FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

516 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 261 reducing their positions, and 38 closing their positions.

Holders
516
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
30
Increased
145
Reduced
261
Closed
38
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
-$208K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$18.9M
2
PBF
2
Petix & Botte Financial
California
$23M
3
LFG
3
Larson Financial Group
Missouri
$15M
4
GS
4
GTS Securities
New York
$6.14M
5
SEIA
5
Signature Estate & Investment Advisors
California
$4.69M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$914M
2
LPL Financial
2
LPL Financial
California
$755M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$190M
4
Ameriprise
4
Ameriprise
Minnesota
$210M
5
Bank of America
5
Bank of America
North Carolina
$283M
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
26
Rehmann Capital Advisory Group
Michigan
$27.6M 678,257 +81,078 +14%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$26.3M 646,290 -9,615 -1%
PBF
28
Petix & Botte Financial
California
$23M 564,212 +279,699 +98%
AWS
29
Atria Wealth Solutions
New York
$21.5M 527,624 -79,803 -13%
MML Investors Services
30
MML Investors Services
Massachusetts
$20.7M 508,254 -47,714 -9%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$20.5M 503,954 -254,118 -34%
BFG
32
Beacon Financial Group
Texas
$20.4M 500,404 +10,086 +2%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$20.3M 498,565 -8,967 -2%
PNC
34
Park National Corp
Ohio
$20.2M 495,722 -8,990 -2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$19.9M 488,746 -77,332 -14%
Citigroup
36
Citigroup
New York
$19.5M 479,694 -3,777 -0.8%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$19.1M 468,130 -15,807 -3%
NA
38
NewEdge Advisors
Louisiana
$18.9M 464,249 -1,627 -0.3%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$18.9M 463,106 +446,034 +2,613%
DADC
40
D.A. Davidson & Co
Montana
$18.5M 454,218 -5,627 -1%
IA
41
IFG Advisory
Georgia
$18.4M 450,311 -148,529 -25%
SWP
42
Stratos Wealth Partners
Ohio
$17.9M 438,775 -43,603 -9%
Mariner
43
Mariner
Kansas
$17.6M 432,799 -5,071 -1%
VFG
44
Victory Financial Group
Texas
$16M 393,828 +38,584 +11%
SPIA
45
Steward Partners Investment Advisory
New York
$15.7M 385,283 +18,563 +5%
LFG
46
Larson Financial Group
Missouri
$15M 368,136 +177,669 +93%
KPWS
47
Kestra Private Wealth Services
Texas
$14.9M 364,881 -13,698 -4%
HSWS
48
Higgins & Schmidt Wealth Strategies
Colorado
$12.9M 317,741 -1,256 -0.4%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$12.8M 312,896 -17,045 -5%
WI
50
Wintrust Investments
Illinois
$12.1M 297,164 -5,169 -2%
1
2
3 4 5