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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

259 hedge funds and large institutions have $3.3B invested in First Trust Value Line Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 135 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+3
Holders Change %
+1.17%
% of All Funds
5.63%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
31
Increased
135
Reduced
56
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$616M
2
Bank of America
2
Bank of America
North Carolina
$332M
3
UBS Group
3
UBS Group
Switzerland
$213M
4
LPL Financial
4
LPL Financial
California
$308M
5
Wells Fargo
5
Wells Fargo
California
$206M

Top Sellers

1
IFAM
1
Institutional & Family Asset Management
Colorado
$1K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
SPC
3
Sigma Planning Corp
Michigan
$11.2M
4
Jane Street
4
Jane Street
New York
$0
5
AIC
5
Ameritas Investment Company
Nebraska
$583K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$3.57M +$536K +15,894 +18%
LFG
77
LifePlan Financial Group
Ohio
$3.57M +$68.1K +2,019 +2%
WS
78
Wedbush Securities
California
$3.43M +$183K +5,437 +6%
CAAS
79
Capital Asset Advisory Services
Michigan
$3.25M -$573K -16,994 -15%
GVAG
80
Great Valley Advisor Group
Delaware
$3.06M +$3.06M +90,612 New
JFA
81
Johanson Financial Advisors
California
$2.88M +$52.9K +1,568 +2%
HIS
82
Harvest Investment Services
Illinois
$2.76M +$67.1K +1,981 +2%
FFS
83
Founders Financial Securities
Maryland
$2.62M +$192K +5,683 +8%
APA
84
American Portfolios Advisors
New York
$2.58M +$419K +12,405 +19%
KA
85
Kovack Advisors
Florida
$2.51M +$124K +3,678 +5%
PAG
86
Private Advisory Group
Washington
$2.48M +$2.48M +73,454 New
KWM
87
Kingsview Wealth Management
Oregon
$2.43M -$453K -13,416 -16%
LA
88
LexAurum Advisors
Kansas
$2.27M -$219K -6,488 -9%
CFGS
89
Concourse Financial Group Securities
Alabama
$2.18M +$201K +5,962 +10%
BWM
90
Baystate Wealth Management
Massachusetts
$2.09M +$179K +5,295 +9%
FFN
91
Focus Financial Network
Minnesota
$2.08M +$1.11M +32,957 +115%
TA
92
TFG Advisers
Michigan
$2.04M +$140K +4,141 +7%
UCFA
93
United Capital Financial Advisors
Texas
$1.93M -$45.9K -1,362 -2%
WWM
94
Western Wealth Management
Colorado
$1.86M +$1.25M +37,024 +205%
PD
95
Planning Directions
Pennsylvania
$1.85M -$48K -1,422 -3%
VA
96
Valmark Advisers
Ohio
$1.84M +$233K +6,912 +14%
DI
97
DFPG Investments
Utah
$1.82M -$337K -9,881 -16%
GLA
98
Good Life Advisors
Pennsylvania
$1.81M +$8.91K +264 +0.5%
BCM
99
Breiter Capital Management
Florida
$1.78M +$1.78M +52,862 New
AIP
100
Ahrens Investment Partners
Louisiana
$1.75M -$10.1K -300 -0.6%
2 3
4
5 6