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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

532 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.71%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.64%
New
49
Increased
155
Reduced
273
Closed
35
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$9K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$98.6M
2
CA
2
Cetera Advisors
Colorado
$56.7M
3
GAA
3
Global Assets Advisory
Florida
$13.5M
4
KAS
4
KPP Advisory Services
Kentucky
$7.73M
5
Goldman Sachs
5
Goldman Sachs
New York
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.02B
2
Ameriprise
2
Ameriprise
Minnesota
$250M
3
Wells Fargo
3
Wells Fargo
California
$328M
4
LPL Financial
4
LPL Financial
California
$844M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$98M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
126
Orion Portfolio Solutions
Nebraska
$5.09M -$844K -19,985 -14%
BCI
127
Brinker Capital Investments
Pennsylvania
$5.09M -$844K -19,985 -14%
PIA
128
Perennial Investment Advisors
California
$5.06M -$5.53M -130,987 -52%
FCM
129
Family Capital Management
Michigan
$5.04M -$355K -8,413 -7%
CWM
130
Cornerstone Wealth Management
Missouri
$5.03M -$713K -16,888 -12%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$5.01M -$420K -9,941 -8%
BWG
132
Balanced Wealth Group
Ohio
$5.01M +$816K +19,443 +19%
Jane Street
133
Jane Street
New York
$5.01M +$5.01M +118,529 New
CBFP
134
Cedar Brook Financial Partners
Ohio
$5M +$32.9K +778 +0.7%
RW
135
RVW Wealth
California
$4.99M -$2.32M -54,884 -32%
NS
136
NBC Securities
Alabama
$4.91M -$521K -12,313 -10%
CPIG
137
Chicago Partners Investment Group
Illinois
$4.75M -$1.08M -26,424 -19%
T
138
Tidemark
California
$4.51M -$697K -16,502 -13%
TCFP
139
Treasure Coast Financial Planning
Florida
$4.26M +$4M +94,682 +1,547%
ACM
140
Advance Capital Management
Michigan
$4.16M -$8.52M -201,642 -67%
BA
141
Ballew Advisors
Mississippi
$4.15M -$18.4K -450 -0.4%
HIA
142
Harbor Investment Advisory
Maryland
$4.15M -$730K -17,296 -15%
VA
143
Valmark Advisers
Ohio
$4.08M -$429K -10,158 -10%
CCA
144
Cottonwood Capital Advisors
Utah
$4.04M -$176K -4,383 -4%
BC
145
Barrett & Company
Rhode Island
$4.03M +$69.8K +1,654 +2%
SP
146
Stablepoint Partners
Massachusetts
$3.98M +$869K +20,581 +28%
SW
147
Simplicity Wealth
New Jersey
$3.96M +$3.96M +93,656 New
HAS
148
HBW Advisory Services
California
$3.94M – – –
GA
149
Goldstein Advisors
Wisconsin
$3.84M -$38.1K -902 -1%
AFAS
150
Acorn Financial Advisory Services
Virginia
$3.79M -$128K -3,027 -3%
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6
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