FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

202 hedge funds and large institutions have $1.83B invested in First Trust Value Line Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 84 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+41
Holders Change %
+25.47%
% of All Funds
4.59%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
54
Increased
84
Reduced
33
Closed
13
Calls
$31K
Puts
–
Net Calls
+$31K
Net Calls Change
+$31K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$361M
2
Bank of America
2
Bank of America
North Carolina
$199M
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$11.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17M
5
LPL Financial
5
LPL Financial
California
$165M

Top Sellers

1
Citigroup
1
Citigroup
New York
$5.23M
2
SI
2
SII Investments
Wisconsin
$9.78M
3
UBS Group
3
UBS Group
Switzerland
$134M
4
VWA
4
V Wealth Advisors
Kansas
$310K
5
Jane Street
5
Jane Street
New York
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$4.01M +$452K +14,661 +13%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$4.01M +$91.7K +2,971 +2%
CS
53
Comerica Securities
Michigan
$3.81M +$247K +7,990 +7%
PAG
54
Private Advisor Group
New Jersey
$3.75M -$3.01M -96,800 -45%
FAIM
55
Financial Advocates Investment Management
Washington
$3.67M +$3.67M +119,069 New
WWM
56
Wagner Wealth Management
South Carolina
$3.62M +$3.62M +116,896 New
VFA
57
Voya Financial Advisors
Connecticut
$3.46M +$19.6K +635 +0.6%
DADC
58
D.A. Davidson & Co
Montana
$3.44M +$87.3K +2,830 +3%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.72M +$487K +15,768 +22%
WS
60
Wedbush Securities
California
$2.59M +$1.76M +56,939 +211%
LFG
61
LifePlan Financial Group
Ohio
$2.58M – – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$2.46M +$153K +4,956 +7%
AIP
63
Ahrens Investment Partners
Louisiana
$2.34M -$88.7K -2,876 -4%
BWM
64
Baystate Wealth Management
Massachusetts
$2.28M +$196K +6,205 +9%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$2.24M -$80.7K -2,614 -3%
MIAN
66
Mariner Independent Advisor Network
Kansas
$2.21M -$1.3M -42,314 -37%
NWM
67
Northwest Wealth Management
Iowa
$2.2M +$1.95M +63,287 +779%
JFA
68
Johanson Financial Advisors
California
$2.11M +$63.9K +2,066 +3%
WI
69
Wintrust Investments
Illinois
$2.08M +$1.68M +54,380 +421%
IWM
70
IHT Wealth Management
Illinois
$2.01M +$442K +14,218 +28%
VA
71
Valmark Advisers
Ohio
$2.01M +$2.01M +65,145 New
FA
72
FDx Advisors
Illinois
$1.98M -$137K -4,435 -6%
PA
73
PFG Advisors
Arizona
$1.81M +$1.81M +58,580 New
CWM
74
Cornerstone Wealth Management
Missouri
$1.74M +$239K +7,706 +16%
ASN
75
Advisory Services Network
Georgia
$1.74M +$489K +15,864 +39%
1 2
3
4 5