FVD icon

First Trust Value Line Dividend Fund

404 hedge funds and large institutions have $6.89B invested in First Trust Value Line Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 173 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+18
Holders Change %
+4.66%
% of All Funds
7.11%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.76%
New
50
Increased
173
Reduced
127
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
251
WealthShield Partners
North Carolina
$544K +$15.5K +408 +3%
SFSIG
252
San Francisco Sentry Investment Group
California
$526K -$25.4K -670 -5%
FHA
253
First Horizon Advisors
Tennessee
$524K +$524K +13,831 New
SFP
254
Strategic Financial Partners
Oregon
$522K -$6.31K -166 -1%
IWP
255
IAG Wealth Partners
Wisconsin
$514K -$26K -683 -5%
RA
256
RFG Advisory
Alabama
$512K -$120K -3,152 -19%
CP
257
Camelot Portfolios
Ohio
$510K +$105K +2,774 +26%
IF
258
Intrua Financial
Texas
$503K -$180K -4,598 -26%
MC
259
Moors & Cabot
Massachusetts
$495K -$359K -9,464 -42%
PPA
260
Parametric Portfolio Associates
Washington
$495K +$4.48K +118 +0.9%
V
261
Veritable
Delaware
$494K +$2.24K +59 +0.5%
GW
262
GW & Wade
Massachusetts
$492K +$492K +12,949 New
Fidelity Investments
263
Fidelity Investments
Massachusetts
$473K +$157K +4,135 +50%
LWAC
264
Laurel Wealth Advisors (California)
California
$461K +$240K +6,320 +109%
LFF
265
Level Four Financial
Texas
$458K -$525K -13,818 -53%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$455K +$316K +8,315 +227%
PWM
267
Perigon Wealth Management
California
$447K -$31.8K -836 -7%
PFA
268
Pinnacle Family Advisors
Missouri
$445K +$62.5K +1,646 +16%
Bank of New York Mellon
269
Bank of New York Mellon
New York
$443K -$64.1K -1,686 -13%
MCCP
270
Mission Creek Capital Partners
California
$434K +$1.26K +33 +0.3%
Lido Advisors
271
Lido Advisors
California
$433K +$83.8K +2,208 +24%
AW
272
ACG Wealth
Georgia
$429K -$229K -6,033 -35%
AIC
273
Archer Investment Corporation
Indiana
$427K
SWM
274
SeaCrest Wealth Management
New York
$421K -$11.9K -314 -3%
BWA
275
Beam Wealth Advisors
Louisiana
$417K -$173K -4,568 -29%