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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 %
BAM
251
Bellevue Asset Management
Washington
$380K +$380K +10,554 New
WIA
252
Wealthstreet Investment Advisors
Texas
$369K +$369K +10,241 New
CFG
253
CMC Financial Group
Georgia
$341K +$341K +9,469 New
FMBTD
254
First Midwest Bank Trust Division
Illinois
$329K – – –
VFM
255
Vivid Financial Management
California
$326K +$326K +8,947 New
SWMG
256
Signature Wealth Management Group
Georgia
$321K – – –
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$309K +$309K +8,570 New
CWM
258
Concentrum Wealth Management
California
$304K – – –
MCM
259
MAI Capital Management
Ohio
$301K – – –
SAM
260
SignalPoint Asset Management
Missouri
$300K +$300K +8,319 New
NFG
261
NewFocus Financial Group
Washington
$294K +$294K +8,148 New
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$38K -1,054 -12%
EWA
263
EP Wealth Advisors
California
$280K +$280K +7,758 New
M&T Bank
264
M&T Bank
New York
$275K -$649 -18 -0.2%
WSC
265
Wellington Shields & Co
New York
$273K +$273K +7,580 New
FA
266
FDx Advisors
Illinois
$266K -$6.38K -177 -2%
VWA
267
V Wealth Advisors
Kansas
$262K – – –
BMC
268
Beaton Management Company
Massachusetts
$259K -$10.8K -300 -4%
WEC
269
Winslow Evans & Crocker
Massachusetts
$254K +$14.7K +406 +6%
FIM
270
Freedom Investment Management
Connecticut
$250K +$20.7K +575 +9%
WP
271
WealthSource Partners
California
$249K +$23.1K +641 +10%
HFP
272
Holistic Financial Partners
Indiana
$249K +$38.8K +1,077 +18%
BDWM
273
Brewin Dolphin Wealth Management
Ireland
$246K -$10.8K -300 -4%
APW
274
Aurora Private Wealth
New Jersey
$245K +$245K +6,805 New
WAS
275
Wealth Advisory Solutions
Indiana
$242K +$242K +6,713 New
9 10
11
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