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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$13.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$11.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$13.9M
4
HF
4
HRT Financial
New York
$8.42M
5
AWM
5
AE Wealth Management
Kansas
$20.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Ameriprise
2
Ameriprise
Minnesota
$328M
3
ACM
3
Advance Capital Management
Michigan
$46.1M
4
UBS Group
4
UBS Group
Switzerland
$255M
5
FA
5
FDx Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$35.5M -$3.84M -102,654 -10%
PFS
27
Prospera Financial Services
Texas
$35.3M +$3.55M +94,831 +11%
NEPWA
28
New England Private Wealth Advisors
Massachusetts
$32.8M -$280K -7,481 -0.8%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$31.1M +$19.9K +531 +0.1%
CA
30
Cetera Advisors
Colorado
$29.9M -$330K -8,839 -1%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$26.1M -$4.93M -131,813 -16%
MML Investors Services
32
MML Investors Services
Massachusetts
$25.8M -$1.2M -32,223 -4%
Mariner
33
Mariner
Kansas
$25.2M -$179K -4,780 -0.7%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$23.6M -$3.71M -99,238 -14%
IA
35
IFG Advisory
Georgia
$22.9M -$1.89M -50,517 -8%
Citigroup
36
Citigroup
New York
$22.9M -$1.4M -37,492 -6%
AA
37
Advisory Alpha
Michigan
$21.9M -$2.15M -57,473 -9%
IGWM
38
ICA Group Wealth Management
Colorado
$21.8M +$610K +16,311 +3%
OWA
39
Octavia Wealth Advisors
Ohio
$21.5M +$1.52M +40,655 +8%
CAN
40
Cetera Advisor Networks
California
$21.4M +$2.54M +67,933 +13%
EH
41
Equitable Holdings
New York
$21.3M -$1.47M -39,352 -6%
PBF
42
Petix & Botte Financial
California
$21M +$684K +18,284 +3%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$21M +$2.49M +66,668 +13%
AWM
44
AE Wealth Management
Kansas
$20.5M +$7.39M +197,776 +56%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$20.1M +$496K +13,279 +3%
KPWS
46
Kestra Private Wealth Services
Texas
$19M +$1.92M +51,446 +11%
KDA
47
Kraft Davis & Associates
Missouri
$18.5M -$45.3K -1,239 -0.2%
PNC
48
Park National Corp
Ohio
$18.3M +$957K +25,594 +6%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$18.1M -$460K -12,309 -2%
NA
50
NewEdge Advisors
Louisiana
$17.9M -$225K -6,016 -1%
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