FVD icon

First Trust Value Line Dividend Fund

532 hedge funds and large institutions have $6.49B invested in First Trust Value Line Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 273 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.71%
Holding in Top 10
44
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.38%
% of All Funds
0.64%
New
49
Increased
155
Reduced
273
Closed
35
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
426
Transcend Capital Advisors
New Jersey
$246K +$253 +6 +0.1%
PFM
427
Peak Financial Management
Massachusetts
$245K
MIFH
428
Migdal Insurance & Financial Holdings
Israel
$240K -$27.1K -642 -10%
AWM
429
Avior Wealth Management
Nebraska
$240K -$43.6K -1,033 -15%
MFG
430
Mainsail Financial Group
Washington
$240K -$366K -8,668 -60%
MWM
431
Maltin Wealth Management
New Jersey
$237K
FFA
432
Founders Financial Alliance
North Carolina
$236K -$6.04K -143 -2%
NP
433
Nilsine Partners
Colorado
$236K
PCIA
434
Prime Capital Investment Advisors
Kansas
$236K +$42 +1 +0%
WMA
435
West Michigan Advisors
Michigan
$235K -$3.27M -77,398 -93%
CFS
436
Commonwealth Financial Services
West Virginia
$235K
DWM
437
Darwin Wealth Management
Florida
$232K -$34.7K -821 -13%
OPW
438
Oxler Private Wealth
New York
$229K +$1.06K +25 +0.5%
PB
439
Pinnacle Bancorp
Nebraska
$223K -$10K -237 -4%
CWA
440
Centennial Wealth Advisory
Michigan
$223K -$71.4K -1,691 -24%
MIC
441
Means Investment Company
Maine
$222K -$1.01K -24 -0.5%
AWM
442
Axxcess Wealth Management
California
$219K -$22.2K -526 -9%
D
443
Diversified
Delaware
$218K +$218K +5,158 New
AA
444
ACT Advisors
North Carolina
$217K -$34.5K -817 -14%
PCS
445
Private Client Services
Kentucky
$215K +$215K +5,089 New
CAAS
446
Capital Asset Advisory Services
Michigan
$214K -$21.7K -526 -9%
SCA
447
Stonebridge Capital Advisors
Minnesota
$212K +$212K +5,021 New
CA
448
Cornerstone Advisory
Maryland
$211K -$42.2K -1,000 -17%
GJWM
449
Gilliland Jeter Wealth Management
Arkansas
$210K -$42K -994 -17%
MIA
450
MMBG Investment Advisors
Florida
$207K +$207K +4,910 New