FVD icon

First Trust Value Line Dividend Fund

343 hedge funds and large institutions have $4.64B invested in First Trust Value Line Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-5
Holders Change %
-1.44%
% of All Funds
7.58%
Holding in Top 10
35
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.63%
% of All Funds
0.77%
New
43
Increased
170
Reduced
97
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
201
Voya Financial Advisors
Connecticut
$571K -$37K -1,310 -6%
FA
202
FMA Advisory
Pennsylvania
$566K -$8.61K -311 -1%
BCM
203
Bayesian Capital Management
New York
$556K +$556K +20,074 New
APW
204
Aurora Private Wealth
New Jersey
$545K +$356K +12,867 +189%
BEI
205
Benjamin Edwards Inc
Missouri
$542K +$60K +2,166 +12%
SWM
206
Shakespeare Wealth Management
Wisconsin
$528K -$43K -1,554 -8%
CRWM
207
Castle Rock Wealth Management
California
$523K +$19.1K +680 +4%
BAM
208
Belpointe Asset Management
Nevada
$515K -$2.43M -87,727 -82%
MOS
209
MGO One Seven
Ohio
$500K +$8.11K +293 +2%
MMHP
210
Murphy Middleton Hinkle & Parker
Georgia
$497K +$693 +25 +0.1%
FWM
211
Frontier Wealth Management
Missouri
$467K +$62.8K +2,268 +16%
AFP
212
Ausdal Financial Partners
Iowa
$463K +$463K +15,970 New
WEC
213
Winslow Evans & Crocker
Massachusetts
$462K +$267K +9,622 +137%
CIAS
214
Capital Investment Advisory Services
North Carolina
$460K -$10.9K -395 -2%
BP
215
Ballentine Partners
Massachusetts
$436K +$436K +15,760 New
CWA
216
Clarus Wealth Advisors
Arizona
$435K -$97.4K -3,709 -18%
SFP
217
Strategic Financial Partners
Oregon
$427K +$92.4K +3,334 +28%
BA
218
Ballew Advisors
Mississippi
$424K +$242K +8,724 +132%
CS
219
Capital Square
Tennessee
$418K +$16.5K +597 +4%
IWP
220
IAG Wealth Partners
Wisconsin
$414K +$86.4K +3,118 +26%
PPA
221
Parametric Portfolio Associates
Washington
$412K -$65K -2,351 -14%
EWM
222
EPG Wealth Management
Georgia
$409K +$406K +14,669 +14,524%
PWM
223
PRW Wealth Management
Massachusetts
$404K -$4.27M -154,491 -91%
AIC
224
Archer Investment Corporation
Indiana
$403K -$522K -18,885 -56%
Creative Planning
225
Creative Planning
Kansas
$400K -$70.2K -2,535 -15%