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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

259 hedge funds and large institutions have $3.3B invested in First Trust Value Line Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 135 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+3
Holders Change %
+1.17%
% of All Funds
5.63%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
31
Increased
135
Reduced
56
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$616M
2
Bank of America
2
Bank of America
North Carolina
$332M
3
UBS Group
3
UBS Group
Switzerland
$213M
4
LPL Financial
4
LPL Financial
California
$308M
5
Wells Fargo
5
Wells Fargo
California
$206M

Top Sellers

1
IFAM
1
Institutional & Family Asset Management
Colorado
$1K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
SPC
3
Sigma Planning Corp
Michigan
$11.2M
4
Jane Street
4
Jane Street
New York
$0
5
AIC
5
Ameritas Investment Company
Nebraska
$583K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
26
Jaffetilchin Investment Partners
Florida
$15.6M +$2.79M +82,605 +22%
SB
27
Suntrust Banks
Georgia
$15M +$6.56M +194,338 +77%
FAAS
28
First Allied Advisory Services
California
$14.5M +$1.31M +38,866 +10%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$14.4M +$10.5M +313,487 +266%
SPIA
30
Steward Partners Investment Advisory
New York
$14.1M +$4.51M +133,543 +47%
CAN
31
Cetera Advisor Networks
California
$13.9M +$555K +16,459 +4%
PAG
32
Private Advisor Group
New Jersey
$13.9M +$4.98M +147,513 +56%
RW
33
RVW Wealth
California
$12.6M +$1.02M +30,124 +9%
HighTower Advisors
34
HighTower Advisors
Illinois
$12.1M +$1.57M +46,517 +15%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$11.8M -$312K -9,078 -3%
SPC
36
Sigma Planning Corp
Michigan
$11.2M -$2.51M -74,371 -18%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$9.9M +$1.42M +42,119 +17%
SWP
38
Stratos Wealth Partners
Ohio
$9.88M +$996K +29,524 +11%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$9.8M +$218K +6,469 +2%
PNC
40
Park National Corp
Ohio
$9.27M +$414K +12,284 +5%
HCA
41
Heck Capital Advisors
Wisconsin
$9.13M +$1.28M +37,863 +16%
DADC
42
D.A. Davidson & Co
Montana
$9.1M +$1.28M +38,022 +16%
TFS
43
TrustCore Financial Services
Tennessee
$8.99M +$6.39M +189,290 +246%
ARG
44
Advisory Resource Group
Oklahoma
$8.5M -$749K -22,197 -8%
SWAG
45
Spectrum Wealth Advisory Group
California
$8.19M +$1.16M +34,256 +16%
FAIM
46
Financial Advocates Investment Management
Washington
$7.86M +$2.48M +73,406 +46%
AWM
47
AE Wealth Management
Kansas
$7.74M +$7M +207,581 +958%
Citigroup
48
Citigroup
New York
$7.51M +$870K +25,779 +13%
SS
49
Simplicity Solutions
Minnesota
$7.13M +$5.46M +161,899 +328%
BAAM
50
Baker Avenue Asset Management
California
$6.85M +$60.9K +1,806 +0.9%
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