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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 %
BPFA
101
Barnes Pettey Financial Advisors
Mississippi
$5.85M 143,606 -23,851 -14%
CCIA
102
Cherry Creek Investment Advisors
Colorado
$5.74M 140,874 -7,168 -5%
1W
103
1776 Wealth
Georgia
$5.73M 140,546 -6,011 -4%
AWM
104
AE Wealth Management
Kansas
$5.67M 139,254 +10,563 +8%
KDA
105
Kraft Davis & Associates
Missouri
$5.53M 128,466 -331,094 -72%
TW
106
Towerpoint Wealth
California
$5.2M 127,682 +3,935 +3%
NW
107
Naviter Wealth
Arkansas
$5.15M 126,410 +3,857 +3%
AI
108
Atria Investments
North Carolina
$5.15M 126,374 -4,908 -4%
SCA
109
Snowden Capital Advisors
New York
$5.09M 124,810 -19,312 -13%
WWM
110
Western Wealth Management
Colorado
$5.06M 124,221 -14,872 -11%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$5.02M 123,233 +4,516 +4%
BRWA
112
B. Riley Wealth Advisors
Florida
$4.97M 122,056 -78,281 -39%
WWM
113
Wagner Wealth Management
South Carolina
$4.91M 120,598 -271 -0.2%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$4.9M 120,353 +31,149 +35%
OPS
115
Orion Portfolio Solutions
Nebraska
$4.87M 119,552 -972 -0.8%
BCI
116
Brinker Capital Investments
Pennsylvania
$4.87M 119,552 -972 -0.8%
CWM
117
Cornerstone Wealth Management
Missouri
$4.78M 117,382 -1,699 -1%
BWG
118
Balanced Wealth Group
Ohio
$4.77M 117,573 -1,779 -1%
SEIA
119
Signature Estate & Investment Advisors
California
$4.69M 115,095 +115,095 New
FAIM
120
Financial Advocates Investment Management
Washington
$4.64M 113,765 -8,920 -7%
FCM
121
Family Capital Management
Michigan
$4.61M 113,179 -6,101 -5%
IGWM
122
ICA Group Wealth Management
Colorado
$4.58M 112,449 -165,956 -60%
BA
123
Ballew Advisors
Mississippi
$4.44M 105,980 +4,627 +5%
HAS
124
HBW Advisory Services
California
$4.42M 108,473 +11,372 +12%
TCFP
125
Treasure Coast Financial Planning
Florida
$4.41M 108,293 +7,492 +7%
3 4
5
6 7