FVD icon

First Trust Value Line Dividend Fund

463 hedge funds and large institutions have $8.23B invested in First Trust Value Line Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+66
Holders Change %
+16.62%
% of All Funds
7.15%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.85%
New
104
Increased
186
Reduced
115
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWS
476
Insight Wealth Strategies
California
-$312K -7,952 Closed
CAN
477
Claraphi Advisory Network
United States
-$301K -7,672 Closed
AC
478
AWM Capital
Arizona
-$267K -6,425 Closed
ZIM
479
Zacks Investment Management
Illinois
-$242K -6,181 Closed
SMF
480
Sterling Manor Financial
New York
-$226K -5,762 Closed
WT
481
Washington Trust
Rhode Island
-$82K -2,100 Closed
HA
482
Herold Advisors
New York
-$62K -1,602 Closed
WLPWM
483
Walled Lake Planning & Wealth Management
Illinois
-$33K -840 Closed
GKWIM
484
Gerber Kawasaki Wealth & Investment Management
California
-$31K -796 Closed
CCM
485
Covington Capital Management
California
-$20K -500 Closed
RCA
486
Ranch Capital Advisors
Florida
-$17K -440 Closed
PWA
487
Phoenix Wealth Advisors
North Carolina
-$16K -400 Closed
LWM
488
Liberty Wealth Management
California
-$13K -336 Closed
WB
489
Webster Bank
Connecticut
-$10K -265 Closed
1IA
490
1834 Investment Advisors
Wisconsin
-$6K -153 Closed
QCG
491
Quadrant Capital Group
Ohio
-$5K -140 Closed
JCM
492
Jacobi Capital Management
Pennsylvania
-$4K -105 Closed
MWM
493
Mascoma Wealth Management
New Hampshire
-$4K -100 Closed