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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

463 hedge funds and large institutions have $8.23B invested in First Trust Value Line Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+66
Holders Change %
+16.62%
% of All Funds
7.15%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.85%
New
104
Increased
186
Reduced
115
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$433M
2
LPL Financial
LPL Financial
California
$827M
3
Morgan Stanley
Morgan Stanley
New York
$1.48B
4
AF
Allworth Financial
California
$15.7M
5
RJA
Raymond James & Associates
Florida
$297M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
$18M
2
PAG
Private Advisor Group
New Jersey
$79.2M
3
NL
NEPC LLC
Massachusetts
$0
4
CAN
Cetera Advisor Networks
California
$23.9M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
176
J.W. Cole Advisors
Florida
$2.4M +$148K +3,434 +7%
NL
177
NWAM LLC
Washington
$2.39M +$76K +1,765 +3%
WKSWA
178
White Knight Strategic Wealth Advisors
New Jersey
$2.36M +$2.36M +54,898 New
HAS
179
HBW Advisory Services
California
$2.33M +$96.7K +2,247 +4%
PSF
180
Pacific Sun Financial
California
$2.33M +$12.9K +300 +0.6%
BPA
181
Beacon Pointe Advisors
California
$2.31M +$192K +4,471 +9%
AWM
182
Accel Wealth Management
Iowa
$2.26M +$77.8K +1,808 +4%
VAS
183
Vestmark Advisory Solutions
Massachusetts
$2.18M +$123K +2,853 +6%
SIG
184
Sargent Investment Group
Maryland
$2.18M -$44.4K -1,032 -2%
SWA
185
Stratos Wealth Advisors
Ohio
$2.16M +$757K +17,579 +54%
DWM
186
Denver Wealth Management
Colorado
$2.16M +$2.16M +50,106 New
VCM
187
Virtue Capital Management
Tennessee
$2.16M +$1.58M +36,713 +275%
TCM
188
Triumph Capital Management
Colorado
$2.11M +$1.45M +33,598 +219%
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$2.06M -$27.5K -638 -1%
KFGK
190
Keystone Financial Group (Kentucky)
Kentucky
$2.05M -$51.9K -1,205 -2%
PWP
191
Pursue Wealth Partners
California
$2.05M +$2.05M +47,670 New
RJT
192
Raymond James Trust
Florida
$1.99M -$367K -8,536 -16%
HGERS
193
Householder Group Estate & Retirement Specialist
Arizona
$1.98M +$1.98M +45,977 New
SI
194
Stephens Inc
Arkansas
$1.97M +$124K +2,884 +7%
HF
195
HRT Financial
New York
$1.91M +$1.91M +44,307 New
WAM
196
Walker Asset Management
Missouri
$1.87M +$1.87M +43,478 New
PD
197
Planning Directions
Pennsylvania
$1.82M -$34.8K -808 -2%
CFCI
198
Comprehensive Financial Consultants Institutional
Indiana
$1.81M +$1.81M +44,170 New
CP
199
Camelot Portfolios
Ohio
$1.8M +$1.31M +30,419 +265%
APWM
200
Atlas Private Wealth Management
New York
$1.71M -$61.5K -1,428 -3%
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