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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

237 hedge funds and large institutions have $2.09B invested in First Trust Value Line Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+33
Holders Change %
+16.18%
% of All Funds
5.29%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.25%
New
55
Increased
93
Reduced
51
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$435M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52.2M
3
Bank of America
Bank of America
North Carolina
$198M
4
Wells Fargo
Wells Fargo
California
$131M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$86.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$3.85M
2
UBS Group
UBS Group
Switzerland
$118M
3
Citigroup
Citigroup
New York
$4.71M
4
MAP
Milestone Advisory Partners
North Carolina
$5.22M
5
AC
Avestar Capital
New York
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$10.9M +$473K +16,233 +5%
HFS
27
HL Financial Services
Kentucky
$10.7M +$285K +9,815 +3%
FAAS
28
First Allied Advisory Services
California
$9.41M +$1.56M +53,672 +20%
HighTower Advisors
29
HighTower Advisors
Illinois
$7.71M +$7.15M +245,825 +1,286%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$7.56M -$212K -7,294 -3%
SPC
31
Sigma Planning Corp
Michigan
$7.24M +$963K +33,113 +15%
SFS
32
Sowell Financial Services
Arkansas
$7.09M +$1.09M +37,568 +18%
SWP
33
Stratos Wealth Partners
Ohio
$7.05M +$470K +16,150 +7%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$7.03M +$2.95M +101,480 +72%
SB
35
Suntrust Banks
Georgia
$6.86M +$222K +7,650 +3%
PFS
36
Prospera Financial Services
Texas
$6.59M +$806K +27,664 +14%
PNC
37
Park National Corp
Ohio
$5.93M +$128K +4,386 +2%
PAG
38
Private Advisor Group
New Jersey
$5.87M -$382K -13,147 -6%
HCA
39
Heck Capital Advisors
Wisconsin
$5.78M +$414K +14,249 +8%
DADC
40
D.A. Davidson & Co
Montana
$5.47M +$227K +7,798 +4%
AC
41
Avestar Capital
New York
$5.34M -$2.72M -94,612 -34%
MAP
42
Milestone Advisory Partners
North Carolina
$5.22M -$3.07M -106,151 -37%
CAAS
43
Capital Asset Advisory Services
Michigan
$4.81M +$4.81M +165,233 New
Citigroup
44
Citigroup
New York
$4.71M -$3.76M -129,148 -44%
GWM
45
Geneos Wealth Management
Colorado
$4.58M -$85.9K -2,972 -2%
MIAN
46
Mariner Independent Advisor Network
Kansas
$4.58M +$4.58M +153,420 New
FAIM
47
Financial Advocates Investment Management
Washington
$4.43M +$34.6K +1,189 +0.8%
Goldman Sachs
48
Goldman Sachs
New York
$4.36M +$4.36M +150,075 New
PWM
49
PRW Wealth Management
Massachusetts
$4.24M +$4.24M +145,820 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$4.12M +$81K +2,784 +2%
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