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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 %
CA
101
Calton & Associates
Florida
$4.21M +$604K +16,770 +17%
TPWA
102
TRUE Private Wealth Advisors
Oregon
$4.2M +$65.7K +1,824 +2%
FWM
103
Fairhaven Wealth Management
Illinois
$3.92M +$3.92M +108,799 New
HR
104
Hayden Royal
North Carolina
$3.84M +$3.49M +94,951 +1,013%
BAM
105
Belpointe Asset Management
Nevada
$3.83M +$1.47M +40,914 +63%
AW
106
ACG Wealth
Georgia
$3.79M +$3.53M +97,920 +1,351%
BFA
107
Brendel Financial Advisors
New Hampshire
$3.79M +$3.79M +105,084 New
LFG
108
LifePlan Financial Group
Ohio
$3.75M -$6.81K -189 -0.2%
OC
109
Oppenheimer & Co
New York
$3.75M +$1.24M +34,349 +49%
BCM
110
Brookstone Capital Management
Illinois
$3.69M +$508K +14,099 +16%
1W
111
1776 Wealth
Georgia
$3.64M +$3.64M +101,143 New
KWM
112
Kingsview Wealth Management
Oregon
$3.64M +$586K +16,250 +19%
AWE
113
Avidian Wealth Enterprises
Texas
$3.6M +$3.6M +100,018 New
LA
114
LexAurum Advisors
Kansas
$3.6M +$359K +9,972 +11%
HIA
115
Harbor Investment Advisory
Maryland
$3.43M +$3.43M +95,187 New
LFG
116
Larson Financial Group
Missouri
$3.42M +$136K +3,772 +4%
CBFP
117
Cedar Brook Financial Partners
Ohio
$3.41M +$1.49M +41,262 +77%
AI
118
Atria Investments
North Carolina
$3.33M +$712K +19,753 +27%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$3.29M +$7.77K +25 +0.2%
Citadel Advisors
120
Citadel Advisors
Florida
$3.24M +$1.76M +48,910 +119%
BRC
121
BHF RG Capital
Arizona
$3.17M +$3.17M +88,101 New
CA
122
Claro Advisors
Massachusetts
$3.03M +$1.21M +33,470 +66%
CAC
123
Certified Advisory Corp
Florida
$2.97M +$1.69M +46,975 +132%
CAG
124
Curtis Advisory Group
California
$2.89M +$2.89M +80,300 New
CFGS
125
Concourse Financial Group Securities
Alabama
$2.74M +$1.16M +32,083 +73%
3 4
5
6 7