FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$360M
2
LPL Financial
LPL Financial
California
$886M
3
Mariner
Mariner
Kansas
$32.8M
4
PP
Prudential plc
United Kingdom
$50.9M
5
KAS
Kestra Advisory Services
Texas
$61.6M

Top Sellers

1
KIG
Kowal Investment Group
Wisconsin
$19.1M
2
UBS Group
UBS Group
Switzerland
$335M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
4
PWA
PCG Wealth Advisors
Kansas
$11.9M
5
SPC
Sigma Planning Corp
Michigan
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
176
GPS Wealth Strategies Group
Colorado
$2.97M +$623K +15,611 +27%
CAM
177
Concorde Asset Management
Michigan
$2.95M +$1.53M +38,248 +108%
KIG
178
Kennedy Investment Group
New Jersey
$2.9M +$2.9M +72,734 New
EP
179
Eudaimonia Partners
Tennessee
$2.85M +$59.1K +1,482 +2%
PA
180
PSI Advisors
Florida
$2.82M +$29.6K +742 +1%
IWA
181
Icon Wealth Advisors
Texas
$2.75M -$57.4K -1,437 -2%
WWA
182
WCG Wealth Advisors
Nevada
$2.74M +$83.9K +2,103 +3%
WEG
183
World Equity Group
Illinois
$2.7M +$1.93M +48,373 +250%
JWCA
184
J.W. Cole Advisors
Florida
$2.7M -$20.8K -522 -0.8%
OIA
185
OneDigital Investment Advisors
Kansas
$2.65M +$136K +3,418 +5%
MA
186
Mutual Advisors
Nebraska
$2.64M -$60.1K -1,506 -2%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$2.63M -$2.19M -54,828 -45%
SAM
188
Secure Asset Management
Michigan
$2.59M +$2.59M +64,802 New
CWM
189
Concentrum Wealth Management
California
$2.57M -$79.3K -1,988 -3%
MCWS
190
McKinley Carter Wealth Services
West Virginia
$2.49M -$74.5K -1,867 -3%
TCM
191
Triumph Capital Management
Colorado
$2.47M -$362K -9,062 -13%
AP
192
Americana Partners
Texas
$2.44M -$404K -10,128 -14%
SPI
193
Santori & Peters Inc
Pennsylvania
$2.42M +$129K +3,236 +6%
SEP
194
Southland Equity Partners
Missouri
$2.41M -$7.99M -200,219 -77%
PWP
195
Pursue Wealth Partners
California
$2.38M – – –
TA
196
TFG Advisers
Michigan
$2.37M +$46.3K +1,161 +2%
IWM
197
Iams Wealth Management
Nebraska
$2.31M +$2.31M +57,776 New
IAA
198
Independent Advisor Alliance
North Carolina
$2.31M +$2.31M +57,758 New
WMWM
199
Whitaker-Myers Wealth Managers
Ohio
$2.3M +$2.3M +57,687 New
HF
200
HRT Financial
New York
$2.3M +$1.09M +27,243 +89%
6 7
8
9 10