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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$13.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$11.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$13.9M
4
HF
4
HRT Financial
New York
$8.42M
5
AWM
5
AE Wealth Management
Kansas
$20.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Ameriprise
2
Ameriprise
Minnesota
$328M
3
ACM
3
Advance Capital Management
Michigan
$46.1M
4
UBS Group
4
UBS Group
Switzerland
$255M
5
FA
5
FDx Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
101
Western Wealth Management
Colorado
$7.56M -$159K -4,255 -2%
FNWM
102
Financial Network Wealth Management
Utah
$7.5M -$258K -7,014 -3%
BRWA
103
B. Riley Wealth Advisors
Florida
$7.49M -$1.08M -28,896 -13%
FCM
104
Family Capital Management
Michigan
$7.43M -$378K -10,101 -5%
BPFA
105
Barnes Pettey Financial Advisors
Mississippi
$7.08M -$55.2K -1,475 -0.8%
Goldman Sachs
106
Goldman Sachs
New York
$6.77M -$16.8M -449,697 -71%
FPWM
107
FSB Premier Wealth Management
Iowa
$6.77M +$151K +4,033 +2%
MFG
108
Mainsail Financial Group
Washington
$6.72M +$369K +10,015 +6%
KAS
109
KPP Advisory Services
Kentucky
$6.57M +$6.57M +175,815 New
SFS
110
Sowell Financial Services
Arkansas
$6.49M +$87K +2,327 +1%
SCA
111
Snowden Capital Advisors
New York
$6.38M -$2.96M -79,035 -32%
PA
112
PSI Advisors
Florida
$6.37M +$144K +3,841 +2%
M1FG
113
Mach-1 Financial Group
Arkansas
$6.22M +$5.77M +154,258 +1,285%
IF
114
Integrity Financial
Wyoming
$6.12M +$33.7K +900 +0.6%
AFP
115
Ausdal Financial Partners
Iowa
$5.97M +$250K +6,692 +4%
BFA
116
Beacon Financial Advisory
Ohio
$5.94M +$130K +3,478 +2%
AF
117
Allworth Financial
California
$5.89M -$617K -16,506 -9%
OC
118
Oppenheimer & Co
New York
$5.86M -$337K -9,013 -5%
KCFA
119
Key Client Fiduciary Advisors
New Jersey
$5.76M -$216K -5,777 -4%
CWM
120
Cornerstone Wealth Management
Missouri
$5.68M -$231K -6,167 -4%
SFWC
121
Strategic Family Wealth Counselors
New Jersey
$5.56M +$785 +21 +0%
OPS
122
Orion Portfolio Solutions
Nebraska
$5.55M -$277K -7,401 -5%
BCI
123
Brinker Capital Investments
Pennsylvania
$5.55M -$277K -7,401 -5%
DFA
124
DHJJ Financial Advisors
Illinois
$5.54M -$164K -4,376 -3%
FFS
125
Founders Financial Securities
Maryland
$5.43M -$195K -5,216 -3%
3 4
5
6 7