FVD icon

First Trust Value Line Dividend Fund

532 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.71%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.64%
New
49
Increased
155
Reduced
273
Closed
35
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Shares
Change %
NFC
251
Northeast Financial Consultants
Connecticut
$1.31M +$5.91K +140 +0.5%
MWM
252
MBE Wealth Management
Wisconsin
$1.27M +$380 +9 +0%
O3W
253
Omni 360 Wealth
New Jersey
$1.26M -$36.7K -869 -3%
NW
254
NewEdge Wealth
Pennsylvania
$1.26M +$29.7K +725 +2%
ATPW
255
Ashton Thomas Private Wealth
Arizona
$1.22M +$7.01K +166 +0.6%
YIH
256
Y-Intercept (HK)
Hong Kong
$1.19M +$1.19M +28,294 New
FIA
257
Foundations Investment Advisors
Arizona
$1.17M -$2.43M -57,444 -67%
MLRA
258
Main Line Retirement Advisors
Montana
$1.15M -$131K -3,099 -10%
EWM
259
EPG Wealth Management
Georgia
$1.14M -$29.5K -698 -3%
D.E. Shaw & Co
260
D.E. Shaw & Co
New York
$1.12M +$1.12M +26,613 New
FWM
261
Fonville Wealth Management
Virginia
$1.11M +$124K +2,925 +13%
Creative Planning
262
Creative Planning
Kansas
$1.11M -$296 -7 -0%
IAN
263
Integrated Advisors Network
Texas
$1.1M +$43.2K +1,023 +4%
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$184K +4,365 +21%
IAS
265
Insigneo Advisory Services
Florida
$1.04M -$261K -6,192 -20%
LMKC
266
L.M. Kohn & Company
Ohio
$1.04M +$6.93K +164 +0.7%
IFWM
267
Institute for Wealth Management
Colorado
$1.04M
BAM
268
Belpointe Asset Management
Nevada
$1.02M +$286K +6,775 +39%
SFC
269
Strategic Financial Concepts
Texas
$999K +$999K +23,659 New
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$987K -$10.5K -248 -1%
FHA
271
Flagship Harbor Advisors
Massachusetts
$972K -$27.5K -652 -3%
AFG
272
ABLE Financial Group
Arizona
$968K -$41.9K -993 -4%
PWM
273
Purus Wealth Management
California
$968K -$14.1K -334 -1%
UAG
274
United Advisor Group
Ohio
$956K +$956K +22,636 New
RA
275
Ruggaard & Associates
Ohio
$941K +$123K +2,906 +15%