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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

205 hedge funds and large institutions have $1.84B invested in First Trust Value Line Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
16
Increased
75
Reduced
71
Closed
20
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$98.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$66.5M
3
Ameriprise
3
Ameriprise
Minnesota
$107M
4
Morgan Stanley
4
Morgan Stanley
New York
$342M
5
UBS Group
5
UBS Group
Switzerland
$119M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$3K
2
LWS
2
Lucia Wealth Services
California
$912K
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$0
4
Bank of America
4
Bank of America
North Carolina
$181M
5
CA
5
Cetera Advisors
Colorado
$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$8.81M +$1.6M +52,867 +22%
MAP
27
Milestone Advisory Partners
North Carolina
$8.55M -$220K -7,272 -3%
Citigroup
28
Citigroup
New York
$8.51M +$70.1K +2,314 +0.8%
SPC
29
Sigma Planning Corp
Michigan
$8.3M +$276K +9,127 +3%
US Bancorp
30
US Bancorp
Minnesota
$8.24M +$1M +33,054 +14%
AC
31
Avestar Capital
New York
$7.75M +$102K +3,381 +1%
PFS
32
Prospera Financial Services
Texas
$7.53M +$221K +7,268 +3%
SWP
33
Stratos Wealth Partners
Ohio
$6.67M -$497K -16,428 -7%
SB
34
Suntrust Banks
Georgia
$6.58M +$613K +20,242 +10%
IA
35
IFP Advisors
Florida
$6.28M +$1.01M +33,422 +19%
GWM
36
Geneos Wealth Management
Colorado
$5.03M -$33K -1,090 -0.7%
DADC
37
D.A. Davidson & Co
Montana
$5.01M +$1.15M +37,985 +30%
PNC
38
Park National Corp
Ohio
$5M +$452K +14,930 +10%
HCA
39
Heck Capital Advisors
Wisconsin
$4.72M +$499K +16,474 +12%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$4.51M +$391K +12,911 +9%
FAIM
41
Financial Advocates Investment Management
Washington
$4.42M +$452K +14,943 +11%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$4.37M +$1.54M +50,708 +54%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$4.34M +$37.6K +1,243 +0.9%
SPIA
44
Steward Partners Investment Advisory
New York
$4.23M +$313K +10,347 +8%
CA
45
Cetera Advisors
Colorado
$4M -$3.56M -117,470 -47%
CS
46
Comerica Securities
Michigan
$3.81M +$143K +4,718 +4%
PAG
47
Private Advisor Group
New Jersey
$3.74M +$261K +8,620 +7%
WWM
48
Wagner Wealth Management
South Carolina
$3.67M +$26.2K +866 +0.7%
BCM
49
Brookstone Capital Management
Illinois
$3.4M -$1.7M -56,206 -33%
Jane Street
50
Jane Street
New York
$2.76M +$2.76M +91,171 New
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