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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.23B
2
PP
Prudential plc
United Kingdom
$30.9M
3
RJA
Raymond James & Associates
Florida
$241M
4
LPL Financial
LPL Financial
California
$762M
5
ACM
Advance Capital Management
Michigan
$178M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$333M
2
KWM
Kaydan Wealth Management
Michigan
$3.32M
3
Ameriprise
Ameriprise
Minnesota
$263M
4
KAS
Kestra Advisory Services
Texas
$40.5M
5
UBS Group
UBS Group
Switzerland
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
176
ERn Financial LLC
Wisconsin
$2.3M +$535K +14,938 +30%
FTUS
177
Flow Traders U.S.
New York
$2.29M +$2M +55,811 +685%
AWA
178
Arkadios Wealth Advisors
Georgia
$2.28M -$454K -12,681 -17%
OIA
179
OneDigital Investment Advisors
Kansas
$2.26M -$921K -25,741 -29%
SWA
180
Stratos Wealth Advisors
Ohio
$2.15M -$358K -10,013 -14%
PWP
181
Pursue Wealth Partners
California
$2.14M – – –
GWSG
182
GPS Wealth Strategies Group
Colorado
$2.1M +$183K +5,104 +10%
TA
183
TFG Advisers
Michigan
$2.08M +$19K +531 +0.9%
SPI
184
Santori & Peters Inc
Pennsylvania
$2.06M -$82.6K -2,308 -4%
PSF
185
Pacific Sun Financial
California
$1.99M +$24K +670 +1%
FFN
186
Focus Financial Network
Minnesota
$1.98M +$639K +17,867 +48%
BEI
187
Benjamin Edwards Inc
Missouri
$1.97M -$15.8K -441 -0.8%
AWM
188
Accel Wealth Management
Iowa
$1.97M +$2.82K +75 +0.1%
MWM
189
MBE Wealth Management
Wisconsin
$1.95M -$147K -4,113 -7%
CA
190
Calton & Associates
Florida
$1.83M -$5.3K -148 -0.3%
NL
191
NWAM LLC
Washington
$1.8M -$34.5K -964 -2%
TRCT
192
Tower Research Capital (TRC)
New York
$1.79M +$1.79M +49,931 +192,042%
GIM
193
Goelzer Investment Management
Indiana
$1.77M – – –
HAS
194
HBW Advisory Services
California
$1.77M -$47.2K -1,320 -3%
SWM
195
Shelton Wealth Management
Texas
$1.74M +$2.68K +75 +0.2%
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$1.72M +$2.15K +60 +0.1%
DWM
197
Denver Wealth Management
Colorado
$1.7M +$31.7K +885 +2%
VCM
198
Virtue Capital Management
Tennessee
$1.7M +$20.8K +582 +1%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$1.67M +$575K +16,053 +52%
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$1.66M -$4.55M -127,013 -73%
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