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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 %
AWE
101
Avidian Wealth Enterprises
Texas
$3.29M +$525K +18,974 +19%
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$3.2M -$64.3M -2,321,399 -95%
CA
103
Calton & Associates
Florida
$3.17M -$64.4K -2,328 -2%
GIA
104
Gladstone Institutional Advisory
Florida
$3.07M +$1.46M +52,928 +92%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$2.98M -$7.17M -238,207 -71%
AW
106
ACG Wealth
Georgia
$2.94M +$31.6K +1,141 +1%
LFG
107
LifePlan Financial Group
Ohio
$2.87M -$5.65K -204 -0.2%
CBFP
108
Cedar Brook Financial Partners
Ohio
$2.87M +$246K +8,893 +9%
KA
109
Kovack Advisors
Florida
$2.78M -$1.71M -61,907 -38%
LFG
110
Larson Financial Group
Missouri
$2.71M +$82.8K +2,990 +3%
HIA
111
Harbor Investment Advisory
Maryland
$2.71M +$72.1K +2,604 +3%
SF
112
Synovus Financial
Georgia
$2.68M +$2.18M +78,860 +432%
BCP
113
Blackhawk Capital Partners
Wisconsin
$2.63M +$2.63M +72,933 New
JFA
114
Johanson Financial Advisors
California
$2.53M -$88.9M -3,212,071 -97%
KWM
115
Kingsview Wealth Management
Oregon
$2.53M -$267K -9,630 -10%
CFGS
116
Concourse Financial Group Securities
Alabama
$2.48M +$370K +13,332 +18%
CAG
117
Curtis Advisory Group
California
$2.46M +$240K +8,683 +11%
PA
118
Prism Advisors
California
$2.46M +$1.03M +37,085 +72%
HIS
119
Harvest Investment Services
Illinois
$2.39M -$1.15M -41,477 -32%
HR
120
Hayden Royal
North Carolina
$2.21M -$683K -24,657 -24%
GVAG
121
Great Valley Advisor Group
Delaware
$2.18M -$1.4M -50,516 -39%
LFAS
122
Level Four Advisory Services
Texas
$2.12M +$680K +24,565 +47%
BFA
123
Beacon Financial Advisory
Ohio
$2.08M -$1.35M -48,825 -39%
BCM
124
Breiter Capital Management
Florida
$2.07M +$193K +6,985 +10%
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$2.06M +$69.3K +2,504 +3%
3 4
5
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