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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
–
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$193M
2
LPL Financial
2
LPL Financial
California
$848M
3
SWP
3
Stratos Wealth Partners
Ohio
$34.6M
4
SPC
4
Sigma Planning Corp
Michigan
$26.3M
5
CA
5
Cetera Advisors
Colorado
$38.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$68.3M
2
Bank of America
2
Bank of America
North Carolina
$519M
3
Ameriprise
3
Ameriprise
Minnesota
$374M
4
TC
4
Trilogy Capital
California
$1.42M
5
RJA
5
Raymond James & Associates
Florida
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWC
126
Strategic Family Wealth Counselors
New Jersey
$5.39M +$192K +4,550 +4%
WWM
127
Wagner Wealth Management
South Carolina
$5.31M +$249K +5,896 +5%
GIA
128
Gladstone Institutional Advisory
Florida
$5.25M -$5.98M -141,388 -53%
HIS
129
Harvest Investment Services
Illinois
$5.21M -$71.2K -1,684 -1%
MCM
130
MAI Capital Management
Ohio
$5.11M +$846 +20 +0%
HIA
131
Harbor Investment Advisory
Maryland
$5.08M -$45.6K -1,078 -0.9%
IA
132
Insight Advisors
Pennsylvania
$5.06M +$789K +18,645 +18%
GWM
133
Geneos Wealth Management
Colorado
$5.02M +$148K +3,490 +3%
TW
134
Towerpoint Wealth
California
$4.75M +$143K +3,384 +3%
BFA
135
Beacon Financial Advisory
Ohio
$4.75M +$120K +2,843 +3%
SEA
136
Stegent Equity Advisors
Texas
$4.72M +$4.51M +106,736 +2,218%
CCIA
137
Cherry Creek Investment Advisors
Colorado
$4.67M +$91.6K +2,166 +2%
CBFP
138
Cedar Brook Financial Partners
Ohio
$4.62M +$169K +3,995 +4%
VA
139
Valmark Advisers
Ohio
$4.6M +$333K +7,875 +8%
IWC
140
Integrated Wealth Concepts
Massachusetts
$4.55M -$439K -10,374 -9%
BRWA
141
B. Riley Wealth Advisors
Florida
$4.46M -$57.8K -1,367 -1%
SWA
142
Stratos Wealth Advisors
Ohio
$4.44M +$2.32M +54,946 +110%
AC
143
Avestar Capital
New York
$4.4M -$1.19M -28,239 -21%
IAIM
144
International Assets Investment Management
Florida
$4.21M +$116K +2,733 +3%
CAM
145
Cozad Asset Management
Illinois
$4.18M +$106K +2,500 +3%
OIA
146
OneDigital Investment Advisors
Kansas
$4.14M -$749K -17,714 -15%
KIA
147
Kraematon Investment Advisors
Massachusetts
$4.14M +$55.8K +1,320 +1%
SB
148
Strategic Blueprint
Georgia
$4.03M +$254K +5,996 +7%
1W
149
1776 Wealth
Georgia
$3.97M -$190K -4,500 -5%
KA
150
Kovack Advisors
Florida
$3.97M -$988K -23,353 -20%
4 5
6
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