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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

532 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.71%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.64%
New
49
Increased
155
Reduced
273
Closed
35
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$9K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$98.6M
2
CA
2
Cetera Advisors
Colorado
$56.7M
3
GAA
3
Global Assets Advisory
Florida
$13.5M
4
KAS
4
KPP Advisory Services
Kentucky
$7.73M
5
Goldman Sachs
5
Goldman Sachs
New York
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.02B
2
Ameriprise
2
Ameriprise
Minnesota
$250M
3
Wells Fargo
3
Wells Fargo
California
$328M
4
LPL Financial
4
LPL Financial
California
$844M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Solano Wealth Management
California
$2.26M -$2.51M -59,419 -53%
CA
202
Continuum Advisory
Idaho
$2.25M -$248K -5,914 -10%
BA
203
Bridge Advisory
California
$2.24M -$323K -7,651 -13%
TRCT
204
Tower Research Capital (TRC)
New York
$2.24M -$1.84M -43,504 -45%
SFS
205
Sowell Financial Services
Arkansas
$2.18M -$6.62M -156,781 -75%
OWA
206
Octavia Wealth Advisors
Ohio
$2.17M -$22.6M -534,058 -91%
BW
207
Bison Wealth
Georgia
$2.17M +$63.2K +1,497 +3%
PSF
208
Pacific Sun Financial
California
$2.16M -$19K -450 -0.9%
AWM
209
Accel Wealth Management
Iowa
$2.16M +$27.1K +642 +1%
NFG
210
Nations Financial Group
Iowa
$2.15M -$89.1K -2,109 -4%
PWP
211
Pursue Wealth Partners
California
$2.15M -$262K -6,204 -11%
WMWM
212
Whitaker-Myers Wealth Managers
Ohio
$2.1M -$11.5K -272 -0.5%
PA
213
PFG Advisors
Arizona
$2.07M -$435K -10,293 -17%
FH
214
FWG Holdings
Florida
$2.06M -$64.2K -1,529 -3%
TC
215
TownSquare Capital
Utah
$2.02M +$2.02M +47,950 New
PAS
216
Park Avenue Securities
New York
$2.02M -$138K -3,278 -6%
Natixis Advisors
217
Natixis Advisors
Massachusetts
$1.96M +$166K +3,920 +9%
APWM
218
Atlas Private Wealth Management
New York
$1.95M +$257K +6,082 +15%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$1.93M -$173K -4,090 -8%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$1.93M -$89.2K -2,113 -4%
PTC
221
Private Trust Company
Ohio
$1.91M -$124K -2,948 -6%
GWM
222
Geneos Wealth Management
Colorado
$1.89M -$187K -4,426 -9%
RA
223
RFG Advisory
Alabama
$1.86M -$17.6K -417 -0.9%
Fidelity Investments
224
Fidelity Investments
Massachusetts
$1.77M +$97.8K +2,316 +6%
HF
225
HRT Financial
New York
$1.73M -$3.91M -92,587 -69%
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