Cliff Asness's FVD Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 38,198 shares of First Trust Value Line Dividend Index Fund (FVD) worth $1.76 M, representing 0.00% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 6 quarters.
Based on 13F filings, Cliff Asness has maintained this position in FVD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 11,657 shares. Largest reduction occurred in Q2 2025, reducing 753 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's First Trust Value Line Dividend Index Fund (FVD) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Trust Value Line Dividend Index Fund (FVD) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -263 | Reduce 0.68% | 38,198 | $46.08 |
| Q3 2025 | +5,439 | Add 16.47% | 38,461 | $46.24 |
| Q2 2025 | -753 | Reduce 2.23% | 33,022 | $44.70 |
| Q1 2025 | +11,657 | Add 52.70% | 33,775 | $44.59 |
| Q4 2024 | +9,737 | Add 78.64% | 22,118 | $43.64 |
| Q3 2024 | +12,381 | New Buy | 12,381 | $45.49 |
Cliff Asness's First Trust Value Line Dividend Index Fund Investment FAQs
Cliff Asness first purchased First Trust Value Line Dividend Index Fund (FVD) in Q3 2024, acquiring 12,381 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held First Trust Value Line Dividend Index Fund (FVD) for 6 quarters since Q3 2024.
Cliff Asness's largest addition to First Trust Value Line Dividend Index Fund (FVD) was in Q3 2024, adding 12,381 shares worth $563,189.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 38,198 shares of First Trust Value Line Dividend Index Fund (FVD), valued at approximately $1.76 M.
As of the Q4 2025 filing, First Trust Value Line Dividend Index Fund (FVD) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in First Trust Value Line Dividend Index Fund (FVD) was 38,461 shares, as reported at the end of Q3 2025.