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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 %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$268K +$237K +7,514 +751%
BAM
252
Bellevue Asset Management
Washington
$264K -$17.3K -550 -6%
AFM
253
Andesa Financial Management
Pennsylvania
$242K +$242K +7,678 New
CAS
254
Cascadia Advisory Services
Oregon
$241K -$207K -6,580 -46%
MOS
255
MGO One Seven
Ohio
$240K -$401K -12,716 -63%
PWA
256
Peterson Wealth Advisors
Utah
$234K -$94.1K -2,993 -29%
Fidelity Investments
257
Fidelity Investments
Massachusetts
$233K +$11K +348 +5%
MNBTD
258
Moody National Bank Trust Division
Texas
$231K -$3.03K -96 -1%
BMC
259
Beaton Management Company
Massachusetts
$227K -$9.42K -300 -4%
RIM
260
Rockbridge Investment Management
New York
$217K – – –
SF
261
Synovus Financial
Georgia
$214K – – –
APW
262
Aurora Private Wealth
New Jersey
$211K +$211K +6,697 New
TSS
263
Two Sigma Securities
New York
$207K -$171K -5,444 -45%
SWA
264
Stratos Wealth Advisors
Ohio
$201K +$201K +6,388 New
CBT
265
Central Bank & Trust
Kentucky
$143K +$143K +4,533 New
EWM
266
Endurance Wealth Management
Rhode Island
$139K – – –
WCG
267
Weaver Consulting Group
California
$114K -$8.81K -280 -7%
PB
268
Pinnacle Bancorp
Nebraska
$104K -$3.14K -100 -3%
CFA
269
Carroll Financial Associates
North Carolina
$103K -$36.6K -1,168 -26%
BAM
270
Belpointe Asset Management
Nevada
$100K -$73.3K -2,344 -42%
AP
271
Arlington Partners
Alabama
$97K -$20.8K -665 -18%
PFGIA
272
Patriot Financial Group Insurance Agency
Massachusetts
$81K – – –
HPC
273
HM Payson & Co
Maine
$75K +$36.5K +1,160 +95%
VNA
274
Valley National Advisers
Pennsylvania
$69K – – –
CAL
275
Capital Analysts LLC
Pennsylvania
$69K +$28.4K +908 +70%
9 10
11
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