FVD icon

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 %
KFS
326
Kelly Financial Services
Massachusetts
$9.99K +$55 +2 +0.6%
JFA
327
JNBA Financial Advisors
Minnesota
$9K – – –
TCM
328
Tradewinds Capital Management
Washington
$9K – – –
FRA
329
Front Row Advisors
California
$9K +$8.27K +284 +1,136%
LAS
330
Lloyd Advisory Services
Georgia
$6K -$1.15K -43 -16%
MM
331
Main Management
California
$6K +$6K +225 New
GFPC
332
Global Financial Private Client
Florida
$5.34K -$15.9K -600 -75%
GI
333
Gradient Investments
Minnesota
$5K – – –
FHA
334
First Horizon Advisors
Tennessee
$5K +$47 +2 +1%
BAMG
335
Brand Asset Management Group
Missouri
$5K +$5K +170 New
TI
336
tru Independence
Oregon
$2.54K – – –
FGAM
337
Financial Gravity Asset Management
Texas
$2.18K +$26 +29 +1%
SMFS
338
Squar Milner Financial Services
California
$2K – – –
BlackRock
339
BlackRock
New York
$2K – – –
TFA
340
Toth Financial Advisory
Virginia
$2K +$545 +15 +38%
NL
341
NWAM LLC
Washington
$1.52K +$321 +11,603 +27%
SL
342
Savior LLC
Massachusetts
$1K +$1K +22 New
WIM
343
Westside Investment Management
California
$33 +$33 +1,200 New
IAA
344
Independent Advisor Alliance
North Carolina
– -$26.3M -729,697 Closed
PWS
345
Paragon Wealth Strategies
Florida
– -$11.6M -321,456 Closed
Jane Street
346
Jane Street
New York
– -$8.67M -240,630 Closed
ACA
347
Ascension Capital Advisors
Texas
– -$7.32M -203,142 Closed
FSA
348
Financial Services Advisory
Maryland
– -$6.53M -181,129 Closed
BFA
349
Brendel Financial Advisors
New Hampshire
– -$3.79M -105,084 Closed
LA
350
LexAurum Advisors
Kansas
– -$3.6M -100,002 Closed
12 13
14
15 16