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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

348 hedge funds and large institutions have $5.56B invested in First Trust Value Line Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 175 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+61
Holders Change %
+21.25%
% of All Funds
6.87%
Holding in Top 10
41
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+86.36%
% of All Funds
0.81%
New
84
Increased
175
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$954M
2
LPL Financial
2
LPL Financial
California
$474M
3
Truist Financial
3
Truist Financial
North Carolina
$91.7M
4
JFA
4
Johanson Financial Advisors
California
$91.7M
5
Ameriprise
5
Ameriprise
Minnesota
$317M

Top Sellers

1
CF
1
Centaurus Financial
California
$2.07M
2
IA
2
IFP Advisors
Florida
$4.54M
3
FFS
3
Founders Financial Securities
Maryland
$0
4
PAG
4
Private Advisor Group
New Jersey
$20.9M
5
MFG
5
Merit Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
PSI Advisors
Florida
$594K +$594K +16,488 New
LWAC
227
Laurel Wealth Advisors (California)
California
$554K -$53.3K -1,477 -9%
AWA
228
Arkadios Wealth Advisors
Georgia
$552K +$552K +14,982 New
VHAM
229
Van Hulzen Asset Management
California
$542K -$1.91K -53 -0.4%
FWM
230
Frontier Wealth Management
Missouri
$526K -$18.7K -519 -3%
CS
231
Capital Square
Tennessee
$522K +$522K +14,496 New
IWS
232
Insight Wealth Strategies
California
$502K +$78.8K +2,185 +19%
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$491K +$491K +13,640 New
BPWA
234
Beacon Pointe Wealth Advisors
California
$475K +$475K +13,224 New
BF
235
BOK Financial
Oklahoma
$470K -$33.5K -929 -7%
KeyBank National Association
236
KeyBank National Association
Ohio
$459K +$459K +12,752 New
AWM
237
Avitas Wealth Management
California
$456K -$5.4K -150 -1%
V
238
Veritable
Delaware
$454K +$2.52K +70 +0.6%
SMC
239
Smith, Moore & Co
Missouri
$450K +$145K +4,020 +48%
SFP
240
Strategic Financial Partners
Oregon
$435K +$435K +12,077 New
SWM
241
SeaCrest Wealth Management
New York
$434K +$59.5K +1,651 +16%
TRCT
242
Tower Research Capital (TRC)
New York
$433K -$403K -11,162 -48%
WP
243
WealthPLAN Partners
Nebraska
$432K +$3.41K +93 +0.8%
IWP
244
IAG Wealth Partners
Wisconsin
$427K +$427K +11,826 New
RFN
245
RDA Financial Network
Iowa
$426K -$9.89K -273 -2%
CFA
246
Carroll Financial Associates
North Carolina
$423K +$176K +4,904 +71%
SFSIG
247
San Francisco Sentry Investment Group
California
$422K +$380K +10,550 +909%
LWS
248
Lucia Wealth Services
California
$405K +$38.2K +1,060 +10%
MCCP
249
Mission Creek Capital Partners
California
$404K +$404K +11,200 New
VAS
250
Vestmark Advisory Solutions
Massachusetts
$394K +$62.5K +1,735 +19%
8 9
10
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