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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 Market Value Shares Shares
Change 		Shares
Change %
NLP
51
Next Level Private
New York
$17M 419,569 -10,867 -3%
KPWS
52
Kestra Private Wealth Services
Texas
$16.3M 402,146 -106,297 -21%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$16.2M 400,514 +55,515 +16%
AWM
54
AE Wealth Management
Kansas
$15.8M 390,881 -158,100 -29%
UL
55
Unionview LLC
Washington
$14.6M 360,490 -3,179 -0.9%
BHB
56
Bank Hapoalim BM
Israel
$14M 346,000 – –
IA
57
IFP Advisors
Florida
$13.8M 340,723 +23,399 +7%
SWM
58
Spire Wealth Management
Virginia
$13.8M 342,923 +18,298 +6%
HSWS
59
Higgins & Schmidt Wealth Strategies
Colorado
$12.9M 317,569 +317,569 New
AF
60
Apexium Financial
Texas
$12.8M 314,859 -16,737 -5%
IWC
61
Integrated Wealth Concepts
Massachusetts
$12.6M 311,558 -59,342 -16%
SPIA
62
Steward Partners Investment Advisory
New York
$12.5M 308,578 -97,926 -24%
VFG
63
Victory Financial Group
Texas
$12.3M 302,977 +302,977 New
ACM
64
Advance Capital Management
Michigan
$12.2M 300,261 -931,407 -76%
HPC
65
Hobart Private Capital
North Carolina
$12.1M 298,481 +298,481 New
EH
66
Equitable Holdings
New York
$12M 295,124 -274,409 -48%
SOS
67
Silver Oak Securities
Tennessee
$11.9M 294,179 -15,136 -5%
IGWM
68
ICA Group Wealth Management
Colorado
$11.9M 294,047 -289,621 -50%
KCM
69
Kaye Capital Management
California
$11.9M 294,913 -24,448 -8%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$11.7M 289,433 -24,124 -8%
CWM
71
Centurion Wealth Management
Virginia
$11.7M 287,959 +22,431 +8%
US Bancorp
72
US Bancorp
Minnesota
$11.7M 287,416 -8,963 -3%
CB
73
Commerce Bank
Missouri
$11.6M 285,223 +276,876 +3,317%
HCA
74
Heck Capital Advisors
Wisconsin
$11.5M 284,505 -3,613 -1%
DAS
75
Dynamic Advisor Solutions
Arizona
$11.2M 278,441 +6,638 +2%
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3
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