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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 %
EFL
176
ERn Financial LLC
Wisconsin
$3.2M +$108K +2,885 +3%
IWM
177
Iams Wealth Management
Nebraska
$3.18M +$3.18M +84,972 New
WMA
178
West Michigan Advisors
Michigan
$3.05M +$3.05M +81,623 New
CAS
179
Coppell Advisory Solutions
Texas
$3.04M -$2.36M -59,209 -44%
AWA
180
Arkadios Wealth Advisors
Georgia
$3.02M -$342K -9,150 -10%
SEP
181
Southland Equity Partners
Missouri
$2.92M +$205K +5,473 +8%
SAM
182
Secure Asset Management
Michigan
$2.92M +$32.5K +868 +1%
SI
183
Stephens Inc
Arkansas
$2.91M -$64.2K -1,718 -2%
RGF
184
Retirement Guys Formula
Ohio
$2.89M -$65K -1,738 -2%
KA
185
Kure Advisory
Minnesota
$2.8M +$2.8M +74,943 New
MCM
186
MAI Capital Management
Ohio
$2.73M -$594K -15,890 -18%
AssetMark Inc
187
AssetMark Inc
California
$2.73M +$2.11M +56,556 +344%
BA
188
Bridge Advisory
California
$2.71M +$2.71M +72,549 New
MA
189
Mutual Advisors
Nebraska
$2.7M +$257K +6,885 +11%
JWCA
190
J.W. Cole Advisors
Florida
$2.7M -$129K -3,459 -5%
CFD
191
Creative Financial Designs
Indiana
$2.68M -$116K -3,101 -4%
CA
192
Continuum Advisory
Idaho
$2.65M -$1.01M -26,895 -28%
SB
193
Strategic Blueprint
Georgia
$2.64M -$188K -5,031 -7%
WWA
194
WCG Wealth Advisors
Nevada
$2.63M +$163K +4,369 +7%
KIG
195
Kennedy Investment Group
New Jersey
$2.61M +$123K +3,296 +5%
LWP
196
Laurel Wealth Planning
Minnesota
$2.55M -$141K -3,784 -5%
GWSG
197
GPS Wealth Strategies Group
Colorado
$2.54M -$87.6K -2,342 -3%
KA
198
Kovack Advisors
Florida
$2.38M -$1.74M -46,542 -42%
LFAS
199
Level Four Advisory Services
Texas
$2.38M +$87K +2,326 +4%
PWP
200
Pursue Wealth Partners
California
$2.36M – – –
6 7
8
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