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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

202 hedge funds and large institutions have $1.83B invested in First Trust Value Line Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 84 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+41
Holders Change %
+25.47%
% of All Funds
4.59%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
54
Increased
84
Reduced
33
Closed
13
Calls
$31K
Puts
–
Net Calls
+$31K
Net Calls Change
+$31K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$361M
2
Bank of America
Bank of America
North Carolina
$199M
3
SFWA
Summit Financial Wealth Advisors
Louisiana
$11.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17M
5
LPL Financial
LPL Financial
California
$165M

Top Sellers

1
Citigroup
Citigroup
New York
$5.23M
2
SI
SII Investments
Wisconsin
$9.78M
3
UBS Group
UBS Group
Switzerland
$134M
4
VWA
V Wealth Advisors
Kansas
$310K
5
Jane Street
Jane Street
New York
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
151
Clarus Wealth Advisors
Arizona
$259K +$259K +8,397 New
BA
152
BKS Advisors
Michigan
$256K – – –
IWC
153
Integrated Wealth Concepts
Massachusetts
$250K +$250K +8,045 New
PMG
154
ProVise Management Group
Florida
$249K – – –
BMC
155
Beaton Management Company
Massachusetts
$247K – – –
CFD
156
Creative Financial Designs
Indiana
$246K -$216K -6,982 -47%
RA
157
RFG Advisory
Alabama
$233K +$233K +7,503 New
WSTAM
158
Wilbanks Smith & Thomas Asset Management
Virginia
$216K +$1.42K +46 +0.7%
CIBC World Market
159
CIBC World Market
Ontario, Canada
$212K -$22.4K -725 -10%
SWM
160
SeaCrest Wealth Management
New York
$173K +$173K +5,618 New
RFC
161
Regions Financial Corp
Alabama
$145K +$145K +4,692 New
PFBT
162
Parkside Financial Bank & Trust
Missouri
$135K – – –
WEC
163
Winslow Evans & Crocker
Massachusetts
$116K – – –
RFM
164
Royal Fund Management
Florida
$89K +$184 +6 +0.2%
CCM
165
Covington Capital Management
California
$85K – – –
FGC
166
Financial Gravity Companies
Texas
$85K +$85K +2,712 New
CCM
167
Cribstone Capital Management
Maine
$82K -$16.1K -524 -16%
HFP
168
Holistic Financial Partners
Indiana
$82K +$82K +2,662 New
NC
169
NewSquare Capital
Pennsylvania
$71K – – –
VNA
170
Valley National Advisers
Pennsylvania
$67K – – –
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$63K +$398 +13 +0.6%
WT
172
Whittier Trust
California
$62K – – –
GRP
173
Global Retirement Partners
California
$60K -$20.7K -674 -26%
MOS
174
MGO One Seven
Ohio
$60K +$60K +1,939 New
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$52K +$27.2K +886 +109%
5 6
7
8 9