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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

205 hedge funds and large institutions have $1.84B invested in First Trust Value Line Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
16
Increased
75
Reduced
71
Closed
20
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$98.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$66.5M
3
Ameriprise
3
Ameriprise
Minnesota
$107M
4
Morgan Stanley
4
Morgan Stanley
New York
$342M
5
UBS Group
5
UBS Group
Switzerland
$119M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$3K
2
LWS
2
Lucia Wealth Services
California
$912K
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$0
4
Bank of America
4
Bank of America
North Carolina
$181M
5
CA
5
Cetera Advisors
Colorado
$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
51
LifePlan Financial Group
Ohio
$2.72M +$151K +4,978 +6%
WS
52
Wedbush Securities
California
$2.71M +$66.1K +2,183 +2%
WI
53
Wintrust Investments
Illinois
$2.61M +$257K +8,481 +11%
VA
54
Valmark Advisers
Ohio
$2.54M +$195K +6,437 +8%
CS
55
Credit Suisse
Switzerland
$2.48M +$1.37M +45,175 +123%
VFA
56
Voya Financial Advisors
Connecticut
$2.46M -$641K -21,206 -21%
UCFA
57
United Capital Financial Advisors
Texas
$2.39M -$749K -24,736 -24%
JFA
58
Johanson Financial Advisors
California
$2.18M +$46.4K +1,535 +2%
NWM
59
Northwest Wealth Management
Iowa
$2.09M – – –
PA
60
PFG Advisors
Arizona
$2.09M +$339K +11,183 +19%
AIP
61
Ahrens Investment Partners
Louisiana
$2.09M -$90.8K -3,000 -4%
IWM
62
IHT Wealth Management
Illinois
$2.08M -$185K -6,116 -8%
AWA
63
Acorn Wealth Advisors
Michigan
$1.93M +$8.29K +274 +0.4%
ASN
64
Advisory Services Network
Georgia
$1.9M +$27.8K +887 +1%
CF
65
Centaurus Financial
California
$1.89M -$2.02M -66,568 -52%
BWM
66
Baystate Wealth Management
Massachusetts
$1.84M -$396K -12,871 -18%
DBRC
67
D.B. Root & Company
Pennsylvania
$1.79M +$636K +21,016 +55%
PD
68
Planning Directions
Pennsylvania
$1.74M -$33.2K -1,096 -2%
KA
69
Kovack Advisors
Florida
$1.68M -$131K -4,315 -7%
APA
70
American Portfolios Advisors
New York
$1.65M +$1.51K +50 +0.1%
FCFS
71
First Command Financial Services
Texas
$1.59M +$1.03M +33,876 +181%
FCB
72
First Command Bank
Texas
$1.59M +$1.03M +33,876 +181%
PSF
73
Pacific Sun Financial
California
$1.53M -$631 -20 -0%
MHS
74
M Holdings Securities
Oregon
$1.38M -$2.39M -78,990 -63%
BAAM
75
Baker Avenue Asset Management
California
$1.38M -$3.94K -130 -0.3%
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3
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