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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 %
OIA
276
Optimum Investment Advisors
Illinois
$67K -$2.42K -77 -3%
EIP
277
Ellis Investment Partners
Pennsylvania
$66K +$341 +11 +0.5%
WT
278
Whittier Trust
California
$63K +$63K +2,000 New
FHC
279
First Horizon Corporation
Tennessee
$62K +$62K +2,002 New
AF
280
Advisornet Financial
Minnesota
$61K -$26.1K -825 -30%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$58K -$57.1K -1,817 -50%
JCM
282
Jacobi Capital Management
Pennsylvania
$50K +$285 +9 +0.6%
LWANC
283
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K -$15.8K -500 -24%
PP
284
Pacifica Partners
Canada
$41K – – –
WT
285
Washington Trust
Rhode Island
$39K +$39K +1,250 New
RBC
286
Roble Belko & Company
Pennsylvania
$36K +$13.8K +429 +62%
PA
287
Parallel Advisors
California
$36K +$36K +1,150 New
NL
288
NVWM LLC
Pennsylvania
$35K +$35K +1,100 New
HCP
289
Hexagon Capital Partners
Arkansas
$33K +$33K +1,032 New
WTC
290
WhitTier Trust Company
Nevada
$31K – – –
CWC
291
Carolinas Wealth Consulting
North Carolina
$31K +$187 +6 +0.6%
NSIM
292
North Star Investment Management
Illinois
$30K -$12.8K -409 -30%
NNP
293
Nachman Norwood & Parrott
South Carolina
$30K +$30K +950 New
CFB
294
Cullen/Frost Bankers
Texas
$28K – – –
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$26K – – –
WLPWM
296
Walled Lake Planning & Wealth Management
Illinois
$26K – – –
AIP
297
Ameritas Investment Partners
Nebraska
$26K +$926 +30 +4%
NFSG
298
Newbridge Financial Services Group
Florida
$26K +$26K +830 New
MA
299
MUFG Americas
New York
$25K – – –
PMFA
300
Plante Moran Financial Advisors
Michigan
$24K +$1.92K +62 +9%
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12
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