FVD icon

First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWMG
401
DB Wealth Management Group
California
$245K
ACM
402
Anfield Capital Management
California
$244K
DWM
403
Darwin Wealth Management
Florida
$243K +$243K +5,902 New
TCFP
404
Treasure Coast Financial Planning
Florida
$241K +$241K +6,031 New
CCA
405
Checchi Capital Advisers
California
$239K
WFA
406
WMG Financial Advisors
Tennessee
$237K
PCIA
407
Prime Capital Investment Advisors
Kansas
$232K +$232K +5,822 New
KeyBank National Association
408
KeyBank National Association
Ohio
$230K +$230K +5,764 New
GAG
409
Goodman Advisory Group
Massachusetts
$228K
SCFS
410
S.C. Financial Services
Arizona
$226K +$226K +5,655 New
MWM
411
Maltin Wealth Management
New Jersey
$224K
FHA
412
First Horizon Advisors
Tennessee
$217K -$123K -3,076 -36%
HNB
413
Huntington National Bank
Ohio
$216K -$194K
FWA
414
Freedom Wealth Alliance
Wisconsin
$211K +$211K +5,295 New
OPW
415
Oxler Private Wealth
New York
$210K +$1.44K +36 +0.7%
WAM
416
WealthTrust Asset Management
Florida
$210K +$210K +5,269 New
SFP
417
Sweet Financial Partners
Minnesota
$209K +$209K +5,245 New
NDSI
418
Newman Dignan & Sheerar Inc
Rhode Island
$208K +$208K +5,220 New
KP
419
Keel Point
Alabama
$207K +$207K +5,185 New
SMF
420
Sterling Manor Financial
New York
$206K +$206K +5,162 New
TAM
421
Tucker Asset Management
Colorado
$205K +$12.9K +321 +7%
EWM
422
Endurance Wealth Management
Rhode Island
$177K
CTC
423
Central Trust Company
Missouri
$172K +$170K +4,259 +6,760%
PB
424
Pinnacle Bancorp
Nebraska
$168K
AWM
425
Activest Wealth Management
Florida
$166K -$72.7K -1,821 -30%