FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$13.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$11.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$13.9M
4
HF
4
HRT Financial
New York
$8.42M
5
AWM
5
AE Wealth Management
Kansas
$20.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Ameriprise
2
Ameriprise
Minnesota
$328M
3
ACM
3
Advance Capital Management
Michigan
$46.1M
4
UBS Group
4
UBS Group
Switzerland
$255M
5
FA
5
FDx Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Solano Wealth Management
California
$4.16M -$2.54K -68 -0.1%
CCA
152
Cottonwood Capital Advisors
Utah
$4.08M -$186K -4,970 -4%
VA
153
Valmark Advisers
Ohio
$4.06M -$105K -2,801 -3%
1W
154
1776 Wealth
Georgia
$3.97M -$48.6K -1,300 -1%
BA
155
Ballew Advisors
Mississippi
$3.79M +$46.1K +1,250 +1%
Comerica Bank
156
Comerica Bank
Texas
$3.72M +$3.72M +99,452 New
Jane Street
157
Jane Street
New York
$3.7M +$3.43M +91,789 +1,268%
KIG
158
Kowal Investment Group
Wisconsin
$3.66M -$375K -10,037 -9%
IAA
159
Independent Advisor Alliance
North Carolina
$3.57M +$212K +5,663 +6%
GIA
160
Gladstone Institutional Advisory
Florida
$3.55M -$192K -5,136 -5%
HAS
161
HBW Advisory Services
California
$3.55M +$1.37M +36,537 +63%
NEWAS
162
N.E.W. Advisory Services
Wisconsin
$3.5M +$3.5M +93,577 New
CIAS
163
Capital Investment Advisory Services
North Carolina
$3.49M +$90.9K +2,430 +3%
GA
164
Goldstein Advisors
Wisconsin
$3.48M -$139K -3,718 -4%
BC
165
Barrett & Company
Rhode Island
$3.42M +$64.9K +1,736 +2%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$3.42M -$2.39M -64,043 -41%
CAM
167
Cozad Asset Management
Illinois
$3.42M -$59.3K -1,585 -2%
FCAS
168
First Command Advisory Services
Texas
$3.38M +$3.38M +90,449 New
KIA
169
Kraematon Investment Advisors
Massachusetts
$3.34M -$106K -2,823 -3%
IAIM
170
International Assets Investment Management
Florida
$3.29M -$47.2K -1,259 -1%
PA
171
PFG Advisors
Arizona
$3.28M -$2.92M -78,047 -47%
SS
172
Simplicity Solutions
Minnesota
$3.27M -$193K -5,165 -6%
KWM
173
Kaydan Wealth Management
Michigan
$3.24M -$39.7K -1,061 -1%
FTUS
174
Flow Traders U.S.
New York
$3.24M +$3.24M +86,559 New
RJT
175
Raymond James Trust
Florida
$3.2M +$383K +10,255 +14%
5 6
7
8 9