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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 %
EIA
76
Eldridge Investment Advisors
New Hampshire
$6.64M +$129K +3,594 +2%
SFS
77
Sowell Financial Services
Arkansas
$6.55M +$1.17M +32,436 +22%
FSA
78
Financial Services Advisory
Maryland
$6.53M +$6.53M +181,129 New
AF
79
Apexium Financial
Texas
$6.2M +$6.2M +171,971 New
FFN
80
Focus Financial Network
Minnesota
$6.19M +$3.44M +95,605 +125%
PWM
81
PRW Wealth Management
Massachusetts
$6.09M -$41.5K -1,152 -0.7%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$5.97M – – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$5.94M +$849K +23,568 +17%
KA
84
Kovack Advisors
Florida
$5.85M +$3.02M +83,685 +106%
PA
85
PFG Advisors
Arizona
$5.78M +$469K +13,108 +9%
APA
86
American Portfolios Advisors
New York
$5.71M +$2.84M +78,694 +99%
SCA
87
Snowden Capital Advisors
New York
$5.62M +$1.21M +33,716 +28%
GCA
88
Genesee Capital Advisors
New York
$5.49M +$93.2K +2,587 +2%
FAM
89
Formidable Asset Management
Ohio
$5.49M +$806K +22,313 +17%
HAS
90
HBW Advisory Services
California
$5.41M +$4.15M +115,952 +331%
ASN
91
Advisory Services Network
Georgia
$5.4M +$1.59M +44,229 +42%
WS
92
Wedbush Securities
California
$5.03M +$1.25M +34,761 +33%
MAFM
93
Mid Atlantic Financial Management
Pennsylvania
$4.97M +$195K +5,399 +4%
PIA
94
Perennial Investment Advisors
California
$4.95M +$4.95M +137,311 New
PBF
95
Petix & Botte Financial
California
$4.66M +$4.66M +129,325 New
GVAG
96
Great Valley Advisor Group
Delaware
$4.66M -$243K -6,733 -5%
HIS
97
Harvest Investment Services
Illinois
$4.61M +$1.35M +37,543 +42%
IA
98
IFP Advisors
Florida
$4.54M -$3.98M -110,582 -47%
BFA
99
Beacon Financial Advisory
Ohio
$4.47M +$4.47M +124,141 New
PFA
100
Plotkin Financial Advisors
Maryland
$4.43M +$4.43M +122,957 New
2 3
4
5 6