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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$208M
2
LPL Financial
LPL Financial
California
+$45.7M
3
UBS Group
UBS Group
Switzerland
+$40.6M
4
TC
Trilogy Capital
California
+$34.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$30.4M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$88.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$64.3M
3
GSWM
Golden State Wealth Management
California
-$36M
4
IAA
Independent Advisor Alliance
North Carolina
-$26.3M
5
Truist Financial
Truist Financial
North Carolina
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
226
HBK Sorce Advisory
Pennsylvania
$400K +$400K +14,453 New
CAN
227
Claraphi Advisory Network
United States
$399K -$144K -5,204 -27%
AWA
228
Arkadios Wealth Advisors
Georgia
$397K -$18K -652 -4%
WIA
229
Wealthstreet Investment Advisors
Texas
$396K +$112K +4,050 +40%
BDWM
230
Brewin Dolphin Wealth Management
Ireland
$395K +$206K +7,450 +109%
BF
231
BOK Financial
Oklahoma
$391K +$29.8K +1,075 +8%
BWP
232
Bernardo Wealth Planning
Pennsylvania
$378K +$378K +13,665 New
BWA
233
Beam Wealth Advisors
Louisiana
$373K +$373K +13,469 New
CS
234
Credit Suisse
Switzerland
$361K +$361K +13,055 New
V
235
Veritable
Delaware
$351K +$2.38K +86 +0.7%
WA
236
Wealth Advisors
California
$349K -$1.14M -39,800 -77%
SFSIG
237
San Francisco Sentry Investment Group
California
$347K +$22.5K +810 +7%
SMC
238
Smith, Moore & Co
Missouri
$341K -$4.46K -161 -1%
Fidelity Investments
239
Fidelity Investments
Massachusetts
$340K -$170K -6,165 -33%
BAM
240
Bellevue Asset Management
Washington
$330K +$16.3K +548 +5%
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$317K -$385K -13,910 -55%
WCFA
242
Walkner Condon Financial Advisors
Wisconsin
$317K -$60.2K -2,176 -16%
VAS
243
Vestmark Advisory Solutions
Massachusetts
$314K +$11.2K +406 +4%
FIM
244
Freedom Investment Management
Connecticut
$312K +$58.6K +1,606 +23%
MCCP
245
Mission Creek Capital Partners
California
$311K +$1.33K +48 +0.4%
SAM
246
SignalPoint Asset Management
Missouri
$310K +$79.7K +2,879 +35%
SWM
247
SeaCrest Wealth Management
New York
$307K -$26.3K -949 -8%
PWA
248
Peterson Wealth Advisors
Utah
$287K +$287K +10,359 New
GT
249
Greenleaf Trust
Michigan
$285K -$190K -6,882 -40%
IWS
250
Insight Wealth Strategies
California
$284K -$102K -3,668 -26%
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