FVD icon

First Trust Value Line Dividend Fund

205 hedge funds and large institutions have $1.84B invested in First Trust Value Line Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 20 closing their positions.

Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
16
Increased
75
Reduced
71
Closed
20
Calls
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.32M -$260K -8,593 -16%
GLA
77
Good Life Advisors
Pennsylvania
$1.31M +$103K +3,386 +9%
FFS
78
Founders Financial Securities
Maryland
$1.23M -$14.2K -470 -1%
CAS
79
Cue Advisory Services
Arizona
$1.16M +$1.51K +50 +0.1%
BIA
80
Biondo Investment Advisors
Pennsylvania
$1.15M +$90.4K +2,985 +9%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M -$1.74M -57,526 -62%
FA
82
FDx Advisors
Illinois
$1.03M -$776K -25,620 -43%
GT
83
Greenleaf Trust
Michigan
$1.03M
SFG
84
StrategIQ Financial Group
Indiana
$1.02M +$1.36K +45 +0.1%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$998K -$1.24M -40,802 -55%
CAC
86
Certified Advisory Corp
Florida
$990K -$27.6K -910 -3%
KWM
87
Kingsview Wealth Management
Oregon
$959K -$3.24K -107 -0.3%
Wolverine Trading
88
Wolverine Trading
Illinois
$947K
LWS
89
Lucia Wealth Services
California
$912K -$5.53M -182,628 -86%
Lido Advisors
90
Lido Advisors
California
$900K +$900K +29,729 New
NL
91
NWAM LLC
Washington
$837K +$4.54K +150 +0.5%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$827K +$2.61K +86 +0.3%
FIM
93
Freedom Investment Management
Connecticut
$800K -$58.1K -1,920 -7%
AWM
94
AE Wealth Management
Kansas
$789K -$4.97K -164 -0.6%
CAM
95
Concorde Asset Management
Michigan
$775K
LNC
96
Lincoln National Corp
Pennsylvania
$775K +$121 +4 +0%
SPI
97
Santori & Peters Inc
Pennsylvania
$765K -$144K -4,765 -16%
SWM
98
Shakespeare Wealth Management
Wisconsin
$737K -$1.33K -44 -0.2%
PV
99
Private Vista
Illinois
$731K -$18.8K -620 -3%
MC
100
Moors & Cabot
Massachusetts
$710K -$97.1K -3,209 -12%