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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 %
VFA
301
Valeo Financial Advisors
Indiana
$23K +$124 +4 +0.5%
PFP
302
Pinnacle Financial Partners
Tennessee
$22K -$1.57K -50 -7%
CHC
303
City Holding Co
West Virginia
$22K – – –
GEA
304
Glen Eagle Advisors
New Jersey
$17.1K – – –
M
305
MOTCO
Texas
$17K – – –
GI
306
Gradient Investments
Minnesota
$17K +$11.4K +366 +202%
CCM
307
Chiron Capital Management
Florida
$16K +$16K +500 New
SL
308
Savior LLC
Massachusetts
$15K +$14.2K +440 +1,760%
RCA
309
Ranch Capital Advisors
Florida
$13K – – –
AWM
310
AllSquare Wealth Management
New York
$13K – – –
AA
311
AlphaMark Advisors
Kentucky
$13K +$13K +400 New
LF
312
Lee Financial
Texas
$12K – – –
FP
313
Fiduciary Planning
Florida
$12K +$12K +389 New
KFS
314
Kelly Financial Services
Massachusetts
$11.5K +$63 +2 +0.5%
JFA
315
JNBA Financial Advisors
Minnesota
$11K – – –
TCM
316
Tradewinds Capital Management
Washington
$11K – – –
FRA
317
Front Row Advisors
California
$11K – – –
LWM
318
Liberty Wealth Management
California
$11K – – –
AWM
319
Adams Wealth Management
Utah
$11K +$11K +362 New
AF
320
Allworth Financial
California
$10K -$13.6K -443 -58%
LAS
321
Lloyd Advisory Services
Georgia
$8K -$5.63K -188 -41%
TC
322
Trust Company
Kansas
$8K +$8K +245 New
APC
323
Aspire Private Capital
North Carolina
$7K +$7K +222 New
GFPC
324
Global Financial Private Client
Florida
$5.23K -$1.17K -37 -18%
BCA
325
Berman Capital Advisors
Georgia
$5K +$5K +180 New
11 12
13
14 15