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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 Holding Trade Value Shares
Change 		Shares
Change %
BPFA
101
Barnes Pettey Financial Advisors
Mississippi
$7.1M -$586K -14,454 -8%
RW
102
RVW Wealth
California
$7.01M -$2.37M -58,499 -25%
BPA
103
Beacon Pointe Advisors
California
$6.98M -$2.32M -57,124 -25%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$6.95M +$3.24M +79,868 +87%
BRWA
105
B. Riley Wealth Advisors
Florida
$6.8M -$1.33M -32,673 -16%
Citadel Advisors
106
Citadel Advisors
Florida
$6.56M -$7.81M -192,476 -54%
BFA
107
Beacon Financial Advisory
Ohio
$6.56M +$108K +2,657 +2%
AFP
108
Ausdal Financial Partners
Iowa
$6.55M +$79.9K +1,969 +1%
OC
109
Oppenheimer & Co
New York
$6.54M +$184K +4,526 +3%
IF
110
Integrity Financial
Wyoming
$6.33M -$308K -7,592 -5%
FAIM
111
Financial Advocates Investment Management
Washington
$6.32M -$12.1M -299,108 -66%
KCFA
112
Key Client Fiduciary Advisors
New Jersey
$6.16M -$88.6K -2,185 -1%
1W
113
1776 Wealth
Georgia
$6.14M +$1.84M +45,244 +43%
CAS
114
Coppell Advisory Solutions
Texas
$5.87M +$2.79M +68,769 +90%
DFA
115
DHJJ Financial Advisors
Illinois
$5.84M -$177K -4,368 -3%
SFWC
116
Strategic Family Wealth Counselors
New Jersey
$5.83M -$200K -4,943 -3%
AF
117
Allworth Financial
California
$5.77M -$620K -15,283 -10%
M1FG
118
Mach-1 Financial Group
Arkansas
$5.73M -$1.01M -24,963 -15%
OPS
119
Orion Portfolio Solutions
Nebraska
$5.71M -$323K -7,958 -5%
BCI
120
Brinker Capital Investments
Pennsylvania
$5.71M -$323K -7,958 -5%
CPIG
121
Chicago Partners Investment Group
Illinois
$5.69M +$94.3K +2,358 +2%
GWP
122
Gateway Wealth Partners
Wisconsin
$5.63M +$65.6K +1,618 +1%
CIA
123
Concurrent Investment Advisors
Florida
$5.63M +$5.63M +138,816 New
CCIA
124
Cherry Creek Investment Advisors
Colorado
$5.62M +$16.8K +415 +0.3%
SWAG
125
Spectrum Wealth Advisory Group
California
$5.59M +$123K +3,042 +2%
3 4
5
6 7