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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

343 hedge funds and large institutions have $4.64B invested in First Trust Value Line Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-5
Holders Change %
-1.44%
% of All Funds
7.58%
Holding in Top 10
35
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.63%
% of All Funds
0.77%
New
43
Increased
170
Reduced
97
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$208M
2
LPL Financial
LPL Financial
California
+$45.7M
3
UBS Group
UBS Group
Switzerland
+$40.6M
4
TC
Trilogy Capital
California
+$34.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$30.4M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$88.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$64.3M
3
GSWM
Golden State Wealth Management
California
-$36M
4
IAA
Independent Advisor Alliance
North Carolina
-$26.3M
5
Truist Financial
Truist Financial
North Carolina
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$18.7M +$3.09M +111,689 +20%
FHC
27
First Heartland Consultants
Missouri
$18.6M +$7.08M +255,702 +62%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$18.3M -$645K -23,302 -3%
MML Investors Services
29
MML Investors Services
Massachusetts
$18.2M +$681K +24,610 +4%
Citigroup
30
Citigroup
New York
$18M +$5.99M +216,351 +50%
PFS
31
Prospera Financial Services
Texas
$16.9M -$2.18M -78,610 -11%
MIC
32
Means Investment Company
Maine
$16.5M -$418K -14,484 -2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$16.3M +$8.53M +308,291 +109%
HighTower Advisors
34
HighTower Advisors
Illinois
$15.5M -$432K -15,591 -3%
IA
35
IFG Advisory
Georgia
$15.1M +$3.17M +114,418 +26%
AWM
36
AE Wealth Management
Kansas
$13.7M +$3.03M +109,591 +29%
SPIA
37
Steward Partners Investment Advisory
New York
$13.3M +$882K +31,864 +7%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$12.6M +$3.2M +115,680 +34%
DADC
39
D.A. Davidson & Co
Montana
$12.3M +$621K +22,422 +5%
ARG
40
Advisory Resource Group
Oklahoma
$12M +$256K +9,238 +2%
TFS
41
TrustCore Financial Services
Tennessee
$11.8M +$1.58M +57,134 +16%
SWP
42
Stratos Wealth Partners
Ohio
$11.7M -$81.5K -2,943 -0.7%
SS
43
Simplicity Solutions
Minnesota
$11.5M +$2.42M +87,282 +27%
IA
44
IFP Advisors
Florida
$11.5M +$7.99M +284,712 +226%
CA
45
Crumly & Associates
Illinois
$10.9M +$1.55M +55,976 +17%
PNC
46
Park National Corp
Ohio
$9.86M +$1.48M +53,495 +18%
SPC
47
Sigma Planning Corp
Michigan
$9.46M -$1.77M -63,857 -16%
CA
48
Cetera Advisors
Colorado
$9.18M +$1.51M +54,661 +20%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$9.04M +$7.18M +259,571 +388%
FAIM
50
Financial Advocates Investment Management
Washington
$8.66M +$1.09M +39,350 +14%
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