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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.

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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$262M
2
AWM
AE Wealth Management
Kansas
$5.44M
3
SS
Simplicity Solutions
Minnesota
$4.7M
4
PFS
Prospera Financial Services
Texas
$1.72M
5
Morgan Stanley
Morgan Stanley
New York
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
126
Keystone Financial Group (Kentucky)
Kentucky
$2.14M -$20.6K -656 -1%
KA
127
Kovack Advisors
Florida
$2.01M -$675K -21,462 -25%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$1.92M +$228K +7,254 +13%
TA
129
TFG Advisers
Michigan
$1.87M -$110K -3,503 -6%
BCM
130
Breiter Capital Management
Florida
$1.82M -$77.4K -2,462 -4%
BRWA
131
B. Riley Wealth Advisors
Florida
$1.79M +$279K +8,883 +19%
CFD
132
Creative Financial Designs
Indiana
$1.78M +$66.6K +2,117 +4%
SFWC
133
Strategic Family Wealth Counselors
New Jersey
$1.78M -$6.8K -216 -0.4%
BCP
134
Blackhawk Capital Partners
Wisconsin
$1.77M -$346K -11,402 -16%
RJT
135
Raymond James Trust
Florida
$1.75M +$5.35K +170 +0.3%
PFS
136
Prospera Financial Services
Texas
$1.72M -$18.1M -575,604 -91%
NL
137
NWAM LLC
Washington
$1.72M – – –
PSF
138
Pacific Sun Financial
California
$1.66M -$24.9K -790 -1%
CPIG
139
Chicago Partners Investment Group
Illinois
$1.65M +$401K +12,237 +32%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$1.65M +$1.13M +35,905 +219%
HAS
141
HBW Advisory Services
California
$1.64M -$4.36M -138,532 -73%
BA
142
Ballew Advisors
Mississippi
$1.62M +$191K +5,929 +13%
PD
143
Planning Directions
Pennsylvania
$1.58M -$64.6K -2,053 -4%
Goldman Sachs
144
Goldman Sachs
New York
$1.57M – – –
DBRC
145
D.B. Root & Company
Pennsylvania
$1.54M +$154K +4,907 +11%
EP
146
Eudaimonia Partners
Tennessee
$1.53M -$83.8K -2,663 -5%
IAIM
147
International Assets Investment Management
Florida
$1.51M +$242K +7,707 +19%
HF
148
HRT Financial
New York
$1.48M +$173K +5,504 +13%
LA
149
LexAurum Advisors
Kansas
$1.46M +$473K +15,028 +48%
AI
150
Atria Investments
North Carolina
$1.45M -$232K -7,379 -14%
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