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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

584 hedge funds and large institutions have $7.09B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 166 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+46
Holders Change %
+8.55%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
95
Increased
166
Reduced
250
Closed
39
Calls
$48K
Puts
–
Net Calls
+$48K
Net Calls Change
+$48K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$82M
2
Ameriprise
2
Ameriprise
Minnesota
$213M
3
Bank of America
3
Bank of America
North Carolina
$321M
4
IAA
4
Independent Advisor Alliance
North Carolina
$15.5M
5
FTUS
5
Flow Traders U.S.
New York
$7.14M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$3.33M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.29B
3
Morgan Stanley
3
Morgan Stanley
New York
$918M
4
Wells Fargo
4
Wells Fargo
California
$291M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
176
Perennial Investment Advisors
California
$2.74M -$465K -10,647 -15%
CA
177
Continuum Advisory
Idaho
$2.68M +$128K +2,933 +5%
MIM
178
Marshall Investment Management
Colorado
$2.67M +$2.67M +58,631 New
AFP
179
Ausdal Financial Partners
Iowa
$2.66M -$755K -17,291 -22%
NL
180
NWAM LLC
Washington
$2.62M +$946K +21,682 +56%
SB
181
Strategic Blueprint
Georgia
$2.62M +$53.8K +1,233 +2%
PS
182
Principal Securities
Iowa
$2.62M -$132K -3,025 -5%
CA
183
Claro Advisors
Massachusetts
$2.47M -$109K -2,489 -4%
PAS
184
Park Avenue Securities
New York
$2.47M -$208K -4,765 -8%
TA
185
TFG Advisers
Michigan
$2.46M -$45.6K -1,045 -2%
FNWM
186
Financial Network Wealth Management
Utah
$2.37M -$15.3K -351 -0.6%
SA
187
Sovran Advisors
California
$2.36M +$2.36M +54,612 New
SWIA
188
Solano Wealth Investment Advisors
California
$2.25M +$2.25M +51,527 New
PWP
189
Pursue Wealth Partners
California
$2.21M – – –
FB
190
Finward Bancorp
Indiana
$2.2M +$2.2M +50,488 New
PSF
191
Pacific Sun Financial
California
$2.17M -$14.8K -340 -0.7%
MCM
192
MAI Capital Management
Ohio
$2.17M +$6.37K +146 +0.3%
LWP
193
Laurel Wealth Planning
Minnesota
$2.1M -$73.8K -1,691 -3%
GIA
194
Gladstone Institutional Advisory
Florida
$2.09M -$458K -10,488 -18%
NW
195
NewEdge Wealth
Pennsylvania
$2.07M +$800K +18,323 +63%
WMWM
196
Whitaker-Myers Wealth Managers
Ohio
$2.07M -$82.1K -1,882 -4%
SWM
197
Spire Wealth Management
Virginia
$2.06M -$68.6K -1,572 -3%
AWM
198
Accel Wealth Management
Iowa
$2.03M -$123K -2,813 -6%
TCM
199
Triumph Capital Management
Colorado
$2.01M +$367K +8,404 +22%
FPAS
200
Focus Partners Advisor Solutions
Missouri
$2.01M -$1.25M -28,695 -38%
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