PA
44
Prism Advisors
California
$21.5M +$461K +11,502 +2%
OWA
45
Octavia Wealth Advisors
Ohio
$21.4M +$1.29M +32,126 +6%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$21M +$819K +20,434 +4%
FA
47
FDx Advisors
Illinois
$20.3M +$10.5M +262,899 +108%
CAN
48
Cetera Advisor Networks
California
$20.3M -$1.14M -28,408 -5%
KDA
49
Kraft Davis & Associates
Missouri
$20.1M +$20.1M +505,426 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$19.9M +$437K +10,893 +2%
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