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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 %
AA
326
Ancora Advisors
Ohio
$4K – – –
BlackRock
327
BlackRock
New York
$3K -$2.25K -69 -43%
Koshinski Asset Management
328
Koshinski Asset Management
Illinois
$2.07K -$140 -4,240 -6%
AA
329
Advisory Alpha
Michigan
$2K +$2K +50 New
FEG
330
Financial Enhancement Group
Indiana
$2K +$2K +50 New
FCA
331
FinTrust Capital Advisors
South Carolina
$39 +$25 +785 +173%
CCFM
332
Clear Creek Financial Management
Washington
– -$7.67M -253,016 Closed
WOSD
333
WFA of San Diego
California
– -$5.49M -151,877 Closed
TI
334
tru Independence
Oregon
– -$3.62K -119,276 Closed
NWP
335
Northstar Wealth Partners
Connecticut
– -$1.62M -53,550 Closed
VWA
336
V Wealth Advisors
Kansas
– -$889K -29,318 Closed
TC
337
TownSquare Capital
Utah
– -$605K -19,839 Closed
CRWM
338
Castle Rock Wealth Management
California
– -$591K -18,630 Closed
CWS
339
Cypress Wealth Services
California
– -$558K -18,404 Closed
PFA
340
Plotkin Financial Advisors
Maryland
– -$447K -14,733 Closed
RIA
341
Regal Investment Advisors
Michigan
– -$298K -9,843 Closed
BCM
342
Bayesian Capital Management
New York
– -$263K -8,674 Closed
SAG
343
Spotlight Asset Group
Illinois
– -$262K -8,629 Closed
NDSI
344
Newman Dignan & Sheerar Inc
Rhode Island
– -$224K -7,064 Closed
TFGT
345
TS Financial Group (TSFG)
Illinois
– -$143K -4,712 Closed
OPS
346
Orion Portfolio Solutions
Nebraska
– -$93K -3,056 Closed
NC
347
NewSquare Capital
Pennsylvania
– -$67K -2,226 Closed
ME
348
McIlrath & Eck
Washington
– -$50K -1,663 Closed
WIM
349
Westside Investment Management
California
– -$36 -1,200 Closed
WFMPM
350
Woodley Farra Manion Portfolio Management
Indiana
– -$29K -967 Closed
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