FVD icon

First Trust Value Line Dividend Fund

57 hedge funds and large institutions have $219M invested in First Trust Value Line Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
9
Increased
30
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
26
First Heartland Consultants
Missouri
$986K +$133K +6,610 +16%
BRWA
27
B. Riley Wealth Advisors
Florida
$835K +$102K +5,100 +14%
EWA
28
Exencial Wealth Advisors
Oklahoma
$826K +$1.13K +54 +0.1%
Deutsche Bank
29
Deutsche Bank
Germany
$812K +$137K +6,844 +20%
CS
30
Credit Suisse
Switzerland
$802K -$224K -11,178 -22%
GT
31
Greenleaf Trust
Michigan
$768K -$143K -7,144 -16%
B
32
Baird
Wisconsin
$755K -$409K -20,398 -35%
NPC
33
National Planning Corporation
California
$706K +$345K +17,156 +95%
LFG
34
LifePlan Financial Group
Ohio
$638K +$638K +31,796 New
CA
35
Cetera Advisors
Colorado
$586K +$205K +10,244 +54%
FAM
36
Formidable Asset Management
Ohio
$557K +$557K +27,750 New
CWM
37
Concert Wealth Management
California
$501K +$301K +15,138 +151%
CS
38
Comerica Securities
Michigan
$430K -$18.3K -909 -4%
VFS
39
VSR Financial Services
Kansas
$379K +$24.8K +1,236 +7%
NES
40
New England Securities
New York
$374K +$16.4K +820 +5%
CAN
41
Cetera Advisor Networks
California
$359K +$49.8K +2,484 +16%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$356K +$100K +4,987 +39%
AIG
43
American International Group
New York
$336K +$88.7K +4,421 +36%
FAAS
44
First Allied Advisory Services
California
$295K -$28.8K -1,434 -9%
PI
45
Placemark Investments
Illinois
$233K +$233K +11,648 New
KFS
46
KMS Financial Services
Washington
$224K +$224K +11,162 New
WA
47
WFG Advisors
Texas
$115K +$8.22K +410 +8%
SF
48
Synovus Financial
Georgia
$100K
MWP
49
MYCIO Wealth Partners
Pennsylvania
$61K +$404 +20 +0.7%
KTC
50
Kistler-Tiffany Companies
Pennsylvania
$30K