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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

332 hedge funds and large institutions have $5.27B invested in First Trust Value Line Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 29 closing their positions.

Holders
332
Holders Change
–
Holders Change %
0%
% of All Funds
6.72%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
31
Increased
115
Reduced
148
Closed
29
Calls
–
Puts
$579K
Net Calls
-$579K
Net Calls Change
-$579K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$187M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$81.7M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$20.8M
4
AO
4
Advisor OS
Illinois
$9.76M
5
AAS
5
Avantax Advisory Services
Texas
$48.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$262M
2
AWM
2
AE Wealth Management
Kansas
$5.44M
3
SS
3
Simplicity Solutions
Minnesota
$4.7M
4
PFS
4
Prospera Financial Services
Texas
$1.72M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
1W
101
1776 Wealth
Georgia
$3.44M -$396K -12,589 -10%
APWA
102
Atlas Private Wealth Advisors
New Jersey
$3.43M +$548K +17,405 +19%
NFG
103
Next Financial Group
Texas
$3.32M +$1.23M +38,993 +59%
AIC
104
Ameritas Investment Company
Nebraska
$3.29M – – –
HIS
105
Harvest Investment Services
Illinois
$3.24M -$88K -2,799 -3%
GVAG
106
Great Valley Advisor Group
Delaware
$3.23M -$573K -18,209 -15%
CAM
107
Cozad Asset Management
Illinois
$3.22M -$355K -11,298 -10%
JFA
108
Johanson Financial Advisors
California
$3.18M +$178K +5,536 +6%
HIA
109
Harbor Investment Advisory
Maryland
$3.17M +$35.4K +1,126 +1%
CFGS
110
Concourse Financial Group Securities
Alabama
$3.17M +$390K +12,389 +14%
LFG
111
LifePlan Financial Group
Ohio
$3.11M -$1.42K -45 -0%
CA
112
Claro Advisors
Massachusetts
$3.06M -$727K -23,126 -19%
LWS
113
Lucia Wealth Services
California
$3.02M -$242K -7,694 -7%
TW
114
Towerpoint Wealth
California
$2.86M +$304K +9,660 +12%
PA
115
PSI Advisors
Florida
$2.77M +$35.9K +1,142 +1%
WWM
116
Western Wealth Management
Colorado
$2.75M +$343K +10,891 +14%
CAG
117
Curtis Advisory Group
California
$2.74M -$51.2K -1,628 -2%
VA
118
Valmark Advisers
Ohio
$2.65M -$86.9K -2,764 -3%
CBFP
119
Cedar Brook Financial Partners
Ohio
$2.34M -$669K -21,284 -22%
BFA
120
Beacon Financial Advisory
Ohio
$2.33M -$47.6K -1,513 -2%
FFN
121
Focus Financial Network
Minnesota
$2.3M -$616K -19,579 -21%
ACM
122
AlphaStar Capital Management
North Carolina
$2.26M +$59.4K +1,831 +3%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$2.18M -$96.7K -2,920 -4%
MA
124
Mutual Advisors
Nebraska
$2.18M -$131K -4,159 -6%
SCM
125
Smith Capital Management
Arkansas
$2.16M +$41.9K +1,332 +2%
3 4
5
6 7