FVD icon

First Trust Value Line Dividend Fund

256 hedge funds and large institutions have $2.7B invested in First Trust Value Line Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
38
Increased
120
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$3K +$3K +100 New
ACM
252
Aviance Capital Management
Florida
$2K -$1.81K -68 -48%
AIM
253
Advantage Investment Management
Iowa
$2K
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
$1.32K +$1.32K +40,537 New
WCM
255
Whitener Capital Management
North Carolina
$1K
CRWM
256
Castle Rock Wealth Management
California
$1K +$1K +18,400 New
PFS
257
Prospera Financial Services
Texas
-$6.59M -226,134 Closed
BIA
258
Biondo Investment Advisors
Pennsylvania
-$1.1M -37,815 Closed
TF
259
TIAA FSB
Florida
-$307K -10,560 Closed
TSS
260
Two Sigma Securities
New York
-$302K -10,380 Closed
HR
261
Hayden Royal
North Carolina
-$248K -8,526 Closed
BA
262
BKS Advisors
Michigan
-$244K -8,380 Closed
MOS
263
MGO One Seven
Ohio
-$74K -2,562 Closed
PMFA
264
Plante Moran Financial Advisors
Michigan
-$40K -1,374 Closed
FANJ
265
Financial Architects (New Jersey)
New Jersey
-$29K -1,000 Closed
W
266
WealthOne
New York
-$23K -794 Closed
LNB
267
Ledyard National Bank
-$15K -522 Closed
JA
268
JOYN Advisors
Georgia
-$8K -277 Closed
MWC
269
MBM Wealth Consultants
Missouri
-$8K -276 Closed
TF
270
Tompkins Financial
New York
-$5K -159 Closed
WAS
271
Winch Advisory Services
Wisconsin
-$3K -100 Closed
RCG
272
Ruggie Capital Group
Florida
-$1K -30 Closed