FVD icon

First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
276
Strategic Financial Concepts
Texas
$843K +$61K +1,631 +8%
LMKC
277
L.M. Kohn & Company
Ohio
$842K +$187 +5 +0%
AWA
278
Acorn Wealth Advisors
Michigan
$829K -$24.3K -650 -3%
AWM
279
Avior Wealth Management
Nebraska
$828K -$16K -429 -2%
CWC
280
Carolinas Wealth Consulting
North Carolina
$801K
ASN
281
Advisory Services Network
Georgia
$798K -$253K -6,772 -24%
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$766K -$55.8K -1,492 -7%
WA
283
Waverly Advisors
Alabama
$732K +$36.5K +976 +5%
WP
284
WealthPLAN Partners
Nebraska
$728K +$16.2K +434 +2%
SIG
285
Sargent Investment Group
Maryland
$721K -$14K -375 -2%
KFGK
286
Keystone Financial Group (Kentucky)
Kentucky
$716K +$51.8K +1,386 +8%
MOS
287
MGO One Seven
Ohio
$710K -$35.4K -948 -5%
SMA
288
Sage Mountain Advisors
Georgia
$697K -$31.8K -850 -4%
MA
289
MONECO Advisors
Connecticut
$687K +$52.3K +1,400 +8%
LAS
290
LWM Advisory Services
Florida
$669K +$187 +5 +0%
RA
291
Ruggaard & Associates
Ohio
$662K +$21.4K +572 +3%
EWA
292
Encompass Wealth Advisors
Oregon
$654K
SFG
293
StrategIQ Financial Group
Indiana
$654K
CRWM
294
Castle Rock Wealth Management
California
$647K
VF
295
VitalStone Financial
Texas
$646K +$480K +12,786 +288%
MMHP
296
Murphy Middleton Hinkle & Parker
Georgia
$639K
Millennium Management
297
Millennium Management
New York
$621K -$2.61M -69,868 -81%
GWA
298
GGM Wealth Advisors
Maryland
$619K -$135K -3,602 -18%
WEG
299
World Equity Group
Illinois
$609K -$1.51M -47,073 -71%
MSAM
300
Moloney Securities Asset Management
Missouri
$603K -$1.08K -29 -0.2%