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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

259 hedge funds and large institutions have $3.3B invested in First Trust Value Line Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 135 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+3
Holders Change %
+1.17%
% of All Funds
5.63%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
31
Increased
135
Reduced
56
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$616M
2
Bank of America
Bank of America
North Carolina
$332M
3
UBS Group
UBS Group
Switzerland
$213M
4
LPL Financial
LPL Financial
California
$308M
5
Wells Fargo
Wells Fargo
California
$206M

Top Sellers

1
IFAM
Institutional & Family Asset Management
Colorado
$1K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
SPC
Sigma Planning Corp
Michigan
$11.2M
4
Jane Street
Jane Street
New York
$0
5
AIC
Ameritas Investment Company
Nebraska
$583K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
126
Stephens Inc
Arkansas
$1.02M +$286K +8,475 +39%
CCFM
127
Clear Creek Financial Management
Washington
$1.02M +$1.02M +30,322 New
NWP
128
Northstar Wealth Partners
Connecticut
$1.01M +$241K +7,140 +31%
OC
129
Oppenheimer & Co
New York
$985K +$236K +7,007 +32%
CAM
130
Concorde Asset Management
Michigan
$963K +$21.5K +637 +2%
NFG
131
Next Financial Group
Texas
$926K +$910K +26,981 +5,680%
MA
132
Mutual Advisors
Nebraska
$870K +$44.5K +1,320 +5%
OMC
133
Old Mission Capital
Illinois
$859K +$859K +25,462 New
SFG
134
StrategIQ Financial Group
Indiana
$823K -$38.2K -1,133 -4%
PWM
135
Perigon Wealth Management
California
$817K – – –
JWM
136
Jackson Wealth Management
Florida
$783K -$120K -3,513 -13%
SWM
137
Shakespeare Wealth Management
Wisconsin
$777K -$30.1K -892 -4%
GIA
138
Gladstone Institutional Advisory
Florida
$774K -$145K -4,299 -16%
CFA
139
Cahill Financial Advisors
Minnesota
$770K +$210K +6,217 +37%
BRWA
140
B. Riley Wealth Advisors
Florida
$760K +$103K +3,046 +16%
LFAS
141
Level Four Advisory Services
Texas
$756K -$468K -13,863 -38%
NWS
142
Newport Wealth Strategies
California
$742K +$170 +5 +0%
GT
143
Greenleaf Trust
Michigan
$725K -$293K -8,698 -29%
MC
144
Moors & Cabot
Massachusetts
$715K -$17.9K -533 -2%
SPI
145
Santori & Peters Inc
Pennsylvania
$710K +$3.17K +94 +0.4%
JA
146
JOYN Advisors
Georgia
$703K +$703K +21,371 New
Bank of New York Mellon
147
Bank of New York Mellon
New York
$697K +$9.65K +286 +1%
VFA
148
Voya Financial Advisors
Connecticut
$688K +$13.3K +398 +2%
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$666K +$174K +5,156 +35%
CWA
150
Clarus Wealth Advisors
Arizona
$664K +$516K +15,286 +348%
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