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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 %
VHAM
251
Van Hulzen Asset Management
California
$282K -$134K -4,838 -32%
CWS
252
Cypress Wealth Services
California
$272K +$272K +9,819 New
SWA
253
Stratos Wealth Advisors
Ohio
$263K +$80.3K +2,902 +44%
LWAC
254
Laurel Wealth Advisors (California)
California
$262K -$163K -5,880 -38%
RFN
255
RDA Financial Network
Iowa
$260K -$65.5K -2,366 -20%
FMBTD
256
First Midwest Bank Trust Division
Illinois
$253K – – –
VFM
257
Vivid Financial Management
California
$248K – – –
CFG
258
CMC Financial Group
Georgia
$247K -$15.2K -550 -6%
HA
259
HC Advisors
Georgia
$247K +$247K +8,919 New
SWMG
260
Signature Wealth Management Group
Georgia
$246K – – –
CWM
261
Concentrum Wealth Management
California
$234K – – –
OPA
262
Old Port Advisors
Maine
$234K +$234K +8,459 New
NDSI
263
Newman Dignan & Sheerar Inc
Rhode Island
$230K +$230K +7,984 New
CG
264
Caprock Group
Idaho
$224K +$224K +8,083 New
MCM
265
MAI Capital Management
Ohio
$221K -$10K -363 -4%
M&T Bank
266
M&T Bank
New York
$215K +$4.34K +157 +2%
HFP
267
Holistic Financial Partners
Indiana
$211K +$19.8K +714 +10%
PAS
268
Park Avenue Securities
New York
$208K +$208K +7,506 New
AssetMark Inc
269
AssetMark Inc
California
$200K +$113K +4,100 +131%
TWA
270
TCI Wealth Advisors
Arizona
$184K +$184K +6,645 New
MWM
271
MBE Wealth Management
Wisconsin
$184K +$184K +6,660 New
ADL
272
Asset Dedication LLC
California
$178K +$178K +6,426 New
WCG
273
Weaver Consulting Group
California
$168K +$168K +6,060 New
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$146K -$8.3K -300 -5%
PFGIA
275
Patriot Financial Group Insurance Agency
Massachusetts
$132K -$82.9K -2,997 -39%
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