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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

584 hedge funds and large institutions have $7.09B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 166 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+46
Holders Change %
+8.55%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
95
Increased
166
Reduced
250
Closed
39
Calls
$48K
Puts
–
Net Calls
+$48K
Net Calls Change
+$48K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$82M
2
Ameriprise
2
Ameriprise
Minnesota
$213M
3
Bank of America
3
Bank of America
North Carolina
$321M
4
IAA
4
Independent Advisor Alliance
North Carolina
$15.5M
5
FTUS
5
Flow Traders U.S.
New York
$7.14M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$3.33M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.29B
3
Morgan Stanley
3
Morgan Stanley
New York
$918M
4
Wells Fargo
4
Wells Fargo
California
$291M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Cornerstone Wealth Management
Missouri
$4.54M -$255K -5,850 -5%
TCFP
127
Treasure Coast Financial Planning
Florida
$4.51M -$211K -4,837 -4%
IWM
128
Iams Wealth Management
Nebraska
$4.51M +$83.9K +1,922 +2%
KA
129
Kovack Advisors
Florida
$4.47M -$1.57K -36 -0%
P
130
&Partners
Tennessee
$4.39M +$190K +4,345 +5%
SEP
131
Southland Equity Partners
Missouri
$4.35M -$21.9K -502 -0.5%
SEIA
132
Signature Estate & Investment Advisors
California
$4.27M -$447K -10,233 -9%
MQWP
133
Morey & Quinn Wealth Partners
Nebraska
$4.22M +$4.22M +96,638 New
MA
134
Mutual Advisors
Nebraska
$4.18M +$334K +7,585 +9%
CPIG
135
Chicago Partners Investment Group
Illinois
$4.16M -$200K -4,615 -5%
HIA
136
Harbor Investment Advisory
Maryland
$4.16M -$52.2K -1,196 -1%
BRWA
137
B. Riley Wealth Advisors
Florida
$4.11M -$482K -11,051 -10%
SP
138
Stablepoint Partners
Massachusetts
$4.08M +$799K +18,311 +24%
AA
139
Advisory Alpha
Michigan
$4.07M -$1.39M -31,888 -26%
VA
140
Valmark Advisers
Ohio
$4.01M +$4.63K +106 +0.1%
GA
141
Goldstein Advisors
Wisconsin
$3.95M -$8.51K -195 -0.2%
IF
142
Intrua Financial
Texas
$3.89M +$457K +10,469 +13%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$3.86M -$2.52M -57,770 -40%
KAS
144
KPP Advisory Services
Kentucky
$3.77M -$91.8K -2,103 -2%
KWM
145
Kingsview Wealth Management
Oregon
$3.74M -$15.1K -346 -0.4%
KWM
146
Kaydan Wealth Management
Michigan
$3.61M +$87K +1,994 +2%
FAIM
147
Financial Advocates Investment Management
Washington
$3.58M -$1.52M -34,886 -30%
SAM
148
Secure Asset Management
Michigan
$3.58M +$89.8K +2,058 +3%
CCA
149
Cottonwood Capital Advisors
Utah
$3.58M -$222K -5,081 -6%
PA
150
PFG Advisors
Arizona
$3.44M +$1.5M +34,458 +78%
4 5
6
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