FVD icon

First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
NW
251
NewEdge Wealth
Pennsylvania
$1.24M +$826K +20,601 +198%
Fidelity Investments
252
Fidelity Investments
Massachusetts
$1.24M +$57.8K +1,441 +5%
Creative Planning
253
Creative Planning
Kansas
$1.23M +$394K +9,834 +47%
NFC
254
Northeast Financial Consultants
Connecticut
$1.22M +$8.1K +202 +0.7%
CAM
255
Cresset Asset Management
Illinois
$1.22M +$1.22M +30,465 New
BWM
256
Baystate Wealth Management
Massachusetts
$1.19M +$9.3K +232 +0.8%
FIM
257
Freedom Investment Management
Connecticut
$1.17M +$471K +11,754 +67%
EWM
258
EPG Wealth Management
Georgia
$1.17M +$6.5K +162 +0.6%
SWA
259
Stratos Wealth Advisors
Ohio
$1.16M +$34K +848 +3%
BBA
260
Braun-Bostich & Associates
Pennsylvania
$1.16M +$21K +525 +2%
FHA
261
Flagship Harbor Advisors
Massachusetts
$1.15M -$488K -12,172 -30%
AWA
262
Alta Wealth Advisors
Massachusetts
$1.15M +$48.4K +1,208 +4%
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
$1.14M -$125K -3,135 -10%
ASN
264
Advisory Services Network
Georgia
$1.13M -$9.94M -247,819 -90%
LSA
265
Lion Street Advisors
Texas
$1.08M +$231K +5,619 +27%
ATPW
266
Ashton Thomas Private Wealth
Arizona
$1.07M +$21.4K +534 +2%
RFP
267
Root Financial Partners
California
$1.06M -$65.1K -1,625 -6%
Citadel Advisors
268
Citadel Advisors
Florida
$1.05M -$6.25M -155,889 -86%
TSWM
269
Tyler-Stone Wealth Management
Ohio
$1.05M +$1.05M +26,237 New
SQA
270
Simon Quick Advisors
New Jersey
$1.01M -$368K -9,173 -27%
Natixis Advisors
271
Natixis Advisors
Massachusetts
$1.01M +$463K +11,543 +84%
IFWM
272
Institute for Wealth Management
Colorado
$1.01M
RIA
273
Realta Investment Advisors
Delaware
$1M +$95.3K +2,376 +11%
WP
274
WealthSource Partners
California
$989K -$138K -3,450 -12%
IAN
275
Integrated Advisors Network
Texas
$984K -$67K -1,671 -6%