FVD icon

First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
151
Citadel Advisors
Florida
$3.35M +$3.06M +85,644 +1,060%
KWM
152
Kaydan Wealth Management
Michigan
$3.32M -$20.1M -562,687 -86%
AC
153
Avestar Capital
New York
$3.3M +$90.4K +2,525 +3%
BA
154
Ballew Advisors
Mississippi
$3.3M +$169K +4,713 +5%
OPS
155
Orion Portfolio Solutions
Nebraska
$3.27M +$1.37M +38,399 +72%
LWP
156
Laurel Wealth Planning
Minnesota
$3.2M -$42.1K -1,177 -1%
KA
157
Kovack Advisors
Florida
$3.13M +$16.3K +456 +0.5%
GVAG
158
Great Valley Advisor Group
Delaware
$3.06M -$24.9K -697 -0.8%
SB
159
Strategic Blueprint
Georgia
$2.97M -$6.59K -184 -0.2%
SI
160
Stephens Inc
Arkansas
$2.77M +$971K +27,142 +54%
OFS
161
OneAscent Financial Services
Alabama
$2.76M +$906K +25,322 +49%
WWA
162
WCG Wealth Advisors
Nevada
$2.62M -$459K -11,657 -15%
AP
163
Americana Partners
Texas
$2.54M -$49.6K -1,387 -2%
TCM
164
Triumph Capital Management
Colorado
$2.54M +$43.5K +1,216 +2%
IWA
165
Icon Wealth Advisors
Texas
$2.52M +$2.52M +70,408 New
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$2.52M +$255K +7,118 +11%
PA
167
PSI Advisors
Florida
$2.5M +$326K +9,108 +15%
EP
168
Eudaimonia Partners
Tennessee
$2.5M -$78.7K -2,200 -3%
CFD
169
Creative Financial Designs
Indiana
$2.46M +$13.2K +370 +0.5%
BAM
170
Belpointe Asset Management
Nevada
$2.46M +$1.01M +28,111 +69%
JWCA
171
J.W. Cole Advisors
Florida
$2.44M -$8.2K -229 -0.3%
MA
172
Mutual Advisors
Nebraska
$2.42M +$41.7K +1,164 +2%
SFS
173
Sowell Financial Services
Arkansas
$2.42M -$271K -7,557 -10%
CWM
174
Concentrum Wealth Management
California
$2.38M +$1.47M +41,141 +163%
MCWS
175
McKinley Carter Wealth Services
West Virginia
$2.3M +$55.1K +1,538 +2%