FVD icon

First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
501
Salem Investment Counselors
North Carolina
$5.91K
CWP
502
Concord Wealth Partners
Virginia
$5.39K +$5.39K +135 New
CSPIA
503
Cary Street Partners Investment Advisory
Virginia
$3.99K +$3.99K +100 New
CP
504
Castleview Partners
Texas
$3.55K +$1.28K +32 +56%
BlackRock
505
BlackRock
New York
$2.2K
EAM
506
Eukles Asset Management
Ohio
$2K
MPCL
507
My Personal CFO LLC
Washington
$1.92K +$1.92K +48 New
FGAM
508
Financial Gravity Asset Management
Texas
$1.19K +$1.19K +40 New
VF
509
VitalStone Financial
Texas
$1K +$1K +59 New
EE
510
EWG Elevate
California
$998 +$998 +25 New
CMP
511
Coston McIsaac & Partners
Maine
$157 +$1 +21 +0.5%
AssetMark Inc
512
AssetMark Inc
California
$36
Susquehanna International Group
513
Susquehanna International Group
Pennsylvania
-$7.04M -196,681 Closed
Citadel Advisors
514
Citadel Advisors
Florida
-$3.35M -93,724 Closed
AC
515
Avestar Capital
New York
-$3.3M -92,166 Closed
FTUS
516
Flow Traders U.S.
New York
-$2.29M -63,964 Closed
HGERS
517
Householder Group Estate & Retirement Specialist
Arizona
-$1.39M -38,880 Closed
AWG
518
Altus Wealth Group
Colorado
-$1.29M -32,863 Closed
AWM
519
Axxcess Wealth Management
California
-$1.06M -29,674 Closed
Jane Street
520
Jane Street
New York
-$708K -19,771 Closed
CP
521
Camelot Portfolios
Ohio
-$592K -16,539 Closed
ACG
522
Allen Capital Group
Nebraska
-$373K -10,410 Closed
Two Sigma Advisers
523
Two Sigma Advisers
New York
-$351K -9,800 Closed
PWM
524
Perigon Wealth Management
California
-$350K -9,769 Closed
PWA
525
Peterson Wealth Advisors
Utah
-$266K -7,442 Closed