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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

463 hedge funds and large institutions have $8.23B invested in First Trust Value Line Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 115 reducing their positions, and 29 closing their positions.

Holders
463
Holders Change
+66
Holders Change %
+16.62%
% of All Funds
7.15%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.85%
New
104
Increased
186
Reduced
115
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kaydan Wealth Management
Michigan
$26M
2
Ameriprise
2
Ameriprise
Minnesota
$433M
3
GWM
3
GDS Wealth Management
Texas
$20.5M
4
LPL Financial
4
LPL Financial
California
$827M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.48B

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$18M
2
BRC
2
BHF RG Capital
Arizona
$0
3
PAG
3
Private Advisor Group
New Jersey
$79.2M
4
NL
4
NEPC LLC
Massachusetts
$0
5
CAN
5
Cetera Advisor Networks
California
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.48B 34,321,278 +398,976 +1%
LPL Financial
2
LPL Financial
California
$827M 19,222,054 +472,757 +3%
Bank of America
3
Bank of America
North Carolina
$592M 13,751,029 -80,646 -0.6%
Ameriprise
4
Ameriprise
Minnesota
$433M 10,069,727 +597,350 +6%
Wells Fargo
5
Wells Fargo
California
$386M 8,978,636 -6,628 -0.1%
UBS Group
6
UBS Group
Switzerland
$369M 8,576,044 -60,873 -0.7%
RJA
7
Raymond James & Associates
Florida
$297M 6,895,842 +335,029 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$278M 6,464,835 +142,025 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$217M 5,039,696 +316,260 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$197M 4,570,008 +48,957 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$178M 4,130,800 +244,891 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$170M 3,950,999 -13,197 -0.3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$167M 3,880,997 +186,185 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$147M 3,413,527 +148,292 +5%
Stifel Financial
15
Stifel Financial
Missouri
$127M 2,959,685 +33,639 +1%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$91.7M 2,129,574 -9,238 -0.4%
PAG
17
Private Advisor Group
New Jersey
$79.2M 1,839,431 -319,067 -15%
Truist Financial
18
Truist Financial
North Carolina
$70.8M 1,645,905 +5,222 +0.3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$63.7M 1,481,029 -84,889 -5%
KIG
20
Kowal Investment Group
Wisconsin
$59.2M 1,375,479 +58,758 +4%
AAS
21
Avantax Advisory Services
Texas
$54.3M 1,261,289 +16,675 +1%
KAS
22
Kestra Advisory Services
Texas
$47.2M 1,096,631 -171,955 -14%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$45.9M 1,066,376 -17,044 -2%
TC
24
Trilogy Capital
California
$42M 975,688 +9,881 +1%
PFS
25
Prospera Financial Services
Texas
$39.6M 918,860 +120,432 +15%
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