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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
–
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$193M
2
LPL Financial
2
LPL Financial
California
$848M
3
IGWM
3
ICA Group Wealth Management
Colorado
$25.9M
4
AWS
4
Atria Wealth Solutions
New York
$24.8M
5
SWP
5
Stratos Wealth Partners
Ohio
$34.6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$68.3M
2
Bank of America
2
Bank of America
North Carolina
$519M
3
Ameriprise
3
Ameriprise
Minnesota
$374M
4
TC
4
Trilogy Capital
California
$1.42M
5
RJA
5
Raymond James & Associates
Florida
$259M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.43B 33,759,298 -561,980 -2%
LPL Financial
2
LPL Financial
California
$848M 20,049,263 +827,209 +4%
Bank of America
3
Bank of America
North Carolina
$519M 12,264,298 -1,486,731 -11%
Ameriprise
4
Ameriprise
Minnesota
$374M 8,847,001 -1,222,726 -12%
Wells Fargo
5
Wells Fargo
California
$370M 8,743,994 -234,642 -3%
UBS Group
6
UBS Group
Switzerland
$362M 8,565,115 -10,929 -0.1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$276M 6,517,043 +52,208 +0.8%
RJA
8
Raymond James & Associates
Florida
$259M 6,121,277 -774,565 -11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$221M 5,221,759 +182,063 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$201M 4,748,369 +178,361 +4%
ACM
11
Advance Capital Management
Michigan
$193M 4,553,773 +4,553,773 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$171M 4,051,067 +100,068 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$153M 3,616,218 +202,691 +6%
Stifel Financial
14
Stifel Financial
Missouri
$135M 3,196,304 +236,619 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$134M 3,955,972 -174,828 -4%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$91.1M 2,154,204 +24,630 +1%
PAG
17
Private Advisor Group
New Jersey
$82.1M 1,940,789 +101,358 +6%
Truist Financial
18
Truist Financial
North Carolina
$70.6M 1,670,059 +24,154 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$68.3M 1,615,688 -2,265,309 -58%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$66.1M 1,562,981 +81,952 +6%
KIG
21
Kowal Investment Group
Wisconsin
$54.4M 1,285,278 -90,201 -7%
KAS
22
Kestra Advisory Services
Texas
$47.5M 1,121,771 +25,140 +2%
AAS
23
Avantax Advisory Services
Texas
$46.8M 1,105,194 -156,095 -12%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$42M 993,584 -72,792 -7%
PFS
25
Prospera Financial Services
Texas
$38.9M 919,918 +1,058 +0.1%
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