FVD icon

First Trust Value Line Dividend Fund

584 hedge funds and large institutions have $7.09B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 166 increasing their positions, 250 reducing their positions, and 39 closing their positions.

Holders
584
Holders Change
+46
Holders Change %
+8.55%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
95
Increased
166
Reduced
250
Closed
39
Calls
$48K
Puts
Net Calls
+$48K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$28.1M -$642K -14,711 -2%
IA
27
Intellus Advisors
Florida
$27.6M +$27.6M +633,407 New
LFG
28
Larson Financial Group
Missouri
$25.5M +$4.31M +98,837 +20%
AAS
29
Avantax Advisory Services
Texas
$23.7M +$1.17M +26,826 +5%
MML Investors Services
30
MML Investors Services
Massachusetts
$22.3M -$74.1K -1,699 -0.3%
VFG
31
Victory Financial Group
Texas
$22.2M +$22.2M +508,280 New
BEI
32
Benjamin Edwards Inc
Missouri
$21.9M +$608K +13,919 +3%
PNC
33
Park National Corp
Ohio
$21.4M -$106K -2,436 -0.5%
DADC
34
D.A. Davidson & Co
Montana
$20.9M +$619K +14,175 +3%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$20.4M -$267K -6,107 -1%
GSWM
36
Golden State Wealth Management
California
$20.3M +$20.3M +464,135 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$19.9M -$104K -2,382 -0.5%
PBF
38
Petix & Botte Financial
California
$19.7M -$6.13M -140,426 -24%
Citigroup
39
Citigroup
New York
$19.7M -$934K -21,413 -5%
AWS
40
Atria Wealth Solutions
New York
$19.5M -$3M -68,837 -13%
Mariner
41
Mariner
Kansas
$19.4M +$1.1M +25,212 +6%
BFG
42
Beacon Financial Group
Texas
$19.1M -$953K -21,844 -5%
IA
43
IFG Advisory
Georgia
$18.8M -$764K -17,505 -4%
NA
44
NewEdge Advisors
Louisiana
$15.9M +$671K +15,376 +4%
IAA
45
Independent Advisor Alliance
North Carolina
$15.5M +$7.33M +167,943 +90%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$15.4M +$3.14M +71,988 +26%
SWP
47
Stratos Wealth Partners
Ohio
$14.9M -$4.16M -95,312 -22%
KPWS
48
Kestra Private Wealth Services
Texas
$14.8M -$311K -7,129 -2%
SPIA
49
Steward Partners Investment Advisory
New York
$13.8M -$89.1K -2,041 -0.6%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$13.6M +$20.5K +470 +0.2%