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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 %
GIA
176
Gladstone Institutional Advisory
Florida
$3.32M -$535K -13,182 -14%
FCAS
177
First Command Advisory Services
Texas
$3.3M -$372K -9,167 -10%
SI
178
Stephens Inc
Arkansas
$3.18M +$26.2K +645 +0.8%
SEP
179
Southland Equity Partners
Missouri
$3.13M -$41.2K -1,017 -1%
SAM
180
Secure Asset Management
Michigan
$3.08M -$82.5K -2,033 -3%
KA
181
Kure Advisory
Minnesota
$3.06M +$20.4K +503 +0.7%
KWM
182
Kingsview Wealth Management
Oregon
$3.03M -$2.4M -59,226 -44%
SP
183
Stablepoint Partners
Massachusetts
$2.99M +$2.99M +73,715 New
FFS
184
Founders Financial Securities
Maryland
$2.96M -$2.94M -72,412 -50%
MA
185
Mutual Advisors
Nebraska
$2.94M +$8.23K +203 +0.3%
RGF
186
Retirement Guys Formula
Ohio
$2.94M -$198K -4,878 -6%
KIG
187
Kennedy Investment Group
New Jersey
$2.83M +$7.95K +196 +0.3%
AWA
188
Arkadios Wealth Advisors
Georgia
$2.82M -$457K -11,279 -14%
EFL
189
ERn Financial LLC
Wisconsin
$2.77M -$657K -16,384 -19%
CFD
190
Creative Financial Designs
Indiana
$2.69M -$223K -5,509 -8%
SB
191
Strategic Blueprint
Georgia
$2.68M -$187K -4,616 -7%
JWCA
192
J.W. Cole Advisors
Florida
$2.62M -$309K -7,616 -11%
KA
193
Kovack Advisors
Florida
$2.57M -$4.18K -103 -0.2%
GWSG
194
GPS Wealth Strategies Group
Colorado
$2.57M -$187K -4,620 -7%
IF
195
Intrua Financial
Texas
$2.55M +$2.03M +49,940 +383%
OIA
196
OneDigital Investment Advisors
Kansas
$2.52M +$134K +3,308 +6%
BEI
197
Benjamin Edwards Inc
Missouri
$2.48M +$512K +12,627 +26%
MCM
198
MAI Capital Management
Ohio
$2.47M -$490K -12,084 -17%
BA
199
Bridge Advisory
California
$2.46M -$478K -11,779 -16%
WC
200
Waterloo Capital
Texas
$2.45M +$1.83M +45,097 +295%
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