FVD icon

First Trust Value Line Dividend Fund

538 hedge funds and large institutions have $5.98B invested in First Trust Value Line Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+22
Holders Change %
+4.26%
% of All Funds
7.78%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.41%
New
62
Increased
153
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
476
North Star Investment Management
Illinois
$76.5K +$500 +11 +0.7%
PMFA
477
Plante Moran Financial Advisors
Michigan
$75.9K
LOIP
478
Live Oak Investment Partners
Texas
$73.5K -$86K
HNB
479
Hilltop National Bank
Wyoming
$72.7K -$52.1K -1,145 -42%
HCP
480
Hexagon Capital Partners
Arkansas
$70.6K
RFG
481
REAP Financial Group
Texas
$68.5K +$4.96K +109 +8%
OC
482
Oakworth Capital
Alabama
$68.2K
CA
483
CoreCap Advisors
Michigan
$68.2K -$57.1K -1,256 -46%
EWA
484
EverSource Wealth Advisors
Alabama
$66.4K
CAM
485
Creekmur Asset Management
Illinois
$66.1K +$2.87K +63 +5%
FCA
486
FinTrust Capital Advisors
South Carolina
$64.5K +$8.1K +178 +14%
CFFP
487
Center for Financial Planning
Michigan
$64.1K +$64.1K +1,409 New
PP
488
Pacifica Partners
Canada
$60.5K
FFWM
489
Future Financial Wealth Management
Ohio
$60.3K +$60.3K +1,325 New
FFA
490
Farther Finance Advisors
California
$54.1K -$32.8K -721 -38%
BCMLT
491
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.3K
VNA
492
Valley National Advisers
Pennsylvania
$49K
RCM
493
Raleigh Capital Management
North Carolina
$48.1K +$9.33K +205 +24%
NRG
494
Nemes Rush Group
Michigan
$48.1K
PFA
495
Pathway Financial Advisers
Indiana
$47.5K +$47.5K +1,045 New
AAG
496
Accordant Advisory Group
Maryland
$46.2K
FCM
497
Fourpath Capital Management
Oklahoma
$45.9K +$45.9K +1,010 New
TIM
498
Thompson Investment Management
Wisconsin
$45.5K
GWS
499
Glassman Wealth Services
Virginia
$45.1K
PCA
500
Providence Capital Advisors
North Carolina
$43.3K +$43.3K +951 New