FVD icon

First Trust Value Line Dividend Fund

538 hedge funds and large institutions have $5.98B invested in First Trust Value Line Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+22
Holders Change %
+4.26%
% of All Funds
7.78%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.41%
New
62
Increased
153
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
301
Clarity Capital Partners
California
$673K +$154K +3,379 +30%
LWM
302
Laidlaw Wealth Management
New York
$666K +$27.2K +597 +4%
GAA
303
Global Assets Advisory
Florida
$653K +$653K +14,370 New
BWP
304
Bernardo Wealth Planning
Pennsylvania
$648K -$57.9K -1,262 -8%
SPWM
305
Schrum Private Wealth Management
Florida
$638K +$319K +7,009 +100%
BFG
306
Bleakley Financial Group
New Jersey
$635K
RFP
307
Root Financial Partners
California
$630K -$93.6K -2,057 -13%
SAM
308
Strategy Asset Managers
California
$629K -$72.2K -1,588 -10%
BFWM
309
Bright Futures Wealth Management
New York
$628K
PPWM
310
Perissos Private Wealth Management
Oklahoma
$624K -$28.7K -631 -4%
MIM
311
MTM Investment Management
South Carolina
$617K -$5.95K -132 -1%
HSA
312
HBK Sorce Advisory
Pennsylvania
$616K +$728 +16 +0.1%
GWA
313
GGM Wealth Advisors
Maryland
$610K +$1.64K +36 +0.3%
TWM
314
TriaGen Wealth Management
California
$609K -$2.28K -50 -0.4%
CAM
315
Covenant Asset Management
New Jersey
$609K +$63K +1,385 +12%
LT
316
Legacy Trust
Michigan
$596K
SWM
317
Shakespeare Wealth Management
Wisconsin
$595K -$9.1K -200 -2%
WEG
318
World Equity Group
Illinois
$590K +$590K +12,969 New
4WM
319
49 Wealth Management
Texas
$582K -$62K -1,363 -10%
HWP
320
Hibernia Wealth Partners
Louisiana
$576K +$576K +12,670 New
PD
321
Planning Directions
Pennsylvania
$571K -$32.5K -714 -5%
AQR Capital Management
322
AQR Capital Management
Connecticut
$563K +$563K +12,381 New
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$556K +$35.8K +787 +7%
KWS
324
Keystone Wealth Services
California
$553K -$20.4K -449 -4%
LSA
325
Lion Street Advisors
Texas
$553K +$1.09K +24 +0.2%