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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.

New
Increased
Maintained
Reduced
Closed
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 %
WI
76
Wintrust Investments
Illinois
$11.1M -$146K -3,611 -1%
WS
77
Wedbush Securities
California
$11M -$181K -4,473 -2%
CCFM
78
Clear Creek Financial Management
Washington
$11M +$131K +3,230 +1%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$10.7M -$4.44M -109,436 -29%
William Blair & Company
80
William Blair & Company
Illinois
$10.5M -$141K -3,467 -1%
PIA
81
Perennial Investment Advisors
California
$10.2M -$7.81M -192,580 -43%
IWM
82
IHT Wealth Management
Illinois
$9.66M -$464K -11,439 -5%
WIP
83
WealthCare Investment Partners
Rhode Island
$9.26M +$217K +5,333 +2%
FA
84
Flagstar Advisors
New York
$8.91M -$52.6K -1,297 -0.6%
FPAS
85
Focus Partners Advisor Solutions
Missouri
$8.63M -$1.05M -25,899 -11%
FNWM
86
Financial Network Wealth Management
Utah
$8.63M +$369K +9,088 +4%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$8.55M -$815K -20,082 -9%
SFS
88
Sowell Financial Services
Arkansas
$8.45M +$1.41M +34,657 +20%
ECA
89
Elevated Capital Advisors
Utah
$8.43M -$43.8K -1,079 -0.5%
SPG
90
Strategic Planning Group
Utah
$8.24M +$8.24M +203,159 New
1SB
91
1ST Source Bank
Indiana
$8.14M -$271K -6,693 -3%
HFP
92
Holistic Financial Partners
Indiana
$8.1M -$396K -9,751 -5%
WWM
93
Western Wealth Management
Colorado
$8.06M -$140K -3,457 -2%
PWA
94
PCG Wealth Advisors
Kansas
$8.01M -$1.35M -33,289 -14%
BWA
95
BlueChip Wealth Advisors
Georgia
$7.77M +$7.77M +191,567 New
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$7.66M -$4.39M -108,205 -36%
FPWM
97
FSB Premier Wealth Management
Iowa
$7.28M -$58.6K -1,445 -0.8%
SCA
98
Snowden Capital Advisors
New York
$7.26M +$330K +8,128 +5%
PA
99
PSI Advisors
Florida
$7.16M +$256K +6,303 +4%
CA
100
Crumly & Associates
Illinois
$7.11M -$1.37M -33,685 -16%
2 3
4
5 6