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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$360M
2
LPL Financial
LPL Financial
California
$886M
3
Mariner
Mariner
Kansas
$32.8M
4
PP
Prudential plc
United Kingdom
$50.9M
5
KAS
Kestra Advisory Services
Texas
$61.6M

Top Sellers

1
KIG
Kowal Investment Group
Wisconsin
$19.1M
2
UBS Group
UBS Group
Switzerland
$335M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
4
PWA
PCG Wealth Advisors
Kansas
$11.9M
5
SPC
Sigma Planning Corp
Michigan
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
201
Benjamin Edwards Inc
Missouri
$2.27M +$75.4K +1,890 +3%
CFD
202
Creative Financial Designs
Indiana
$2.25M -$488K -12,236 -18%
SWA
203
Stratos Wealth Advisors
Ohio
$2.21M -$187K -4,689 -8%
MWM
204
MBE Wealth Management
Wisconsin
$2.17M -$2.79K -70 -0.1%
MWM
205
Mattern Wealth Management
Kansas
$2.13M +$942K +23,592 +80%
HI
206
Horizon Investments
North Carolina
$2.11M +$796K +19,952 +61%
HAS
207
HBW Advisory Services
California
$2.07M +$103K +2,575 +5%
PSF
208
Pacific Sun Financial
California
$2.07M -$149K -3,741 -7%
CA
209
Calton & Associates
Florida
$2.05M +$12.1K +304 +0.6%
SEA
210
Stegent Equity Advisors
Texas
$2.05M +$1.15M +28,719 +127%
AWM
211
Accel Wealth Management
Iowa
$2.01M -$78.5K -1,968 -4%
NL
212
NWAM LLC
Washington
$2.01M – – –
GIM
213
Goelzer Investment Management
Indiana
$1.97M – – –
DWM
214
Denver Wealth Management
Colorado
$1.95M +$51.1K +1,281 +3%
GVAG
215
Great Valley Advisor Group
Delaware
$1.94M -$1.47M -36,846 -43%
PTC
216
Private Trust Company
Ohio
$1.91M +$99.9K +2,502 +6%
VCM
217
Virtue Capital Management
Tennessee
$1.89M +$200 +5 +0%
FFN
218
Focus Financial Network
Minnesota
$1.83M -$372K -9,319 -17%
CIAS
219
Capital Investment Advisory Services
North Carolina
$1.8M +$408K +10,235 +29%
AF
220
Advisornet Financial
Minnesota
$1.79M +$28.5K +714 +2%
RJT
221
Raymond James Trust
Florida
$1.77M +$72.9K +1,826 +4%
SC
222
Soundwatch Capital
Connecticut
$1.71M +$1.71M +452 New
USCWA
223
U.S. Capital Wealth Advisors
Texas
$1.71M +$1.4M +35,068 +458%
NFG
224
Nations Financial Group
Iowa
$1.69M +$329K +8,248 +24%
MFG
225
Merit Financial Group
Georgia
$1.66M -$80.8K -2,025 -5%
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