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 %
SWA
301
Stratos Wealth Advisors
Ohio
$225K +$877 +25 +0.4%
APW
302
Aurora Private Wealth
New Jersey
$221K -$13.5K -385 -6%
VCM
303
Vigilant Capital Management
Maine
$219K +$219K +6,240 New
QC
304
QCM Cayman
Texas
$216K +$216K +6,158 New
BFG
305
Barber Financial Group
Kansas
$215K +$215K +6,144 New
IWP
306
Icon Wealth Partners
Texas
$209K +$209K +5,954 New
WFS
307
Weitzel Financial Services
Iowa
$206K +$206K +5,762 New
LWAC
308
Laurel Wealth Advisors (California)
California
$204K -$126K -3,602 -38%
RIA
309
Realta Investment Advisors
Delaware
$204K +$204K +5,815 New
SMF
310
Sterling Manor Financial
New York
$202K +$202K +5,762 New
WW
311
Waterfront Wealth
Kansas
$200K +$200K +5,714 New
OPW
312
Oxler Private Wealth
New York
$179K +$179K +5,132 New
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$161K +$71K +2,020 +79%
EWM
314
Endurance Wealth Management
Rhode Island
$156K
CWC
315
Carolinas Wealth Consulting
North Carolina
$149K +$114K +3,241 +326%
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$128K +$63.4K +1,815 +98%
PB
317
Pinnacle Bancorp
Nebraska
$116K
CFA
318
Carroll Financial Associates
North Carolina
$115K +$70 +2 +0.1%
BAM
319
Belpointe Asset Management
Nevada
$112K +$105 +3 +0.1%
HPC
320
HM Payson & Co
Maine
$99K +$15.2K +431 +18%
CAL
321
Capital Analysts LLC
Pennsylvania
$78K +$141 +4 +0.2%
VNA
322
Valley National Advisers
Pennsylvania
$77K
FFA
323
Freedman Financial Associates
Massachusetts
$76K +$76K +2,156 New
EIP
324
Ellis Investment Partners
Pennsylvania
$75K +$386 +11 +0.5%
FHC
325
First Horizon Corporation
Tennessee
$70K