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Paul Tudor Jones’s First Trust Value Line Dividend Fund FVD Stock Holding History

Paul Tudor Jones’s Portfolio FVD Stock Details FVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,803
Closed -$264K – 3183
2024
Q3 		$264K Sell
5,803
-437
-7% -$19K ﹤0.01% 2388
2024
Q2 		$254K Sell
6,240
-630
-9% -$26K ﹤0.01% 2071
2024
Q1 		$290K Buy
+6,870
New +$280K ﹤0.01% 1873

Other funds holding FVD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paul Tudor Jones's FVD Position: Q4 2024 in Review

Paul Tudor Jones sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2024, closing a stake of 5,803 shares — an estimated $264K sold.

Paul Tudor Jones first reported a position in FVD in Q1 2024 and held it in 3 quarters. The position peaked at $290K in Q1 2024. 592 funds tracked by Wall St. Rank hold FVD as of Q4 2024.

  • Paul Tudor Jones reported no remaining First Trust Value Line Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Paul Tudor Jones sold 5,803 First Trust Value Line Dividend Fund shares in Q4 2024, an estimated $264K.
  • Paul Tudor Jones first reported a position in First Trust Value Line Dividend Fund in Q1 2024 and held it in 3 quarters.
  • Paul Tudor Jones's First Trust Value Line Dividend Fund position peaked at $290K in Q1 2024.
  • 592 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2024.

Based on Tudor Investment Corp's 13F filing for Q4 2024, filed 14 Feb 2025.