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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 %
VA
126
Valmark Advisers
Ohio
$2M +$147K +5,319 +8%
PA
127
PSI Advisors
Florida
$1.98M +$1.52M +54,996 +334%
LWS
128
Lucia Wealth Services
California
$1.98M +$1.67M +60,209 +536%
WWM
129
Western Wealth Management
Colorado
$1.96M +$136K +4,904 +7%
EP
130
Eudaimonia Partners
Tennessee
$1.96M +$49K +1,770 +3%
TW
131
Towerpoint Wealth
California
$1.9M +$164K +5,912 +9%
KFGK
132
Keystone Financial Group (Kentucky)
Kentucky
$1.9M +$216K +7,787 +13%
NFG
133
Next Financial Group
Texas
$1.86M +$350K +12,656 +23%
DL
134
DOHJ LLC
Washington
$1.85M +$18.1K +653 +1%
MA
135
Mutual Advisors
Nebraska
$1.83M +$88.3K +3,191 +5%
TA
136
TFG Advisers
Michigan
$1.74M -$22.1K -797 -1%
ACM
137
AlphaStar Capital Management
North Carolina
$1.73M +$1.73M +60,891 New
SG
138
StoneX Group
New York
$1.68M -$52.9K -1,910 -3%
UCFA
139
United Capital Financial Advisors
Texas
$1.62M +$127K +4,574 +8%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$1.61M +$150K +1,093 +10%
JIP
141
Jaffetilchin Investment Partners
Florida
$1.58M -$11.1M -401,142 -88%
AI
142
Atria Investments
North Carolina
$1.55M -$1.01M -36,422 -39%
SCM
143
Smith Capital Management
Arkansas
$1.51M +$364K +13,160 +32%
PWM
144
Perigon Wealth Management
California
$1.49M +$763K +25,284 +104%
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$1.47M +$1.23M +44,568 +520%
GLA
146
Good Life Advisors
Pennsylvania
$1.45M -$261K -9,407 -15%
BWM
147
Baystate Wealth Management
Massachusetts
$1.45M -$279K -10,100 -16%
RA
148
RFG Advisory
Alabama
$1.45M +$59.8K +2,161 +4%
WP
149
WealthPLAN Partners
Nebraska
$1.43M +$1.1M +39,168 +333%
PSF
150
Pacific Sun Financial
California
$1.41M +$25K +905 +2%
4 5
6
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