FVD icon

First Trust Value Line Dividend Fund

332 hedge funds and large institutions have $5.27B invested in First Trust Value Line Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
Holders Change %
0%
% of All Funds
6.72%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
31
Increased
115
Reduced
148
Closed
29
Calls
Puts
$579K
Net Calls
-$579K
Net Calls Change
-$579K
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$943K -$1.79M -57,018 -66%
FHA
177
Flagship Harbor Advisors
Massachusetts
$901K +$131K +4,175 +17%
CGFA
178
Colton Groome Financial Advisors
North Carolina
$864K +$864K +27,479 New
VFA
179
Voya Financial Advisors
Connecticut
$861K +$96.2K +3,076 +13%
FFG
180
Ford Financial Group
California
$827K +$45.6K +1,452 +6%
AFAS
181
Acorn Financial Advisory Services
Virginia
$824K +$524K +16,664 +175%
AWA
182
Acorn Wealth Advisors
Michigan
$820K -$143K -4,539 -15%
AIP
183
Ahrens Investment Partners
Louisiana
$798K -$159K -5,041 -17%
SIG
184
Sargent Investment Group
Maryland
$791K -$42K -1,335 -5%
MC
185
Moors & Cabot
Massachusetts
$741K -$34.8K -1,107 -4%
GWSG
186
GPS Wealth Strategies Group
Colorado
$736K +$736K +23,400 New
BAAM
187
Baker Avenue Asset Management
California
$711K -$22.7K -721 -3%
JIP
188
Jaffetilchin Investment Partners
Florida
$710K -$704K -22,379 -50%
SPI
189
Santori & Peters Inc
Pennsylvania
$699K -$13.9K -443 -2%
SAM
190
SignalPoint Asset Management
Missouri
$674K +$175K +5,575 +35%
CIAS
191
Capital Investment Advisory Services
North Carolina
$658K +$117K +3,726 +22%
NWS
192
Newport Wealth Strategies
California
$654K
RA
193
RFG Advisory
Alabama
$645K -$68.6K -2,181 -10%
NA
194
NewEdge Advisors
Louisiana
$633K -$96.9K -3,078 -13%
OPA
195
Old Port Advisors
Maine
$627K -$1.42K -45 -0.2%
FA
196
FMA Advisory
Pennsylvania
$618K -$27.9K -887 -4%
William Blair & Company
197
William Blair & Company
Illinois
$605K +$51K +1,620 +9%
IF
198
Intrua Financial
Texas
$603K -$338K -9,761 -36%
SWM
199
Shakespeare Wealth Management
Wisconsin
$599K
SFG
200
StrategIQ Financial Group
Indiana
$564K -$173K -5,508 -23%