FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

528 hedge funds and large institutions have $8.02B invested in First Trust Value Line Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+21
Holders Change %
+4.14%
% of All Funds
7.74%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
71
Increased
137
Reduced
262
Closed
45
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$218K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$29.5M
3
HighTower Advisors
HighTower Advisors
Illinois
$81.7M
4
HPC
Hobart Private Capital
North Carolina
$12.1M
5
CB
Commerce Bank
Missouri
$11.6M

Top Sellers

1
LPL Financial
LPL Financial
California
$865M
2
Osaic Holdings
Osaic Holdings
Arizona
$137M
3
UBS Group
UBS Group
Switzerland
$237M
4
Stifel Financial
Stifel Financial
Missouri
$116M
5
ACM
Advance Capital Management
Michigan
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
151
Cottonwood Capital Advisors
Utah
$4.26M -$170K -4,193 -4%
CIAS
152
Capital Investment Advisory Services
North Carolina
$4.25M +$467K +11,515 +12%
AO
153
Advisor OS
Illinois
$4.16M -$354K -8,727 -8%
BA
154
Ballew Advisors
Mississippi
$4.08M -$45.1K -1,123 -1%
AF
155
Apollon Financial
South Carolina
$4.06M +$4.06M +99,998 New
BWG
156
Balanced Wealth Group
Ohio
$4.05M +$4.05M +99,909 New
HAS
157
HBW Advisory Services
California
$3.94M +$89.3K +2,203 +2%
TRCT
158
Tower Research Capital (TRC)
New York
$3.91M -$974K -24,025 -20%
IAA
159
Independent Advisor Alliance
North Carolina
$3.91M +$28.8K +711 +0.7%
Comerica Bank
160
Comerica Bank
Texas
$3.86M -$170K -4,194 -4%
BC
161
Barrett & Company
Rhode Island
$3.81M +$90.5K +2,231 +2%
AFAS
162
Acorn Financial Advisory Services
Virginia
$3.77M -$910K -22,439 -19%
GA
163
Goldstein Advisors
Wisconsin
$3.72M -$56.8K -1,400 -2%
FTUS
164
Flow Traders U.S.
New York
$3.57M +$62.7K +1,546 +2%
IWM
165
Iams Wealth Management
Nebraska
$3.57M +$124K +3,052 +4%
SS
166
Simplicity Solutions
Minnesota
$3.57M +$19.5K +480 +0.5%
CAM
167
Cozad Asset Management
Illinois
$3.57M -$142K -3,499 -4%
PS
168
Principal Securities
Iowa
$3.54M +$3.54M +87,350 New
IAIM
169
International Assets Investment Management
Florida
$3.5M -$58.9K -1,453 -2%
RJT
170
Raymond James Trust
Florida
$3.5M +$26.9K +663 +0.8%
KWM
171
Kaydan Wealth Management
Michigan
$3.48M -$41.2K -1,016 -1%
KIA
172
Kraematon Investment Advisors
Massachusetts
$3.47M -$152K -3,744 -4%
FIA
173
Foundations Investment Advisors
Arizona
$3.47M -$1.13M -27,699 -25%
KIG
174
Kowal Investment Group
Wisconsin
$3.39M -$580K -14,293 -15%
WMA
175
West Michigan Advisors
Michigan
$3.36M +$54.4K +1,340 +2%
5 6
7
8 9