FVD icon

First Trust Value Line Dividend Fund

481 hedge funds and large institutions have $7.5B invested in First Trust Value Line Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 174 reducing their positions, and 33 closing their positions.

Holders
481
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.13%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.9%
New
40
Increased
184
Reduced
174
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EI
426
Ellevest Inc
New York
$45K
TFS
427
TrustCore Financial Services
Tennessee
$42K -$39 -1 -0.1%
CNBTD
428
Citizens National Bank Trust Department
Mississippi
$39K -$34K -875 -47%
WTC
429
WhitTier Trust Company
Nevada
$39K
GEA
430
Glen Eagle Advisors
New Jersey
$37.3K +$2.52K +65 +7%
CFB
431
Cullen/Frost Bankers
Texas
$35K
MA
432
MUFG Americas
New York
$34K -$5.78K -150 -15%
AA
433
Ancora Advisors
Ohio
$32K
GLLW
434
Graves Light Lenhart Wealth
Virginia
$28K
WFA
435
West Financial Advisors
Iowa
$28K
CHC
436
City Holding Co
West Virginia
$27K
AIP
437
Ameritas Investment Partners
Nebraska
$26K -$939 -25 -3%
PFP
438
Pinnacle Financial Partners
Tennessee
$26K
EWM
439
Evermay Wealth Management
Virginia
$26K +$26K +658 New
HWMA
440
Heritage Wealth Management (Arizona)
Arizona
$22K
RBC
441
Roble Belko & Company
Pennsylvania
$22K
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$22K
FWA
443
FSC Wealth Advisors
New York
$20K
SPWG
444
Sage Private Wealth Group
Illinois
$20K +$119 +3 +0.6%
JFA
445
JNBA Financial Advisors
Minnesota
$19K
SCA
446
Stonebridge Capital Advisors
Minnesota
$18K -$11.9K -298 -40%
FRA
447
Front Row Advisors
California
$17K
BBHC
448
Brown Brothers Harriman & Co
New York
$17K
PA
449
Parallel Advisors
California
$17K
AWM
450
AllSquare Wealth Management
New York
$16K