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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

528 hedge funds and large institutions have $8.02B invested in First Trust Value Line Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 45 closing their positions.

Holders
528
Holders Change
+21
Holders Change %
+4.14%
% of All Funds
7.74%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
71
Increased
137
Reduced
262
Closed
45
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$218K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$29.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$81.7M
4
HPC
4
Hobart Private Capital
North Carolina
$12.1M
5
CB
5
Commerce Bank
Missouri
$11.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$865M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$137M
3
UBS Group
3
UBS Group
Switzerland
$237M
4
Stifel Financial
4
Stifel Financial
Missouri
$116M
5
ACM
5
Advance Capital Management
Michigan
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$32.2M -$1.52M -37,518 -5%
CA
27
Cetera Advisors
Colorado
$32.1M -$391K -9,636 -1%
AWS
28
Atria Wealth Solutions
New York
$29.7M -$8.75M -215,752 -23%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$29.5M +$23.7M +584,511 +410%
IA
30
IFG Advisory
Georgia
$25M +$96.5K +2,380 +0.4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$23.9M -$4.45M -109,818 -16%
OWA
32
Octavia Wealth Advisors
Ohio
$23.7M +$434K +10,710 +2%
AA
33
Advisory Alpha
Michigan
$23.6M -$153K -3,769 -0.6%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$23.5M +$714K +17,594 +3%
MML Investors Services
35
MML Investors Services
Massachusetts
$23.1M -$4.94M -121,853 -18%
PBF
36
Petix & Botte Financial
California
$23.1M +$231K +5,684 +1%
Citigroup
37
Citigroup
New York
$22.4M -$2.42M -59,554 -10%
SWP
38
Stratos Wealth Partners
Ohio
$21.3M -$21.9M -539,614 -51%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$20.9M -$836K -20,616 -4%
PNC
40
Park National Corp
Ohio
$20.6M +$842K +20,750 +4%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$19.9M +$275K +6,792 +1%
CAN
42
Cetera Advisor Networks
California
$19.8M -$3.45M -85,153 -15%
NA
43
NewEdge Advisors
Louisiana
$19.6M +$319K +7,894 +2%
GWM
44
GDS Wealth Management
Texas
$19.4M +$685K +16,881 +4%
KDA
45
Kraft Davis & Associates
Missouri
$19.4M -$1.02M -25,296 -5%
BFG
46
Beacon Financial Group
Texas
$19.4M +$1.48M +36,473 +8%
DADC
47
D.A. Davidson & Co
Montana
$19.3M -$41.3K -1,019 -0.2%
FA
48
Fountainhead AM
New Jersey
$19.2M +$1.1M +27,164 +6%
Mariner
49
Mariner
Kansas
$19.1M -$8.2M -202,285 -30%
PVI
50
Pine Valley Investments
New Jersey
$17.9M -$3.61K -89 -0%
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