FVD icon

First Trust Value Line Dividend Fund

259 hedge funds and large institutions have $3.3B invested in First Trust Value Line Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 135 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+3
Holders Change %
+1.17%
% of All Funds
5.63%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
31
Increased
135
Reduced
56
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFGK
201
Keystone Financial Group (Kentucky)
Kentucky
$215K +$215K +6,374 New
NG
202
Northstar Group
New York
$202K -$22.3K -660 -10%
ACA
203
Atlas Capital Advisors
Wyoming
$171K +$171K +5,077 New
SF
204
Synovus Financial
Georgia
$169K
GRP
205
Global Retirement Partners
California
$165K +$95.3K +2,830 +137%
EWM
206
Endurance Wealth Management
Rhode Island
$150K
SMFS
207
Squar Milner Financial Services
California
$139K -$123K -3,661 -47%
ESB
208
Essex Savings Bank
Connecticut
$136K +$10.8K +320 +9%
HNB
209
Huntington National Bank
Ohio
$104K -$100K
QCIG
210
Quad-Cities Investment Group
Iowa
$102K -$26.2K -776 -20%
AF
211
Allworth Financial
California
$92K
FHA
212
Flagship Harbor Advisors
Massachusetts
$91K +$48.5K +1,453 +114%
PB
213
Pinnacle Bancorp
Nebraska
$81K -$16.9K -500 -17%
FGAM
214
Financial Gravity Asset Management
Texas
$81K -$576 -17 -0.7%
NC
215
NewSquare Capital
Pennsylvania
$78K
VNA
216
Valley National Advisers
Pennsylvania
$74K
AF
217
Advisornet Financial
Minnesota
$69K
WT
218
Whittier Trust
California
$67K
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$66K -$6.05K -180 -8%
PA
220
Parallel Advisors
California
$62K
EIP
221
Ellis Investment Partners
Pennsylvania
$58K +$58K +1,722 New
CCM
222
Cribstone Capital Management
Maine
$51K -$22.6K -666 -31%
JCM
223
Jacobi Capital Management
Pennsylvania
$48K +$202 +6 +0.4%
EAM
224
Eukles Asset Management
Ohio
$41K -$40.9K -1,226 -50%
VFA
225
Valeo Financial Advisors
Indiana
$35K +$35K +1,048 New