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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

584 hedge funds and large institutions have $7.09B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 166 increasing their positions, 250 reducing their positions, and 39 closing their positions.

Holders
584
Holders Change
+46
Holders Change %
+8.55%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
95
Increased
166
Reduced
250
Closed
39
Calls
$48K
Puts
–
Net Calls
+$48K
Net Calls Change
+$48K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$82M
2
Ameriprise
2
Ameriprise
Minnesota
$213M
3
Bank of America
3
Bank of America
North Carolina
$321M
4
IAA
4
Independent Advisor Alliance
North Carolina
$15.5M
5
FTUS
5
Flow Traders U.S.
New York
$7.14M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$3.33M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.29B
3
Morgan Stanley
3
Morgan Stanley
New York
$918M
4
Wells Fargo
4
Wells Fargo
California
$291M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$146M
Name Market Value Shares Shares
Change 		Shares
Change %
RMP
476
Richards, Merrill & Peterson
Washington
$211K 4,825 +4,825 New
RBWA
477
RFG - Bristol Wealth Advisors
Massachusetts
$210K 4,809 +4,809 New
SS
478
Sunbelt Securities
Texas
$207K 4,771 -114 -2%
AWA
479
Alta Wealth Advisors
Massachusetts
$207K 4,736 -915 -16%
CFB
480
Cullen/Frost Bankers
Texas
$207K 4,736 +2,542 +116%
PFP
481
Paragon Financial Partners
California
$205K 4,688 – –
Russell Investments Group
482
Russell Investments Group
United Kingdom
$204K 4,684 +4,684 New
NWA
483
Navis Wealth Advisors
New York
$203K 4,653 – –
MPW
484
Monterey Private Wealth
California
$202K 4,634 +9 +0.2%
GFA
485
Gallagher Fiduciary Advisors
Illinois
$202K 4,627 +4,627 New
GWP
486
Gen-Wealth Partners
Michigan
$176K 4,041 – –
RWM
487
Rialto Wealth Management
New York
$152K 3,489 +3,489 New
VWM
488
Venturi Wealth Management
Texas
$149K 3,425 +3,425 New
JFGIW
489
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K 3,288 -3,287 -50%
TCOV
490
Trust Company of Vermont
Vermont
$140K 3,200 – –
CA
491
Clearstead Advisors
Ohio
$137K 3,148 – –
TIM
492
Thompson Investment Management
Wisconsin
$135K 3,095 +2,095 +210%
ADL
493
Asset Dedication LLC
California
$135K 3,091 -65 -2%
DWM
494
Darwin Wealth Management
Florida
$119K 2,727 -2,535 -48%
VHAM
495
Van Hulzen Asset Management
California
$119K 2,717 +2,717 New
HNB
496
Huntington National Bank
Ohio
– – – –
BLC
497
Brown, Lisle/Cummings
Rhode Island
$113K 2,600 – –
HBT
498
Hills Bank & Trust
Iowa
$109K 2,500 – –
MIFH
499
Migdal Insurance & Financial Holdings
Israel
$109K 2,502 -349 -12%
CMP
500
Coston McIsaac & Partners
Maine
$102K 2,380 +3 +0.1%
18 19
20
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