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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

516 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 261 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
30
Increased
145
Reduced
261
Closed
38
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
-$208K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$18.9M
2
PBF
Petix & Botte Financial
California
$23M
3
LFG
Larson Financial Group
Missouri
$15M
4
GS
GTS Securities
New York
$6.14M
5
SEIA
Signature Estate & Investment Advisors
California
$4.69M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$914M
2
LPL Financial
LPL Financial
California
$755M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$190M
4
Ameriprise
Ameriprise
Minnesota
$210M
5
Bank of America
Bank of America
North Carolina
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
176
Raymond James Trust
Florida
$2.36M -$702K -17,223 -23%
SB
177
Strategic Blueprint
Georgia
$2.35M -$82.3K -2,020 -3%
TA
178
TFG Advisers
Michigan
$2.34M -$32K -785 -1%
MSFS
179
Main Street Financial Solutions
Pennsylvania
$2.32M +$946K +23,211 +69%
FNWM
180
Financial Network Wealth Management
Utah
$2.24M -$6.28K -154 -0.3%
Jones Financial Companies
181
Jones Financial Companies
Missouri
$2.24M +$1.45M +35,586 +184%
GWSG
182
GPS Wealth Strategies Group
Colorado
$2.23M -$164K -4,018 -7%
FFS
183
Founders Financial Securities
Maryland
$2.2M -$328K -8,060 -13%
FCAS
184
First Command Advisory Services
Texas
$2.2M -$258K -6,332 -10%
GRP
185
Global Retirement Partners
California
$2.19M -$32.3K -792 -1%
BW
186
Bison Wealth
Georgia
$2.17M – – –
SWM
187
Solano Wealth Management
California
$2.15M -$34.8K -855 -2%
CA
188
Continuum Advisory
Idaho
$2.15M -$39.3K -964 -2%
MCM
189
MAI Capital Management
Ohio
$2.14M -$305K -7,478 -12%
SAM
190
SignalPoint Asset Management
Missouri
$2.12M -$1.34M -32,799 -39%
LWP
191
Laurel Wealth Planning
Minnesota
$2.1M -$119K -2,924 -5%
WWA
192
WCG Wealth Advisors
Nevada
$2.1M -$118K -2,885 -5%
Millennium Management
193
Millennium Management
New York
$2.07M -$144K -3,536 -6%
PSF
194
Pacific Sun Financial
California
$2.07M -$13.4K -330 -0.6%
AWM
195
Accel Wealth Management
Iowa
$2.07M -$15.5K -380 -0.7%
PWP
196
Pursue Wealth Partners
California
$2.06M -$5.99K -147 -0.3%
FH
197
FWG Holdings
Florida
$2M -$81.3K -1,923 -4%
BA
198
Bridge Advisory
California
$1.99M -$170K -4,177 -8%
PAS
199
Park Avenue Securities
New York
$1.98M +$30.9K +759 +2%
NB
200
NBT Bank
New York
$1.97M +$1.14M +27,855 +135%
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