FVD icon

First Trust Value Line Dividend Fund

516 hedge funds and large institutions have $5.67B invested in First Trust Value Line Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 261 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
30
Increased
145
Reduced
261
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Shares
Change %
WMWM
201
Whitaker-Myers Wealth Managers
Ohio
$1.97M -$56K -1,374 -3%
SWM
202
Spire Wealth Management
Virginia
$1.95M -$8.53M -209,400 -81%
AF
203
Apollon Financial
South Carolina
$1.93M -$1.37M -33,657 -41%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$1.88M +$180K +4,418 +11%
PTC
205
Private Trust Company
Ohio
$1.87M +$27.7K +679 +2%
GWM
206
Geneos Wealth Management
Colorado
$1.84M +$13.5K +331 +0.7%
WC
207
Waterloo Capital
Texas
$1.81M -$557K -13,673 -24%
SFS
208
Sowell Financial Services
Arkansas
$1.81M -$287K -7,041 -14%
LFAS
209
Level Four Advisory Services
Texas
$1.81M -$578K -14,173 -24%
CIAS
210
Capital Investment Advisory Services
North Carolina
$1.74M -$1.64M -40,326 -49%
DAS
211
Dynamic Advisor Solutions
Arizona
$1.74M -$570K -13,993 -25%
PA
212
PFG Advisors
Arizona
$1.73M -$262K -6,422 -13%
MCWS
213
McKinley Carter Wealth Services
West Virginia
$1.72M -$147K -3,596 -8%
OFS
214
OneAscent Financial Services
Alabama
$1.69M +$23.8K +584 +1%
Lido Advisors
215
Lido Advisors
California
$1.67M +$98.1K +2,408 +6%
Citadel Advisors
216
Citadel Advisors
Florida
$1.55M -$6.41M -157,198 -80%
WAM
217
Walker Asset Management
Missouri
$1.53M -$48.9K -1,200 -3%
FFN
218
Focus Financial Network
Minnesota
$1.53M +$9.77K +228 +0.6%
TCM
219
Triumph Capital Management
Colorado
$1.52M -$19.2K -471 -1%
CFCI
220
Comprehensive Financial Consultants Institutional
Indiana
$1.51M +$41.2K +1,011 +3%
VCM
221
Virtue Capital Management
Tennessee
$1.47M -$82.3K -1,944 -5%
TI
222
tru Independence
Oregon
$1.47M -$102K -2,496 -6%
OWA
223
Octavia Wealth Advisors
Ohio
$1.45M -$639K -15,681 -31%
CAM
224
Cresset Asset Management
Illinois
$1.45M +$141K +3,460 +11%
VVP
225
Venture Visionary Partners
Ohio
$1.42M +$4.16K +102 +0.3%