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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$360M
2
LPL Financial
LPL Financial
California
$886M
3
Mariner
Mariner
Kansas
$32.8M
4
PP
Prudential plc
United Kingdom
$50.9M
5
KAS
Kestra Advisory Services
Texas
$61.6M

Top Sellers

1
KIG
Kowal Investment Group
Wisconsin
$19.1M
2
UBS Group
UBS Group
Switzerland
$335M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
4
PWA
PCG Wealth Advisors
Kansas
$11.9M
5
SPC
Sigma Planning Corp
Michigan
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
126
Ausdal Financial Partners
Iowa
$5.39M -$832K -20,841 -13%
CCIA
127
Cherry Creek Investment Advisors
Colorado
$5.38M +$22.8K +572 +0.4%
TI
128
tru Independence
Oregon
$5.34M -$27.3K -684 -0.5%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$5.23M -$530K -13,246 -9%
FHC
130
First Heartland Consultants
Missouri
$5.21M -$277K -6,948 -5%
BFA
131
Beacon Financial Advisory
Ohio
$5.12M +$455K +11,409 +10%
HIS
132
Harvest Investment Services
Illinois
$5.11M +$49.3K +1,235 +1%
WWM
133
Wagner Wealth Management
South Carolina
$5.06M +$141K +3,529 +3%
TW
134
Towerpoint Wealth
California
$5.01M +$247K +6,188 +5%
OPS
135
Orion Portfolio Solutions
Nebraska
$4.95M +$1.3M +32,494 +36%
CPIG
136
Chicago Partners Investment Group
Illinois
$4.91M +$374K +9,112 +8%
FHA
137
Flagship Harbor Advisors
Massachusetts
$4.91M +$443K +11,098 +10%
VA
138
Valmark Advisers
Ohio
$4.89M -$36.4K -912 -0.7%
HIA
139
Harbor Investment Advisory
Maryland
$4.83M -$519 -13 -0%
MIFH
140
Migdal Insurance & Financial Holdings
Israel
$4.83M +$133K +3,326 +3%
CBFP
141
Cedar Brook Financial Partners
Ohio
$4.83M -$31.4K -787 -0.6%
CCA
142
Cottonwood Capital Advisors
Utah
$4.81M -$439K -10,992 -8%
GIA
143
Gladstone Institutional Advisory
Florida
$4.59M -$340K -8,529 -7%
Goldman Sachs
144
Goldman Sachs
New York
$4.34M +$191K +4,796 +5%
MCM
145
MAI Capital Management
Ohio
$4.26M -$366K -9,181 -8%
SFS
146
Sowell Financial Services
Arkansas
$4.22M +$1.52M +37,999 +56%
1W
147
1776 Wealth
Georgia
$4.19M -$53K -1,327 -1%
AFAS
148
Acorn Financial Advisory Services
Virginia
$4.16M +$147K +3,680 +4%
SAM
149
SignalPoint Asset Management
Missouri
$4.08M +$208K +5,213 +5%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$3.95M +$2.09M +52,320 +112%
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