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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$401M
2
Wells Fargo
Wells Fargo
California
$392M
3
Goldman Sachs
Goldman Sachs
New York
$25.3M
4
AA
Advisory Alpha
Michigan
$25.8M
5
HighTower Advisors
HighTower Advisors
Illinois
$58.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$379M
2
Morgan Stanley
Morgan Stanley
New York
$1.28B
3
ACM
Advance Capital Management
Michigan
$79.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$260M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
201
Level Four Advisory Services
Texas
$2.45M +$889K +22,184 +57%
SPI
202
Santori & Peters Inc
Pennsylvania
$2.44M +$37.1K +925 +2%
MCWS
203
McKinley Carter Wealth Services
West Virginia
$2.44M -$9.38K -234 -0.4%
TCM
204
Triumph Capital Management
Colorado
$2.41M +$50K +1,247 +2%
KWA
205
Kingswood Wealth Advisors
California
$2.41M +$2.41M +34,046 New
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$2.37M +$11.4K +285 +0.5%
TA
207
TFG Advisers
Michigan
$2.35M -$12.2K -305 -0.5%
HAS
208
HBW Advisory Services
California
$2.34M +$156K +3,881 +7%
IWP
209
Icon Wealth Partners
Texas
$2.3M -$434K -10,836 -16%
EP
210
Eudaimonia Partners
Tennessee
$2.26M -$27.3K -680 -1%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$2.22M -$153K -3,814 -6%
FH
212
FWG Holdings
Florida
$2.2M -$605 -15 -0%
PTC
213
Private Trust Company
Ohio
$2.18M +$120K +2,986 +6%
HI
214
Horizon Investments
North Carolina
$2.14M -$694K -17,311 -25%
MWM
215
MBE Wealth Management
Wisconsin
$2.13M -$25.2K -628 -1%
PSF
216
Pacific Sun Financial
California
$2.09M +$2.09M +52,004 New
AWM
217
Accel Wealth Management
Iowa
$2.07M +$46.6K +1,162 +2%
WMWM
218
Whitaker-Myers Wealth Managers
Ohio
$2.07M -$24.1K -600 -1%
GVAG
219
Great Valley Advisor Group
Delaware
$2.06M -$29.1K -725 -1%
SEA
220
Stegent Equity Advisors
Texas
$2.04M +$34.8K +869 +2%
BW
221
Bison Wealth
Georgia
$2.01M +$2.01M +50,116 New
FFN
222
Focus Financial Network
Minnesota
$2M +$82.5K +2,057 +4%
VCM
223
Virtue Capital Management
Tennessee
$1.99M +$63.1K +1,575 +3%
OWM
224
OneAscent Wealth Management
Alabama
$1.98M -$517K -12,887 -21%
AWE
225
Avidian Wealth Enterprises
Texas
$1.93M -$5.19M -129,402 -73%
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