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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

332 hedge funds and large institutions have $5.27B invested in First Trust Value Line Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
–
Holders Change %
0%
% of All Funds
6.72%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
31
Increased
115
Reduced
148
Closed
29
Calls
–
Puts
$579K
Net Calls
-$579K
Net Calls Change
-$579K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$20.1M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$16.8M
3
SWAG
Spectrum Wealth Advisory Group
California
+$10.1M
4
AO
Advisor OS
Illinois
+$9.76M
5
AAS
Avantax Advisory Services
Texas
+$8.36M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$25.5M
2
AWM
AE Wealth Management
Kansas
-$22.8M
3
SS
Simplicity Solutions
Minnesota
-$21.8M
4
PFS
Prospera Financial Services
Texas
-$18.1M
5
Morgan Stanley
Morgan Stanley
New York
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
226
Credit Suisse
Switzerland
$389K – – –
M&T Bank
227
M&T Bank
New York
$382K +$57K +1,812 +18%
CF
228
Centaurus Financial
California
$380K +$146K +4,641 +62%
Creative Planning
229
Creative Planning
Kansas
$376K -$147K -4,661 -28%
EWM
230
EPG Wealth Management
Georgia
$367K -$195K -6,203 -35%
MCCP
231
Mission Creek Capital Partners
California
$357K +$1.32K +42 +0.4%
AIC
232
Archer Investment Corporation
Indiana
$354K -$71.1K -2,260 -17%
LFG
233
Larson Financial Group
Missouri
$351K -$2.89M -92,003 -89%
HFP
234
Holistic Financial Partners
Indiana
$335K +$5.03K +160 +2%
FAM
235
Formidable Asset Management
Ohio
$331K +$14.6K +461 +5%
WEC
236
Winslow Evans & Crocker
Massachusetts
$329K -$24.2K -770 -7%
GT
237
Greenleaf Trust
Michigan
$322K – – –
BEI
238
Benjamin Edwards Inc
Missouri
$319K -$355K -11,267 -53%
FFA
239
Founders Financial Alliance
North Carolina
$315K +$315K +9,801 New
HNB
240
Huntington National Bank
Ohio
$310K -$344K – –
JWCA
241
J.W. Cole Advisors
Florida
$307K -$705K -22,399 -70%
LWAC
242
Laurel Wealth Advisors (California)
California
$296K -$2.3K -73 -0.8%
RFN
243
RDA Financial Network
Iowa
$293K -$3.15K -100 -1%
IWS
244
Insight Wealth Strategies
California
$292K -$26.6K -846 -8%
Lido Advisors
245
Lido Advisors
California
$289K +$289K +9,197 New
FMBTD
246
First Midwest Bank Trust Division
Illinois
$288K – – –
VFM
247
Vivid Financial Management
California
$280K -$1.1K -35 -0.4%
SWMG
248
Signature Wealth Management Group
Georgia
$280K – – –
FIM
249
Freedom Investment Management
Connecticut
$276K +$47.8K +1,517 +21%
MCM
250
MAI Capital Management
Ohio
$273K – – –
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