FVD icon

First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
426
Core Wealth Partners
California
$208K +$208K +5,180 New
NP
427
Nilsine Partners
Colorado
$206K -$20.2K -504 -9%
FWA
428
Freedom Wealth Alliance
Wisconsin
$205K -$24.2K -600 -11%
CA
429
Cornerstone Advisory
Maryland
$200K
SS
430
Sunbelt Securities
Texas
$181K -$2.97K -74 -2%
EWM
431
Endurance Wealth Management
Rhode Island
$178K
PB
432
Pinnacle Bancorp
Nebraska
$176K +$25.8K +643 +17%
ICM
433
Intrepid Capital Management
Florida
$173K +$173K +4,318 New
VF
434
VitalStone Financial
Texas
$172K +$172K +4,433 New
CIA
435
Cape Investment Advisory
Georgia
$160K -$60.3K -1,505 -27%
CA
436
Clearstead Advisors
Ohio
$152K
CMP
437
Coston McIsaac & Partners
Maine
$151K -$7.85K -196 -5%
FFA
438
Farther Finance Advisors
California
$148K
GM
439
GeoWealth Management
Illinois
$136K +$128K +3,185 +1,617%
ADL
440
Asset Dedication LLC
California
$129K
CFB
441
Cullen/Frost Bankers
Texas
$124K
RCM
442
Raleigh Capital Management
North Carolina
$107K -$18.5K -462 -15%
FHA
443
First Horizon Advisors
Tennessee
$104K -$84.4K -2,106 -45%
TF
444
TimeScale Financial
Massachusetts
$103K
HNB
445
Huntington National Bank
Ohio
$101K -$240K
MIFH
446
Migdal Insurance & Financial Holdings
Israel
$98K -$1.66M -41,516 -94%
VNA
447
Valley National Advisers
Pennsylvania
$88K
BCMLT
448
Beacon Capital Management LLC (Tennessee)
Tennessee
$86.2K +$36.7K +916 +74%
LOIP
449
Live Oak Investment Partners
Texas
$84.6K -$84.7K
GWS
450
Glassman Wealth Services
Virginia
$81.5K