FVD icon

First Trust Value Line Dividend Fund

397 hedge funds and large institutions have $7.27B invested in First Trust Value Line Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-5
Holders Change %
-1.24%
% of All Funds
6.97%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.83%
New
26
Increased
188
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1SB
76
1ST Source Bank
Indiana
$9.74M -$119K -3,026 -1%
CCFM
77
Clear Creek Financial Management
Washington
$9.56M -$498K -12,696 -5%
AWE
78
Avidian Wealth Enterprises
Texas
$9.52M +$701K +17,878 +8%
APWA
79
Atlas Private Wealth Advisors
New Jersey
$9.4M -$103K -2,625 -1%
Barclays
80
Barclays
United Kingdom
$9.37M -$683K -17,436 -7%
SEP
81
Southland Equity Partners
Missouri
$9.36M +$609K +15,546 +7%
DAS
82
Dynamic Advisor Solutions
Arizona
$9.09M +$233K +5,949 +3%
LNC
83
Lincoln National Corp
Pennsylvania
$9M -$18.1M -461,791 -67%
FH
84
FWG Holdings
Florida
$8.98M +$812K +20,709 +10%
CWM
85
Cornerstone Wealth Management
Missouri
$8.71M -$867K -22,114 -9%
IA
86
IFP Advisors
Florida
$8.46M +$310K +7,771 +4%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$8.45M -$440K -11,217 -5%
APA
88
American Portfolios Advisors
New York
$8.32M -$336K -8,569 -4%
CAAS
89
Capital Asset Advisory Services
Michigan
$8.22M +$184K +4,688 +2%
GWA
90
GGM Wealth Advisors
Maryland
$8.18M +$34K +822 +0.4%
FFS
91
Founders Financial Securities
Maryland
$7.68M +$196K +4,991 +3%
IWM
92
IHT Wealth Management
Illinois
$7.54M -$104K -2,645 -1%
AWM
93
AE Wealth Management
Kansas
$7.01M +$108K +2,762 +2%
AFP
94
Ausdal Financial Partners
Iowa
$6.71M +$776K +19,805 +13%
FPWM
95
FSB Premier Wealth Management
Iowa
$6.68M -$87.4K -2,229 -1%
TI
96
tru Independence
Oregon
$6.66M +$290K +7,397 +5%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$6.6M +$4M +96,729 +153%
GWM
98
Geneos Wealth Management
Colorado
$6.49M +$265K +6,707 +4%
WI
99
Wintrust Investments
Illinois
$6.36M -$204K -5,209 -3%
BG
100
Benedetti & Gucer
Georgia
$6.28M -$27.2K -694 -0.4%