FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

202 hedge funds and large institutions have $1.83B invested in First Trust Value Line Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 84 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+41
Holders Change %
+25.47%
% of All Funds
4.59%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
54
Increased
84
Reduced
33
Closed
13
Calls
$31K
Puts
–
Net Calls
+$31K
Net Calls Change
+$31K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$361M
2
Bank of America
2
Bank of America
North Carolina
$199M
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$11.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17M
5
LPL Financial
5
LPL Financial
California
$165M

Top Sellers

1
Citigroup
1
Citigroup
New York
$5.23M
2
SI
2
SII Investments
Wisconsin
$9.78M
3
UBS Group
3
UBS Group
Switzerland
$134M
4
VWA
4
V Wealth Advisors
Kansas
$310K
5
Jane Street
5
Jane Street
New York
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$10.4M +$1.75M +56,587 +20%
SPC
27
Sigma Planning Corp
Michigan
$9.87M +$413K +13,382 +4%
SI
28
SII Investments
Wisconsin
$9.78M -$11.8M -384,060 -55%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$9.47M +$342K +11,089 +4%
MAP
30
Milestone Advisory Partners
North Carolina
$8.77M +$8.77M +284,184 New
HFS
31
HL Financial Services
Kentucky
$7.99M +$414K +13,428 +5%
US Bancorp
32
US Bancorp
Minnesota
$7.87M +$1.06M +34,496 +16%
CA
33
Cetera Advisors
Colorado
$7.84M -$1.68M -54,418 -18%
CF
34
Centaurus Financial
California
$6.93M +$6.93M +224,510 New
SWP
35
Stratos Wealth Partners
Ohio
$6.78M +$73.4K +2,379 +1%
BTS
36
BB&T Securities
Virginia
$6.36M +$685K +22,201 +12%
IH
37
IFC Holdings
Florida
$6.13M +$1.83M +59,206 +42%
AC
38
Avestar Capital
New York
$5.85M +$5.85M +190,044 New
PFS
39
Prospera Financial Services
Texas
$5.8M +$1.84M +59,471 +46%
BCM
40
Brookstone Capital Management
Illinois
$5.37M +$1.92M +62,318 +56%
IA
41
IFP Advisors
Florida
$5.37M -$135K -4,383 -2%
SB
42
Suntrust Banks
Georgia
$5.24M +$214K +6,949 +4%
Citigroup
43
Citigroup
New York
$5.23M -$24.8M -805,190 -83%
GWM
44
Geneos Wealth Management
Colorado
$4.97M +$141K +4,574 +3%
SCA
45
Snowden Capital Advisors
New York
$4.57M +$4.23M +137,121 +1,266%
PNC
46
Park National Corp
Ohio
$4.47M +$170K +5,505 +4%
UCFA
47
United Capital Financial Advisors
Texas
$4.12M -$791K -25,572 -16%
MHS
48
M Holdings Securities
Oregon
$4.1M +$50K +1,620 +1%
HCA
49
Heck Capital Advisors
Wisconsin
$4.1M +$200K +6,481 +5%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$4.08M +$550K +17,838 +16%
1
2
3 4 5