FVD icon

First Trust Value Line Dividend Fund

237 hedge funds and large institutions have $2.09B invested in First Trust Value Line Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+33
Holders Change %
+16.18%
% of All Funds
5.29%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.25%
New
55
Increased
93
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DI
76
DFPG Investments
Utah
$1.85M +$1.85M +63,646 New
ASN
77
Advisory Services Network
Georgia
$1.82M +$8.26K +284 +0.5%
APA
78
American Portfolios Advisors
New York
$1.74M +$165K +5,673 +10%
BWM
79
Baystate Wealth Management
Massachusetts
$1.74M -$39K -1,272 -2%
CFGS
80
Concourse Financial Group Securities
Alabama
$1.63M +$675K +23,230 +70%
PD
81
Planning Directions
Pennsylvania
$1.62M -$21.1K -726 -1%
TA
82
TFG Advisers
Michigan
$1.61M +$1.61M +55,498 New
AIP
83
Ahrens Investment Partners
Louisiana
$1.55M -$427K -14,700 -22%
KA
84
Kovack Advisors
Florida
$1.54M -$14.3K -493 -0.9%
VA
85
Valmark Advisers
Ohio
$1.45M -$61.6K -2,120 -4%
IFAM
86
Institutional & Family Asset Management
Colorado
$1.36M +$1.36M +46,760 New
MHS
87
M Holdings Securities
Oregon
$1.35M +$50K +1,719 +4%
DBRC
88
D.B. Root & Company
Pennsylvania
$1.33M -$402K -13,832 -23%
TW
89
Towerpoint Wealth
California
$1.31M +$1.05M +36,067 +402%
GLA
90
Good Life Advisors
Pennsylvania
$1.29M +$13.1K +449 +1%
MA
91
Mutual Advisors
Nebraska
$1.22M +$619K +21,300 +104%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$1.19M +$1.19M +40,938 +4,093,800%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$69.2K +2,380 +6%
CBFP
94
Cedar Brook Financial Partners
Ohio
$1.16M +$1.16M +40,022 New
SS
95
Simplicity Solutions
Minnesota
$1.16M +$600K +20,620 +108%
BF
96
BOK Financial
Oklahoma
$1.11M +$371K +12,758 +50%
NWM
97
Northwest Wealth Management
Iowa
$1.11M
BIA
98
Biondo Investment Advisors
Pennsylvania
$1.1M -$12.5K -430 -1%
FCB
99
First Command Bank
Texas
$1.08M -$704K -24,212 -39%
FCFS
100
First Command Financial Services
Texas
$1.08M -$704K -24,212 -39%