FVD icon

First Trust Value Line Dividend Fund

348 hedge funds and large institutions have $5.56B invested in First Trust Value Line Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 175 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+61
Holders Change %
+21.25%
% of All Funds
6.87%
Holding in Top 10
41
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+86.36%
% of All Funds
0.81%
New
84
Increased
175
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
276
Stratos Wealth Advisors
Ohio
$238K +$36 +1 +0%
BA
277
Ballew Advisors
Mississippi
$237K +$237K +6,585 New
CSPIA
278
Cary Street Partners Investment Advisory
Virginia
$223K +$223K +6,199 New
RCA
279
Resonant Capital Advisors
Wisconsin
$207K +$207K +5,755 New
MNBTD
280
Moody National Bank Trust Division
Texas
$204K +$204K +5,668 New
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$201K
VCP
282
Verus Capital Partners
Arizona
$182K +$182K +5,054 New
EWM
283
Endurance Wealth Management
Rhode Island
$160K
ACA
284
Atlas Capital Advisors
Wyoming
$143K
FGAM
285
Financial Gravity Asset Management
Texas
$122K +$1.76K +35 +1%
AssetMark Inc
286
AssetMark Inc
California
$113K +$28.3K +784 +33%
HNB
287
Huntington National Bank
Ohio
$111K -$107K
AF
288
Allworth Financial
California
$109K +$11.4K +319 +12%
VCM
289
Vigilant Capital Management
Maine
$105K +$105K +2,925 New
S
290
SignatureFD
Georgia
$97K +$97K +2,699 New
AF
291
Advisornet Financial
Minnesota
$85K
LWA
292
Lenox Wealth Advisors
New York
$82K +$82K +2,264 New
VNA
293
Valley National Advisers
Pennsylvania
$79K
JCM
294
Jacobi Capital Management
Pennsylvania
$78K +$433 +12 +0.6%
ACM
295
Allred Capital Management
Texas
$76.5K +$76.5K +2,130 New
LWANC
296
Laurel Wealth Advisors (North Carolina)
North Carolina
$74K
OPS
297
Orion Portfolio Solutions
Nebraska
$74K +$74K +2,050 New
WT
298
Whittier Trust
California
$72K
PB
299
Pinnacle Bancorp
Nebraska
$67K -$19.4K -540 -22%
PA
300
Parallel Advisors
California
$66K