FVD icon

First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
451
Wolff Wiese Magana
California
$13K
MFA
452
McClarren Financial Advisors
Pennsylvania
$13K +$13K +387 New
FWA
453
FSC Wealth Advisors
New York
$12K -$5.98K -168 -33%
TFA
454
Transamerica Financial Advisors
Florida
$12K
HS
455
Horan Securities
United States
$12K +$3.34K +96 +39%
IRC
456
Investors Research Corp
Georgia
$11K
PGAM
457
Princeton Global Asset Management
New Jersey
$11K
BC
458
Bartlett & Co
Ohio
$9K
CWA
459
Clearview Wealth Advisors
Oregon
$9K +$34 +1 +0.4%
BCWM
460
Bartlett & Co Wealth Management
Ohio
$8.73K
BLC
461
Brown, Lisle/Cummings
Rhode Island
$8.05K
APC
462
Aspire Private Capital
North Carolina
$8K
PI
463
PFS Investments
Georgia
$7.01K -$1.73K -48,316 -20%
WFA
464
Wipfli Financial Advisors
Wisconsin
$7K +$7K +200 New
DI
465
Disciplined Investments
Oklahoma
$6K
NC
466
NewSquare Capital
Pennsylvania
$6K
SIC
467
Salem Investment Counselors
North Carolina
$5K
CSB
468
City State Bank
Iowa
$5K
FWM
469
Focused Wealth Management
New York
$5K +$5K +140 New
FHC
470
First Heartland Consultants
Missouri
$4.92K -$6.56K -183,401 -57%
ACK
471
Andrew C. Karlinski
$3K
ODG
472
O'Dell Group
Ohio
$3K
BlackRock
473
BlackRock
New York
$2K -$182 -5 -8%
CTC
474
Central Trust Company
Missouri
$2K
EAM
475
Eukles Asset Management
Ohio
$2K