FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

256 hedge funds and large institutions have $2.7B invested in First Trust Value Line Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
38
Increased
120
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$269M
2
LPL Financial
LPL Financial
California
$257M
3
UBS Group
UBS Group
Switzerland
$159M
4
Morgan Stanley
Morgan Stanley
New York
$513M
5
Wells Fargo
Wells Fargo
California
$169M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$22.9M
2
PFS
Prospera Financial Services
Texas
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52.8M
4
ARG
Advisory Resource Group
Oklahoma
$9.05M
5
SFS
Sowell Financial Services
Arkansas
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
76
First Heartland Consultants
Missouri
$2.97M +$2.97M +91,427 New
ASN
77
Advisory Services Network
Georgia
$2.92M +$885K +27,255 +44%
AIC
78
Ameritas Investment Company
Nebraska
$2.79M -$672K -20,691 -19%
KWM
79
Kingsview Wealth Management
Oregon
$2.77M +$1.77M +54,396 +176%
JFA
80
Johanson Financial Advisors
California
$2.72M +$344K +10,584 +14%
HIS
81
Harvest Investment Services
Illinois
$2.6M +$321K +9,815 +14%
TFS
82
TrustCore Financial Services
Tennessee
$2.5M +$2.5M +77,067 New
LA
83
LexAurum Advisors
Kansas
$2.39M +$3.38K +104 +0.1%
Jane Street
84
Jane Street
New York
$2.39M +$2.39M +73,609 New
FFS
85
Founders Financial Securities
Maryland
$2.37M +$163K +4,951 +7%
KA
86
Kovack Advisors
Florida
$2.29M +$571K +17,580 +33%
APA
87
American Portfolios Advisors
New York
$2.08M +$137K +4,234 +7%
DI
88
DFPG Investments
Utah
$2.07M -$11.4K -350 -0.5%
XS
89
XR Securities
Illinois
$2.04M +$2.04M +62,803 New
CFGS
90
Concourse Financial Group Securities
Alabama
$1.9M +$78.2K +2,408 +4%
UCFA
91
United Capital Financial Advisors
Texas
$1.9M -$190K -5,862 -9%
BWM
92
Baystate Wealth Management
Massachusetts
$1.86M -$18K -545 -1%
TA
93
TFG Advisers
Michigan
$1.83M +$28K +862 +2%
AWA
94
Acorn Wealth Advisors
Michigan
$1.83M -$497K -15,076 -21%
PD
95
Planning Directions
Pennsylvania
$1.83M +$14.6K +448 +0.8%
GLA
96
Good Life Advisors
Pennsylvania
$1.73M +$296K +9,153 +21%
AIP
97
Ahrens Investment Partners
Louisiana
$1.7M -$32.5K -1,000 -2%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$1.61M +$1.61M +49,630 New
SS
99
Simplicity Solutions
Minnesota
$1.6M +$312K +9,620 +24%
VA
100
Valmark Advisers
Ohio
$1.55M -$66.2K -2,038 -4%
2 3
4
5 6