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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

332 hedge funds and large institutions have $5.27B invested in First Trust Value Line Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
–
Holders Change %
0%
% of All Funds
6.72%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
31
Increased
115
Reduced
148
Closed
29
Calls
–
Puts
$579K
Net Calls
-$579K
Net Calls Change
-$579K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$187M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$81.7M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$20.8M
4
AO
4
Advisor OS
Illinois
$9.76M
5
AAS
5
Avantax Advisory Services
Texas
$48.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$262M
2
AWM
2
AE Wealth Management
Kansas
$5.44M
3
SS
3
Simplicity Solutions
Minnesota
$4.7M
4
PFS
4
Prospera Financial Services
Texas
$1.72M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$21.9M -$1.11M -35,377 -5%
MML Investors Services
27
MML Investors Services
Massachusetts
$21.5M +$1.88M +59,841 +10%
KPWS
28
Kestra Private Wealth Services
Texas
$20.9M +$20.9M +666,313 New
SWAG
29
Spectrum Wealth Advisory Group
California
$20.8M +$10.1M +321,592 +94%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$20.7M +$4.39M +139,420 +27%
CAN
31
Cetera Advisor Networks
California
$19.8M -$4.36M -138,582 -18%
FAAS
32
First Allied Advisory Services
California
$19.2M -$7.96M -253,086 -29%
TCWA
33
Ten Capital Wealth Advisors
Washington
$17.9M +$17.9M +569,998 New
FCFS
34
First Command Financial Services
Texas
$16.9M -$953K -30,283 -5%
FCB
35
First Command Bank
Texas
$16.9M -$953K -30,283 -5%
PA
36
Prism Advisors
California
$16.9M +$1.1M +35,056 +7%
IA
37
IFG Advisory
Georgia
$16.4M -$2.44M -77,410 -13%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$15.6M -$335K -10,633 -2%
PI
39
PFS Investments
Georgia
$15.1M +$1.25M +39,848 +9%
LNC
40
Lincoln National Corp
Pennsylvania
$14.6M +$1.93M +61,280 +15%
US Bancorp
41
US Bancorp
Minnesota
$14M +$85.9K +2,729 +0.6%
SWP
42
Stratos Wealth Partners
Ohio
$14M +$505K +16,058 +4%
DADC
43
D.A. Davidson & Co
Montana
$13.4M +$288K +9,141 +2%
CA
44
Cetera Advisors
Colorado
$12.4M +$700K +22,248 +6%
MIAN
45
Mariner Independent Advisor Network
Kansas
$12.2M +$1.6M +50,794 +15%
PNC
46
Park National Corp
Ohio
$11.8M -$16.8K -533 -0.1%
CA
47
Crumly & Associates
Illinois
$11.6M +$1.83M +58,252 +19%
SPC
48
Sigma Planning Corp
Michigan
$11.3M +$58.3K +1,853 +0.5%
FAIM
49
Financial Advocates Investment Management
Washington
$11.3M +$276K +8,773 +3%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$11.2M +$568K +18,067 +5%
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