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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 %
Citadel Advisors
351
Citadel Advisors
Florida
– -$3.24M -89,857 Closed
PD
352
Planning Directions
Pennsylvania
– -$1.92M -53,262 Closed
VLC
353
Van Leeuwen & Company
New Jersey
– -$1.71M -47,440 Closed
Lido Advisors
354
Lido Advisors
California
– -$1.31M -36,274 Closed
NWM
355
Northwest Wealth Management
Iowa
– -$1.06M -29,426 Closed
JWCA
356
J.W. Cole Advisors
Florida
– -$911K -25,293 Closed
JAWM
357
J. Arnold Wealth Management
Ohio
– -$848K -23,549 Closed
JWM
358
Jackson Wealth Management
Florida
– -$750K -20,656 Closed
IFG
359
Investors Financial Group
Minnesota
– -$703K -19,504 Closed
OMC
360
Old Mission Capital
Illinois
– -$699K -19,402 Closed
WWM
361
WT Wealth Management
Arizona
– -$669K -18,573 Closed
BFG
362
Barber Financial Group
Kansas
– -$621K -17,238 Closed
KeyBank National Association
363
KeyBank National Association
Ohio
– -$459K -12,752 Closed
AWM
364
Avitas Wealth Management
California
– -$456K -12,664 Closed
NFG
365
NewFocus Financial Group
Washington
– -$294K -8,148 Closed
EWA
366
EP Wealth Advisors
California
– -$280K -7,758 Closed
WSC
367
Wellington Shields & Co
New York
– -$273K -7,580 Closed
FA
368
FDx Advisors
Illinois
– -$266K -7,381 Closed
BMC
369
Beaton Management Company
Massachusetts
– -$259K -7,180 Closed
WP
370
WealthSource Partners
California
– -$249K -6,913 Closed
WAS
371
Wealth Advisory Solutions
Indiana
– -$242K -6,713 Closed
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
– -$223K -6,199 Closed
RCA
373
Resonant Capital Advisors
Wisconsin
– -$207K -5,755 Closed
MNBTD
374
Moody National Bank Trust Division
Texas
– -$204K -5,668 Closed
VCM
375
Vigilant Capital Management
Maine
– -$105K -2,925 Closed
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