FVD icon

First Trust Value Line Dividend Fund

84 hedge funds and large institutions have $413M invested in First Trust Value Line Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 13 closing their positions.

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
7
Increased
37
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
26
Oppenheimer & Co
New York
$1.63M -$132K -5,640 -8%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.56M +$10.9K +467 +0.7%
Citigroup
28
Citigroup
New York
$1.36M +$472K +20,193 +53%
PAG
29
Private Advisor Group
New Jersey
$1.33M +$110K +4,684 +9%
Jane Street
30
Jane Street
New York
$1.32M +$140K +6,010 +12%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1.2M -$31.7K -1,355 -3%
LFG
32
LifePlan Financial Group
Ohio
$1.18M +$85.9K +3,674 +8%
SWP
33
Stratos Wealth Partners
Ohio
$1.11M +$10.2K +438 +0.9%
KA
34
Kovack Advisors
Florida
$1.11M +$112K +4,783 +11%
BRWA
35
B. Riley Wealth Advisors
Florida
$1.1M -$152K -6,500 -12%
CA
36
Cetera Advisors
Colorado
$1.08M +$81.9K +3,497 +8%
GT
37
Greenleaf Trust
Michigan
$929K
EWA
38
Exencial Wealth Advisors
Oklahoma
$786K -$147K -6,235 -16%
CS
39
Comerica Securities
Michigan
$748K -$30.1K -1,287 -4%
CAM
40
Concorde Asset Management
Michigan
$727K -$117K -5,013 -14%
AF
41
Affiance Financial
Minnesota
$712K -$14.5K -620 -2%
SPC
42
Sigma Planning Corp
Michigan
$674K +$16.3K +699 +2%
MAA
43
Managed Account Advisors
New Jersey
$595K +$396K +16,941 +199%
CAN
44
Cetera Advisor Networks
California
$586K
MFS
45
MSI Financial Services
Massachusetts
$576K +$253K +10,804 +78%
Citadel Advisors
46
Citadel Advisors
Florida
$570K +$570K +24,386 New
IH
47
IFC Holdings
Florida
$565K -$72K -3,017 -11%
Goldman Sachs
48
Goldman Sachs
New York
$548K -$359K -15,331 -40%
US Bancorp
49
US Bancorp
Minnesota
$534K +$281K +12,000 +111%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$527K +$24K +1,028 +5%