FVD icon

First Trust Value Line Dividend Fund

386 hedge funds and large institutions have $6.2B invested in First Trust Value Line Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 150 increasing their positions, 116 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+54
Holders Change %
+16.27%
% of All Funds
6.85%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.64%
New
79
Increased
150
Reduced
116
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMBTD
276
First Midwest Bank Trust Division
Illinois
$330K +$9.23K +263 +3%
RFN
277
RDA Financial Network
Iowa
$326K
BEI
278
Benjamin Edwards Inc
Missouri
$322K -$33.6K -959 -9%
Lido Advisors
279
Lido Advisors
California
$322K +$70 +2 +0%
VFM
280
Vivid Financial Management
California
$313K
UFA
281
US Financial Advisors
Massachusetts
$307K +$307K +8,745 New
SWMG
282
Signature Wealth Management Group
Georgia
$301K -$10.5K -300 -3%
CCA
283
Cadent Capital Advisors
Oklahoma
$300K +$300K +8,545 New
HFP
284
Holistic Financial Partners
Indiana
$299K -$74.6K -2,129 -20%
Fidelity Investments
285
Fidelity Investments
Massachusetts
$292K +$32.4K +924 +13%
FIM
286
Freedom Investment Management
Connecticut
$288K -$18.8K -536 -6%
DWMG
287
DB Wealth Management Group
California
$285K +$285K +8,127 New
AA
288
ACT Advisors
North Carolina
$281K +$281K +8,012 New
IWS
289
Insight Wealth Strategies
California
$280K -$45.6K -1,302 -14%
LFG
290
Larson Financial Group
Missouri
$275K -$117K -3,324 -30%
MCC
291
Money Concepts Capital
Florida
$274K +$274K +7,803 New
HNB
292
Huntington National Bank
Ohio
$273K -$310K
BAM
293
Bellevue Asset Management
Washington
$270K -$28.2K -793 -9%
RIA
294
Regal Investment Advisors
Michigan
$268K +$268K +7,637 New
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$264K -$35.1K -1,000 -12%
PWA
296
Peterson Wealth Advisors
Utah
$261K
BMC
297
Beaton Management Company
Massachusetts
$254K
PCP
298
Proficio Capital Partners
Massachusetts
$250K +$250K +7,142 New
MNBTD
299
Moody National Bank Trust Division
Texas
$248K -$9.01K -257 -4%
AFA
300
American Financial Advisors
Georgia
$234K +$234K +6,675 New