FVD icon

First Trust Value Line Dividend Fund

516 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 261 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
30
Increased
145
Reduced
261
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Shares
Change %
WTA
451
Washington Trust Advisors
Massachusetts
$70.3K
NSIM
452
North Star Investment Management
Illinois
$68.1K +$9.78K +240 +17%
PMFA
453
Plante Moran Financial Advisors
Michigan
$68K
SFC
454
Strategic Financial Concepts
Texas
$64.1K +$62.6K +1,014,567 +4,288%
BF
455
BOK Financial
Oklahoma
$64K -$185K -4,531 -74%
HCP
456
Hexagon Capital Partners
Arkansas
$63.3K
EWA
457
EverSource Wealth Advisors
Alabama
$63.2K
OC
458
Oakworth Capital
Alabama
$61.1K
HFS
459
Horizon Financial Services
North Carolina
$59.5K
RFG
460
REAP Financial Group
Texas
$56.9K
CAM
461
Creekmur Asset Management
Illinois
$56.6K -$285 -7 -0.5%
HNB
462
Huntington National Bank
Ohio
$56.2K -$2.87K
PP
463
Pacifica Partners
Canada
$53.9K
AWM
464
Activest Wealth Management
Florida
$52.1K
FCA
465
FinTrust Capital Advisors
South Carolina
$50.5K
HPC
466
HM Payson & Co
Maine
$49.8K
BCMLT
467
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.9K -$6.48K -159 -12%
NRG
468
Nemes Rush Group
Michigan
$46.5K
RFA
469
Register Financial Advisors
Georgia
$45.4K
FGAM
470
Financial Gravity Asset Management
Texas
$45.2K -$269K -6,612 -86%
VNA
471
Valley National Advisers
Pennsylvania
$44K
AAG
472
Accordant Advisory Group
Maryland
$41.4K
LIA
473
Lynx Investment Advisory
District of Columbia
$41K +$41K +1,007 New
TIM
474
Thompson Investment Management
Wisconsin
$40.8K
GWS
475
Glassman Wealth Services
Virginia
$40.4K