FVD icon

First Trust Value Line Dividend Fund

584 hedge funds and large institutions have $7.09B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 166 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+46
Holders Change %
+8.55%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
95
Increased
166
Reduced
250
Closed
39
Calls
$48K
Puts
Net Calls
+$48K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
CL
401
Choreo LLC
Illinois
$378K
FFA
402
Founders Financial Alliance
North Carolina
$374K +$2.88K +66 +0.8%
IA
403
Insight Advisors
Pennsylvania
$373K -$28.3K -650 -7%
NCFG
404
New Century Financial Group
New Jersey
$366K -$22.3K -512 -6%
Fisher Asset Management
405
Fisher Asset Management
Washington
$363K +$72.2K +1,654 +25%
OWA
406
Opal Wealth Advisors
New York
$357K -$14.2K -326 -4%
FA
407
Fermata Advisors
California
$357K +$1.18K +27 +0.3%
GPA
408
Guerra Pan Advisors
New Jersey
$356K -$742 -17 -0.2%
QCG
409
Quadrant Capital Group
Ohio
$350K
DC
410
Davenport & Co
Virginia
$345K +$136K +3,106 +65%
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$344K -$778K -17,827 -69%
SWP
412
Sagespring Wealth Partners
Tennessee
$342K +$342K +7,838 New
BWP
413
Balboa Wealth Partners
Arizona
$341K +$341K +7,822 New
FPW
414
Fairvoy Private Wealth
Alabama
$341K +$341K +7,808 New
OP
415
ORG Partners
Indiana
$338K -$4.36K -100 -1%
SA
416
Skyline Advisors
Washington
$334K -$137K -3,139 -29%
RWM
417
Ritholtz Wealth Management
New York
$334K -$178K -4,087 -35%
CFG
418
Citizens Financial Group
Rhode Island
$330K -$48.7K -1,115 -13%
RFN
419
RDA Financial Network
Iowa
$328K -$10.9K -250 -3%
BMC
420
Beaton Management Company
Massachusetts
$319K -$262 -6 -0.1%
WCFA
421
Walkner Condon Financial Advisors
Wisconsin
$317K +$69.6K +1,595 +28%
SIAS
422
Summit Investment Advisory Services
Minnesota
$317K +$436 +10 +0.1%
GT
423
Greenleaf Trust
Michigan
$314K -$8.07K -185 -3%
WP
424
WealthPLAN Partners
Nebraska
$312K -$42.6K -976 -12%
CRC
425
Curi RMB Capital
Illinois
$307K