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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

528 hedge funds and large institutions have $8.02B invested in First Trust Value Line Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+21
Holders Change %
+4.14%
% of All Funds
7.74%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
71
Increased
137
Reduced
262
Closed
45
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$218K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$29.5M
3
HighTower Advisors
HighTower Advisors
Illinois
$81.7M
4
HPC
Hobart Private Capital
North Carolina
$12.1M
5
CB
Commerce Bank
Missouri
$11.6M

Top Sellers

1
LPL Financial
LPL Financial
California
$865M
2
Osaic Holdings
Osaic Holdings
Arizona
$137M
3
UBS Group
UBS Group
Switzerland
$237M
4
Stifel Financial
Stifel Financial
Missouri
$116M
5
ACM
Advance Capital Management
Michigan
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Continuum Advisory
Idaho
$2.42M -$455K -11,210 -16%
PA
202
PFG Advisors
Arizona
$2.4M -$1.16M -28,590 -33%
LFAS
203
Level Four Advisory Services
Texas
$2.38M -$199K -4,916 -8%
SPI
204
Santori & Peters Inc
Pennsylvania
$2.38M -$32.7K -806 -1%
TA
205
TFG Advisers
Michigan
$2.35M -$9.82K -242 -0.4%
LWP
206
Laurel Wealth Planning
Minnesota
$2.34M -$420K -10,356 -15%
WWA
207
WCG Wealth Advisors
Nevada
$2.33M -$522K -12,877 -18%
PWP
208
Pursue Wealth Partners
California
$2.31M -$243K -6,000 -10%
GRP
209
Global Retirement Partners
California
$2.22M +$281K +6,996 +14%
NFG
210
Nations Financial Group
Iowa
$2.15M -$18.3K -452 -0.8%
PSF
211
Pacific Sun Financial
California
$2.09M -$24.3K -600 -1%
PAS
212
Park Avenue Securities
New York
$2.07M +$260K +6,420 +14%
FH
213
FWG Holdings
Florida
$2.06M -$151K -3,723 -7%
AWM
214
Accel Wealth Management
Iowa
$2.05M -$2.72K -67 -0.1%
WMWM
215
Whitaker-Myers Wealth Managers
Ohio
$2.02M -$38.1K -940 -2%
MCWS
216
McKinley Carter Wealth Services
West Virginia
$2.02M -$220K -5,429 -10%
BW
217
Bison Wealth
Georgia
$2.02M -$9.57K -236 -0.5%
GWM
218
Geneos Wealth Management
Colorado
$2M -$2.72M -67,066 -58%
EP
219
Eudaimonia Partners
Tennessee
$1.96M -$232K -5,719 -11%
PTC
220
Private Trust Company
Ohio
$1.95M -$217K -5,346 -10%
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
$1.94M -$412K -10,160 -18%
VCM
222
Virtue Capital Management
Tennessee
$1.93M -$76.4K -1,894 -4%
SEA
223
Stegent Equity Advisors
Texas
$1.92M -$136K -3,341 -7%
TCM
224
Triumph Capital Management
Colorado
$1.88M -$203K -5,017 -10%
RA
225
RFG Advisory
Alabama
$1.81M +$49.2K +1,214 +3%
7 8
9
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