FVD icon

First Trust Value Line Dividend Fund

538 hedge funds and large institutions have $5.98B invested in First Trust Value Line Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+22
Holders Change %
+4.26%
% of All Funds
7.78%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.41%
New
62
Increased
153
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
226
Cresset Asset Management
Illinois
$1.45M -$173K -3,795 -11%
DWM
227
Denver Wealth Management
Colorado
$1.44M -$86.7K -1,905 -6%
KCFA
228
Key Client Fiduciary Advisors
New Jersey
$1.43M +$148K +3,255 +12%
MWM
229
MBE Wealth Management
Wisconsin
$1.39M +$23K +505 +2%
SPI
230
Santori & Peters Inc
Pennsylvania
$1.39M -$1.26M -27,748 -48%
NFC
231
Northeast Financial Consultants
Connecticut
$1.38M +$6.92K +152 +0.5%
SMC
232
Smith, Moore & Co
Missouri
$1.38M +$71.8K +1,579 +5%
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$1.37M -$20.2K -444 -1%
SP
234
Sequent Planning
Nebraska
$1.37M +$22.5K +495 +2%
GM
235
GeoWealth Management
Illinois
$1.36M +$544K +11,956 +66%
SF
236
Synovus Financial
Georgia
$1.33M +$311K +6,846 +30%
NW
237
NewEdge Wealth
Pennsylvania
$1.33M -$18.7K -412 -1%
WI
238
Wintrust Investments
Illinois
$1.32M -$12.2M -268,183 -90%
MLRA
239
Main Line Retirement Advisors
Montana
$1.25M +$5.1K +112 +0.4%
O3W
240
Omni 360 Wealth
New Jersey
$1.24M -$152K -3,340 -11%
CCAL
241
City Center Advisors LLC
Michigan
$1.22M -$237K -5,215 -16%
Creative Planning
242
Creative Planning
Kansas
$1.22M -$28.7K -631 -2%
BNP Paribas Financial Markets
243
BNP Paribas Financial Markets
France
$1.22M -$1.89M -41,462 -61%
BAM
244
Belpointe Asset Management
Nevada
$1.21M -$53.1K -1,167 -4%
AO
245
Advisor OS
Illinois
$1.19M -$167K -3,672 -12%
GF
246
GGM Financials
Ohio
$1.18M -$17.2K -377 -1%
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$1.17M +$1.87K +41 +0.2%
FWM
248
Fonville Wealth Management
Virginia
$1.15M -$18.1K -397 -2%
SAI
249
Savvy Advisors Inc
New York
$1.13M +$2.87K +63 +0.3%
EWM
250
EPG Wealth Management
Georgia
$1.13M +$1.13M +24,771 New