FVD icon

First Trust Value Line Dividend Fund

511 hedge funds and large institutions have $7.8B invested in First Trust Value Line Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
8.18%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.07%
New
56
Increased
191
Reduced
185
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
426
Channel Wealth
California
$207K +$207K +5,151 New
FFA
427
Founders Financial Alliance
North Carolina
$206K -$123K -3,101 -38%
NDSI
428
Newman Dignan & Sheerar Inc
Rhode Island
$204K -$5.5K -137 -3%
RPGK
429
Retirement Planning Group (Kansas)
Kansas
$203K +$203K +5,061 New
PAMG
430
Patton Albertson Miller Group
Tennessee
$201K +$201K +5,005 New
CA
431
Cornerstone Advisory
Maryland
$201K +$201K +5,000 New
MPW
432
Monterey Private Wealth
California
$201K +$201K +4,995 New
FHA
433
First Horizon Advisors
Tennessee
$188K -$30.4K -757 -14%
Commonwealth Equity Services
434
Commonwealth Equity Services
Massachusetts
$183K -$5.79K -144,254 -3%
SS
435
Sunbelt Securities
Texas
$182K +$182K +4,582 New
EWM
436
Endurance Wealth Management
Rhode Island
$178K
CMP
437
Coston McIsaac & Partners
Maine
$159K +$922 +23 +0.6%
CA
438
Clearstead Advisors
Ohio
$152K
PB
439
Pinnacle Bancorp
Nebraska
$151K -$17.9K -446 -11%
FFA
440
Farther Finance Advisors
California
$148K -$360K -8,974 -71%
ADL
441
Asset Dedication LLC
California
$129K -$6.48K -160 -5%
RCM
442
Raleigh Capital Management
North Carolina
$126K +$20.3K +505 +19%
CFB
443
Cullen/Frost Bankers
Texas
$124K +$88.1K +2,194 +245%
AWM
444
Activest Wealth Management
Florida
$107K -$60.2K -1,500 -36%
TF
445
TimeScale Financial
Massachusetts
$103K +$103K +2,567 New
VNA
446
Valley National Advisers
Pennsylvania
$89K
LOIP
447
Live Oak Investment Partners
Texas
$84.7K -$84.2K
GWS
448
Glassman Wealth Services
Virginia
$81.6K
WTA
449
Washington Trust Advisors
Massachusetts
$71.3K
OA
450
Operose Advisors
Wisconsin
$70.5K