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 %
GLLW
351
Graves Light Lenhart Wealth
Virginia
$25K +$25K +717 New
PFP
352
Pinnacle Financial Partners
Tennessee
$22K
RPWA
353
Regent Peak Wealth Advisors
Georgia
$20K +$20K +575 New
ICP
354
Interchange Capital Partners
Pennsylvania
$20K +$20K +586 New
HFS
355
Hantz Financial Services
Michigan
$19K +$19K +532 New
RIM
356
Rockbridge Investment Management
New York
$18K -$230K -6,400 -93%
GI
357
Gradient Investments
Minnesota
$17K
SPWG
358
Sage Private Wealth Group
Illinois
$17K +$17K +491 New
PA
359
Parallel Advisors
California
$16K -$24.9K -700 -61%
SL
360
Savior LLC
Massachusetts
$16K +$34 +1 +0.2%
AWM
361
AllSquare Wealth Management
New York
$15K
RCA
362
Ranch Capital Advisors
Florida
$15K
DWM
363
Defined Wealth Management
Oregon
$15K +$15K +434 New
FP
364
Fiduciary Planning
Florida
$14K +$72 +2 +0.5%
AA
365
AlphaMark Advisors
Kentucky
$14K +$70 +2 +0.5%
PWA
366
Phoenix Wealth Advisors
North Carolina
$14K +$14K +400 New
MFA
367
McClarren Financial Advisors
Pennsylvania
$13K +$13K +374 New
KFS
368
Kelly Financial Services
Massachusetts
$12.9K +$70 +2 +0.5%
JFA
369
JNBA Financial Advisors
Minnesota
$12K
TCM
370
Tradewinds Capital Management
Washington
$12K
LWM
371
Liberty Wealth Management
California
$11K
FRA
372
Front Row Advisors
California
$11K
AF
373
Allworth Financial
California
$11K +$67 +2 +0.6%
NFSG
374
Newbridge Financial Services Group
Florida
$10K -$18.1K -535 -64%
LAS
375
Lloyd Advisory Services
Georgia
$9K -$424 -12 -4%