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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

204 hedge funds and large institutions have $1.96B invested in First Trust Value Line Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.67%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
18
Increased
85
Reduced
67
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$403M
2
UBS Group
2
UBS Group
Switzerland
$134M
3
AG
3
Advisor Group
Arizona
$30.9M
4
SFS
4
Sowell Financial Services
Arkansas
$6.53M
5
LPL Financial
5
LPL Financial
California
$188M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$48.4M
2
CS
2
Comerica Securities
Michigan
$995K
3
FAAS
3
First Allied Advisory Services
California
$8.48M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$8.45M
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$9.21M +$321K +10,149 +4%
MAP
27
Milestone Advisory Partners
North Carolina
$9.07M +$135K +4,258 +2%
AC
28
Avestar Capital
New York
$8.8M +$699K +22,229 +9%
FAAS
29
First Allied Advisory Services
California
$8.48M -$2.55M -80,838 -23%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$8.45M -$2.52M -79,687 -23%
SB
31
Suntrust Banks
Georgia
$7.23M +$351K +11,092 +5%
SWP
32
Stratos Wealth Partners
Ohio
$7.16M +$193K +6,085 +3%
SPC
33
Sigma Planning Corp
Michigan
$6.83M -$1.85M -58,320 -21%
PAG
34
Private Advisor Group
New Jersey
$6.8M +$2.89M +91,322 +74%
SFS
35
Sowell Financial Services
Arkansas
$6.53M +$6.53M +206,276 New
PNC
36
Park National Corp
Ohio
$6.31M +$1.08M +34,226 +21%
PFS
37
Prospera Financial Services
Texas
$6.11M -$1.5M -48,761 -20%
HCA
38
Heck Capital Advisors
Wisconsin
$5.84M +$903K +28,538 +18%
DADC
39
D.A. Davidson & Co
Montana
$5.71M +$468K +14,799 +9%
GWM
40
Geneos Wealth Management
Colorado
$5.11M -$149K -4,713 -3%
SPIA
41
Steward Partners Investment Advisory
New York
$4.81M +$386K +12,213 +9%
FAIM
42
Financial Advocates Investment Management
Washington
$4.78M +$158K +4,981 +3%
IA
43
IFP Advisors
Florida
$4.64M -$1.92M -60,648 -29%
CA
44
Cetera Advisors
Colorado
$4.43M +$256K +8,101 +6%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$4.42M -$104K -3,292 -2%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$4.39M -$320K -10,100 -7%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$4.17M -$399K -12,624 -9%
WWM
48
Wagner Wealth Management
South Carolina
$3.87M +$37.4K +1,182 +1%
WI
49
Wintrust Investments
Illinois
$3.79M +$1.06M +33,445 +39%
BCM
50
Brookstone Capital Management
Illinois
$3.67M +$125K +3,940 +4%
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