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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

343 hedge funds and large institutions have $4.64B invested in First Trust Value Line Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-5
Holders Change %
-1.44%
% of All Funds
7.58%
Holding in Top 10
35
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.63%
% of All Funds
0.77%
New
43
Increased
170
Reduced
97
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$208M
2
LPL Financial
LPL Financial
California
+$45.7M
3
UBS Group
UBS Group
Switzerland
+$40.6M
4
TC
Trilogy Capital
California
+$34.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$30.4M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$88.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$64.3M
3
GSWM
Golden State Wealth Management
California
-$36M
4
IAA
Independent Advisor Alliance
North Carolina
-$26.3M
5
Truist Financial
Truist Financial
North Carolina
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
76
HBW Advisory Services
California
$5.02M +$601K +20,537 +14%
EIA
77
Eldridge Investment Advisors
New Hampshire
$5.01M -$94.8K -3,426 -2%
SCA
78
Snowden Capital Advisors
New York
$4.86M +$536K +19,379 +12%
MAP
79
Milestone Advisory Partners
North Carolina
$4.86M -$1.05M -37,871 -18%
BRWM
80
B. Riley Wealth Management
Tennessee
$4.83M -$593K -21,420 -11%
AIC
81
Ameritas Investment Company
Nebraska
$4.75M +$3.18M +117,242 +203%
DAS
82
Dynamic Advisor Solutions
Arizona
$4.49M +$2.58M +93,306 +136%
FFS
83
Founders Financial Securities
Maryland
$4.3M +$4.3M +155,386 New
1SB
84
1ST Source Bank
Indiana
$4.26M +$2.86M +103,261 +204%
RW
85
RVW Wealth
California
$4.25M -$6.26M -226,303 -60%
BRC
86
BHF RG Capital
Arizona
$4.22M +$1.78M +64,363 +73%
PA
87
PFG Advisors
Arizona
$4.15M -$533K -18,375 -11%
GCA
88
Genesee Capital Advisors
New York
$4.01M -$203K -7,345 -5%
WS
89
Wedbush Securities
California
$3.97M +$104K +3,760 +3%
PBF
90
Petix & Botte Financial
California
$3.94M +$362K +13,072 +10%
OC
91
Oppenheimer & Co
New York
$3.81M +$932K +33,658 +32%
GWM
92
Geneos Wealth Management
Colorado
$3.75M -$1.44M -52,629 -28%
FAM
93
Formidable Asset Management
Ohio
$3.52M -$682K -24,618 -16%
MAFM
94
Mid Atlantic Financial Management
Pennsylvania
$3.51M -$313K -11,315 -8%
PFA
95
Plotkin Financial Advisors
Maryland
$3.5M +$93.9K +3,393 +3%
CAC
96
Certified Advisory Corp
Florida
$3.47M +$1.18M +42,705 +52%
CA
97
Claro Advisors
Massachusetts
$3.34M +$1.02M +36,730 +44%
BCM
98
Brookstone Capital Management
Illinois
$3.34M +$503K +18,171 +18%
FCFS
99
First Command Financial Services
Texas
$3.31M +$2.28M +82,301 +220%
FCB
100
First Command Bank
Texas
$3.31M +$2.28M +82,301 +220%
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4
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