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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

348 hedge funds and large institutions have $5.56B invested in First Trust Value Line Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 175 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
348
Holders Change
+61
Holders Change %
+21.25%
% of All Funds
6.87%
Holding in Top 10
41
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+86.36%
% of All Funds
0.81%
New
84
Increased
175
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$954M
2
LPL Financial
2
LPL Financial
California
$474M
3
Truist Financial
3
Truist Financial
North Carolina
$91.7M
4
JFA
4
Johanson Financial Advisors
California
$91.7M
5
Ameriprise
5
Ameriprise
Minnesota
$317M

Top Sellers

1
CF
1
Centaurus Financial
California
$2.07M
2
IA
2
IFP Advisors
Florida
$4.54M
3
FFS
3
Founders Financial Securities
Maryland
$0
4
PAG
4
Private Advisor Group
New Jersey
$20.9M
5
MFG
5
Merit Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
26
Independent Advisor Alliance
North Carolina
$26.3M +$26.3M +729,697 New
PFS
27
Prospera Financial Services
Texas
$24.9M +$3.85M +106,785 +18%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$24.7M +$2.5M +69,334 +11%
MML Investors Services
29
MML Investors Services
Massachusetts
$22.8M +$1.6M +44,387 +8%
MIC
30
Means Investment Company
Maine
$21.4M +$1.94M +52,965 +10%
PAG
31
Private Advisor Group
New Jersey
$20.9M -$3.57M -99,114 -15%
HighTower Advisors
32
HighTower Advisors
Illinois
$20.7M +$2.59M +71,865 +14%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$20.3M +$1.68M +46,547 +9%
US Bancorp
34
US Bancorp
Minnesota
$19.4M +$674K +18,708 +4%
CAN
35
Cetera Advisor Networks
California
$18.8M +$3.75M +104,047 +25%
JIP
36
Jaffetilchin Investment Partners
Florida
$16.5M +$1.1M +30,487 +7%
SPIA
37
Steward Partners Investment Advisory
New York
$16.2M +$771K +21,412 +5%
Citigroup
38
Citigroup
New York
$15.6M +$3.82M +105,927 +32%
IA
39
IFG Advisory
Georgia
$15.6M +$1.28M +35,596 +9%
SWP
40
Stratos Wealth Partners
Ohio
$15.3M +$1.41M +39,211 +10%
ARG
41
Advisory Resource Group
Oklahoma
$15.3M +$5.82M +161,526 +62%
DADC
42
D.A. Davidson & Co
Montana
$15.1M +$4.26M +118,336 +39%
FHC
43
First Heartland Consultants
Missouri
$15M +$4.54M +125,926 +44%
SPC
44
Sigma Planning Corp
Michigan
$14.6M +$1.35M +37,531 +10%
AWM
45
AE Wealth Management
Kansas
$13.8M +$5.11M +141,960 +59%
RW
46
RVW Wealth
California
$13.7M +$422K +11,711 +3%
TFS
47
TrustCore Financial Services
Tennessee
$13.3M +$890K +24,705 +7%
Goldman Sachs
48
Goldman Sachs
New York
$12.6M +$5.4M +150,000 +75%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$12.2M +$4.24M +117,708 +53%
CA
50
Crumly & Associates
Illinois
$12.2M +$12.2M +339,210 New
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