FVD icon

First Trust Value Line Dividend Fund

404 hedge funds and large institutions have $6.89B invested in First Trust Value Line Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 173 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+18
Holders Change %
+4.66%
% of All Funds
7.11%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.76%
New
50
Increased
173
Reduced
127
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
301
Peterson Wealth Advisors
Utah
$283K
CAM
302
Concorde Asset Management
Michigan
$280K -$281K -7,411 -50%
BMC
303
Beaton Management Company
Massachusetts
$275K
IFG
304
Investors Financial Group
Minnesota
$268K -$424K -11,163 -61%
WF
305
Williams Financial
Vermont
$266K +$266K +7,002 New
DWMG
306
DB Wealth Management Group
California
$264K -$44.4K -1,171 -14%
VCM
307
Vigilant Capital Management
Maine
$263K +$26.1K +687 +11%
SF
308
Synovus Financial
Georgia
$258K -$1.06M -28,079 -80%
FAM
309
Formidable Asset Management
Ohio
$253K -$123K -3,227 -33%
F
310
F3Logic
Minnesota
$245K +$245K +6,465 New
CWC
311
Carolinas Wealth Consulting
North Carolina
$240K +$79.4K +2,094 +49%
HB
312
Homrich & Berg
Georgia
$239K +$239K +6,291 New
BlackRock
313
BlackRock
New York
$231K +$228K +6,004 +6,526%
HWM
314
Holloway Wealth Management
Florida
$227K
SMF
315
Sterling Manor Financial
New York
$219K
WW
316
Waterfront Wealth
Kansas
$218K
MWM
317
Maltin Wealth Management
New Jersey
$213K +$213K +5,615 New
HNB
318
Huntington National Bank
Ohio
$206K -$273K
FNBTCON
319
First National Bank & Trust Co of Newtown
Pennsylvania
$206K +$206K +5,414 New
TCA
320
Transcend Capital Advisors
New Jersey
$201K +$201K +5,284 New
VHAM
321
Van Hulzen Asset Management
California
$201K +$201K +5,287 New
TC
322
TownSquare Capital
Utah
$201K +$201K +5,293 New
LAS
323
Lloyd Advisory Services
Georgia
$176K +$166K +4,375 +1,716%
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$174K +$303 +8 +0.2%
EWM
325
Endurance Wealth Management
Rhode Island
$168K