FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

532 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.71%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.64%
New
49
Increased
155
Reduced
273
Closed
35
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$9K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$98.6M
2
CA
2
Cetera Advisors
Colorado
$56.7M
3
GAA
3
Global Assets Advisory
Florida
$13.5M
4
KAS
4
KPP Advisory Services
Kentucky
$7.73M
5
Goldman Sachs
5
Goldman Sachs
New York
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.02B
2
Ameriprise
2
Ameriprise
Minnesota
$250M
3
Wells Fargo
3
Wells Fargo
California
$328M
4
LPL Financial
4
LPL Financial
California
$844M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$98M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
176
Kennedy Investment Group
New Jersey
$2.98M +$23.9K +567 +0.8%
RGF
177
Retirement Guys Formula
Ohio
$2.94M -$117K -2,776 -4%
CA
178
Claro Advisors
Massachusetts
$2.93M -$2M -47,273 -40%
EFL
179
ERn Financial LLC
Wisconsin
$2.91M -$11K -260 -0.4%
AWA
180
Arkadios Wealth Advisors
Georgia
$2.78M -$160K -3,800 -5%
PS
181
Principal Securities
Iowa
$2.69M -$1M -23,684 -27%
AO
182
Advisor OS
Illinois
$2.68M -$1.65M -39,096 -38%
WA
183
Waverly Advisors
Alabama
$2.67M +$1.93M +45,734 +261%
FFS
184
Founders Financial Securities
Maryland
$2.62M -$454K -10,746 -15%
JWCA
185
J.W. Cole Advisors
Florida
$2.58M -$142K -3,352 -5%
OIA
186
OneDigital Investment Advisors
Kansas
$2.56M -$59.7K -1,414 -2%
FCAS
187
First Command Advisory Services
Texas
$2.55M -$885K -20,965 -26%
MCM
188
MAI Capital Management
Ohio
$2.54M -$40.7K -964 -2%
SB
189
Strategic Blueprint
Georgia
$2.52M -$262K -6,199 -9%
SPI
190
Santori & Peters Inc
Pennsylvania
$2.5M +$22K +522 +0.9%
GWSG
191
GPS Wealth Strategies Group
Colorado
$2.48M -$189K -4,467 -7%
TA
192
TFG Advisers
Michigan
$2.46M +$10.4K +247 +0.4%
WC
193
Waterloo Capital
Texas
$2.46M -$93.2K -2,206 -4%
DAS
194
Dynamic Advisor Solutions
Arizona
$2.39M -$9.37M -221,776 -80%
LFAS
195
Level Four Advisory Services
Texas
$2.38M – – –
GRP
196
Global Retirement Partners
California
$2.31M -$31.9K -755 -1%
Millennium Management
197
Millennium Management
New York
$2.3M +$2.3M +54,428 New
FNWM
198
Financial Network Wealth Management
Utah
$2.3M -$6.56M -157,641 -74%
LWP
199
Laurel Wealth Planning
Minnesota
$2.3M -$144K -3,406 -6%
WWA
200
WCG Wealth Advisors
Nevada
$2.29M -$134K -3,167 -6%
6 7
8
9 10