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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

128 hedge funds and large institutions have $1.27B invested in First Trust Value Line Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
3.2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
21
Increased
62
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$56.8M
2
LPL Financial
2
LPL Financial
California
$99.5M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
Morgan Stanley
4
Morgan Stanley
New York
$262M
5
AIM
5
Advantage Investment Management
Iowa
$9.22M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$86.8M
2
Jane Street
2
Jane Street
New York
$1.81M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
SAM
4
Shamrock Asset Management
Texas
$18.2M
5
JFA
5
Johanson Financial Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICOA
26
Investment Centers of America
North Dakota
$6.98M 249,261 +2,233 +0.9%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$6.45M 230,419 +76,236 +49%
Stifel Financial
28
Stifel Financial
Missouri
$6.44M 229,597 +51,569 +29%
SI
29
SII Investments
Wisconsin
$6.18M 220,457 +8,461 +4%
SB
30
Suntrust Banks
Georgia
$5.71M 203,879 +51,559 +34%
HFS
31
HL Financial Services
Kentucky
$5.65M 201,564 -3,927 -2%
FAAS
32
First Allied Advisory Services
California
$5.52M 196,880 +7,505 +4%
SPC
33
Sigma Planning Corp
Michigan
$4.86M 173,207 +92,937 +116%
GWM
34
Geneos Wealth Management
Colorado
$4.84M 172,609 -7,133 -4%
MIAN
35
Mariner Independent Advisor Network
Kansas
$4.57M 162,914 -46,484 -22%
US Bancorp
36
US Bancorp
Minnesota
$4.53M 161,508 +58,038 +56%
IA
37
IFP Advisors
Florida
$4.42M 157,585 +14,523 +10%
CA
38
Cetera Advisors
Colorado
$4.29M 152,932 +57,349 +60%
PAG
39
Private Advisor Group
New Jersey
$4.17M 148,050 +21,361 +17%
HCA
40
Heck Capital Advisors
Wisconsin
$4.02M 143,574 +143,574 New
IH
41
IFC Holdings
Florida
$3.95M 140,606 -1,760 -1%
CFD
42
Creative Financial Designs
Indiana
$3.85M 137,322 +137,322 New
PNC
43
Park National Corp
Ohio
$3.49M 124,596 +2,839 +2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$2.85M 101,820 +10,976 +12%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.84M 101,345 +88,858 +712%
SCA
46
Snowden Capital Advisors
New York
$2.59M 92,552 -54 -0.1%
NPC
47
National Planning Corporation
California
$2.45M 86,909 +41,590 +92%
VFA
48
Voya Financial Advisors
Connecticut
$2.43M 86,479 -11,726 -12%
NWM
49
Northwest Wealth Management
Iowa
$2.03M 72,423 +72,423 New
SWP
50
Stratos Wealth Partners
Ohio
$1.98M 70,701 +5,275 +8%
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