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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.

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 %
SPIA
51
Steward Partners Investment Advisory
New York
$11M +$861K +27,367 +9%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$10.4M +$1.51M +48,040 +17%
LFAS
53
Level Four Advisory Services
Texas
$9.86M +$862K +27,386 +10%
AO
54
Advisor OS
Illinois
$9.76M +$9.76M +310,115 New
RW
55
RVW Wealth
California
$9.33M +$137K +4,340 +1%
AC
56
Avestar Capital
New York
$9.05M +$1.3M +39,720 +17%
PIA
57
Perennial Investment Advisors
California
$9M +$831K +26,425 +10%
ARG
58
Advisory Resource Group
Oklahoma
$8.94M -$462K -14,675 -5%
BWP
59
Bernardo Wealth Planning
Pennsylvania
$8.59M +$1.93M +61,390 +29%
CWM
60
Cornerstone Wealth Management
Missouri
$8.51M -$680K -21,623 -7%
HCA
61
Heck Capital Advisors
Wisconsin
$8.51M -$5.42M -172,212 -39%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$8M +$2.1M +4,157 +36%
1SB
63
1ST Source Bank
Indiana
$7.86M +$1.34M +42,659 +21%
GSWM
64
Golden State Wealth Management
California
$7.49M +$7.49M +238,066 New
FHC
65
First Heartland Consultants
Missouri
$7.46M -$2.33M -74,007 -24%
WI
66
Wintrust Investments
Illinois
$7.32M -$44.5K -1,413 -0.6%
BRWM
67
B. Riley Wealth Management
Tennessee
$7.31M +$2.3M +73,099 +46%
CAAS
68
Capital Asset Advisory Services
Michigan
$7.12M +$19.5K +621 +0.3%
IWM
69
IHT Wealth Management
Illinois
$6.98M -$327K -10,399 -4%
FWM
70
Fairhaven Wealth Management
Illinois
$6.91M +$419K +13,309 +6%
MWM
71
MBE Wealth Management
Wisconsin
$6.89M +$6.49K +214 +0.1%
BRC
72
BHF RG Capital
Arizona
$6.69M +$2.21M +70,042 +49%
FFS
73
Founders Financial Securities
Maryland
$6.6M +$4.03M +128,113 +157%
AWE
74
Avidian Wealth Enterprises
Texas
$6.59M +$540K +17,180 +9%
HI
75
Horizon Investments
North Carolina
$6.38M +$3.4M +108,105 +114%
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3
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