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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.

New
Increased
Maintained
Reduced
Closed
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 %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$12.2M -$125K -3,477 -1%
SS
52
Simplicity Solutions
Minnesota
$11.9M +$4.96M +137,728 +72%
CCFM
53
Clear Creek Financial Management
Washington
$11.7M +$10.6M +292,497 +973%
PWS
54
Paragon Wealth Strategies
Florida
$11.6M +$11.6M +321,456 New
HCA
55
Heck Capital Advisors
Wisconsin
$11.1M +$883K +24,504 +9%
PNC
56
Park National Corp
Ohio
$10.9M +$800K +22,216 +8%
SWAG
57
Spectrum Wealth Advisory Group
California
$10.2M +$703K +19,516 +7%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$10.2M -$804K -22,310 -7%
CA
59
Cetera Advisors
Colorado
$9.98M +$2.33M +64,553 +30%
FAIM
60
Financial Advocates Investment Management
Washington
$9.85M +$522K +14,474 +6%
Jane Street
61
Jane Street
New York
$8.67M +$3.14M +87,231 +57%
IWM
62
IHT Wealth Management
Illinois
$8.61M +$1.73M +48,082 +25%
WI
63
Wintrust Investments
Illinois
$8.56M +$1.7M +47,120 +25%
MAP
64
Milestone Advisory Partners
North Carolina
$7.68M -$216K -5,996 -3%
CAAS
65
Capital Asset Advisory Services
Michigan
$7.42M +$1.49M +40,657 +25%
CWM
66
Cornerstone Wealth Management
Missouri
$7.42M +$126K +3,484 +2%
ACA
67
Ascension Capital Advisors
Texas
$7.32M +$7.32M +203,142 New
EH
68
Equitable Holdings
New York
$7.24M +$7.24M +200,888 New
BAAM
69
Baker Avenue Asset Management
California
$7.21M -$11.4K -316 -0.2%
BRWM
70
B. Riley Wealth Management
Tennessee
$7.05M +$5.33M +147,922 +309%
OIA
71
OneDigital Investment Advisors
Kansas
$6.98M +$310K +8,609 +5%
MIAN
72
Mariner Independent Advisor Network
Kansas
$6.85M +$1.29M +35,800 +23%
GWM
73
Geneos Wealth Management
Colorado
$6.83M +$381K +10,584 +6%
LNC
74
Lincoln National Corp
Pennsylvania
$6.82M +$4.94M +137,105 +263%
AC
75
Avestar Capital
New York
$6.65M -$210K -5,816 -3%
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3
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