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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 %
AF
51
Apexium Financial
Texas
$12M 295,379 -8,743 -3%
KCM
52
Kaye Capital Management
California
$11.9M 290,917 -1,301 -0.4%
US Bancorp
53
US Bancorp
Minnesota
$11.7M 286,746 -3,935 -1%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$11.7M 286,804 -1,783 -0.6%
CB
55
Commerce Bank
Missouri
$11.6M 285,223 – –
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$11.4M 278,577 -1,606 -0.6%
SOS
57
Silver Oak Securities
Tennessee
$11.3M 276,182 -10,212 -4%
IA
58
IFP Advisors
Florida
$10.9M 267,164 -56,982 -18%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$10.5M 258,482 +7,597 +3%
SPG
60
Strategic Planning Group
Utah
$10.5M 257,336 +12,221 +5%
WIP
61
WealthCare Investment Partners
Rhode Island
$10M 245,295 +4,923 +2%
SA
62
Sanctuary Advisors
Indiana
$9.86M 241,856 +241,856 New
IWC
63
Integrated Wealth Concepts
Massachusetts
$9.46M 232,147 +1,936 +0.8%
BFA
64
Beacon Financial Advisory
Ohio
$9.33M 229,023 +68,873 +43%
William Blair & Company
65
William Blair & Company
Illinois
$9.28M 227,825 -32,428 -12%
HPC
66
Hobart Private Capital
North Carolina
$9.22M 226,298 -143,874 -39%
PWA
67
PCG Wealth Advisors
Kansas
$9.15M 224,556 +10,370 +5%
FA
68
Fountainhead AM
New Jersey
$9.01M 221,089 -77,975 -26%
IWM
69
IHT Wealth Management
Illinois
$8.99M 220,681 -4,420 -2%
EH
70
Equitable Holdings
New York
$8.48M 208,057 -12,154 -6%
1SB
71
1ST Source Bank
Indiana
$8.25M 202,385 +1,205 +0.6%
HFP
72
Holistic Financial Partners
Indiana
$8.24M 202,168 -8,060 -4%
WS
73
Wedbush Securities
California
$8.23M 201,917 -62,919 -24%
CIA
74
Concurrent Investment Advisors
Florida
$8.16M 200,354 +30,449 +18%
FA
75
Flagstar Advisors
New York
$8.02M 196,927 -9,460 -5%
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