First Trust Value Line Dividend Index Fund (FVD)
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If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the First Trust Value Line Dividend ETF (FVD), a passively managed exchange traded fund launched on August 19, 2003.
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First Trust Value Line Dividend Index Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 35,692 | $1.47M | $1.74M | $270,161.92 | 18.33% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 2,600 | $105,456 | $127,127 | $21,671 | 20.55% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 200 | $9,216 | $9,862 | $646 | 7.01% |
 Curtis Ellergodt Rothschild Investment LLC | 356 | $16,404 | $17,219.72 | $815.72 | 4.97% |
 Tom McDonald Richards, MERRILL & PETERSON Inc. | 5,235 | $230,130.42 | $257,666.7 | $27,536.28 | 11.97% |
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First Trust Value Line Dividend Index Fund Profile
| ARCA Exchange | US Country |
Overview
The described fund places a strong emphasis on investing primarily in securities that not only rank highly on the Value Line® Safety™ Ranking System but also offer prospects of above-average dividend yields. By allocating at least 90% of its net assets, including those obtained through investment borrowings, into securities that are ranked either #1 or #2 in the Safety Ranking System, the fund aims to provide a secure investment avenue that potentially offers substantial returns through dividends. This strategy targets investors who are looking for a conservative investment approach that does not compromise on the potential for income generation.
Products and Services
- Investment in High-Ranking Securities:
- Emphasis on Dividend Yield:
The fund focuses on investing in securities that have achieved either a #1 or #2 ranking according to the proprietary Value Line® Safety™ Ranking System. This system evaluates various securities based on their safety and potential for stable returns, making it a cornerstone of the fund’s investment strategy. Targeting these high-ranking securities aligns with the fund’s commitment to minimize risk while seeking to secure consistent returns for its investors.
Alongside the safety ranking, the fund prioritizes securities expected to deliver above-average dividend yields. This dual focus ensures that investments are not only considered safe but are also positioned to provide a steady income stream through dividends. This approach caters to income-focused investors who value both the security of their principal and the potential for income generation, making the fund an attractive option for those seeking both safety and profitability in their investments.
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