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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

256 hedge funds and large institutions have $2.7B invested in First Trust Value Line Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
38
Increased
120
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$269M
2
LPL Financial
2
LPL Financial
California
$257M
3
UBS Group
3
UBS Group
Switzerland
$159M
4
Morgan Stanley
4
Morgan Stanley
New York
$513M
5
Wells Fargo
5
Wells Fargo
California
$169M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$22.9M
2
PFS
2
Prospera Financial Services
Texas
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$52.8M
4
ARG
4
Advisory Resource Group
Oklahoma
$9.05M
5
SFS
5
Sowell Financial Services
Arkansas
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Nations Financial Group
Iowa
$500K +$257K +7,926 +106%
VHAM
152
Van Hulzen Asset Management
California
$497K +$4.49K +138 +0.9%
AT
153
Arden Trust
Delaware
$487K -$25.1K -774 -5%
BFG
154
Barber Financial Group
Kansas
$482K +$114K +3,497 +31%
RJT
155
Raymond James Trust
Florida
$479K +$20.9K +642 +5%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$474K +$6.04K +186 +1%
Creative Planning
157
Creative Planning
Kansas
$463K +$10.8K +332 +2%
MFBTD
158
MB Financial Bank - Trust Department
Illinois
$430K – – –
BRWM
159
B. Riley Wealth Management
Tennessee
$408K +$408K +12,557 New
RFN
160
RDA Financial Network
Iowa
$403K +$403K +12,225 New
V
161
Veritable
Delaware
$401K +$132K +4,068 +49%
LWS
162
Lucia Wealth Services
California
$382K +$160K +4,920 +72%
FA
163
FDx Advisors
Illinois
$363K +$363K +11,180 New
WP
164
WealthPLAN Partners
Nebraska
$361K -$9.57K -291 -3%
SCM
165
Smith Capital Management
Arkansas
$359K +$10.1K +311 +3%
FAM
166
Formidable Asset Management
Ohio
$347K +$150K +8,821 +77%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$14.7K +452 +5%
FMBTD
168
First Midwest Bank Trust Division
Illinois
$297K -$6.5K -200 -2%
SWMG
169
Signature Wealth Management Group
Georgia
$289K -$18.9K -581 -6%
FIM
170
Freedom Investment Management
Connecticut
$288K -$384K -11,812 -57%
AWA
171
Arete Wealth Advisors
Illinois
$283K -$43.8K -1,350 -13%
PPA
172
Parametric Portfolio Associates
Washington
$281K +$10.1K +310 +4%
CWM
173
Concentrum Wealth Management
California
$274K -$54.8K -1,690 -17%
M&T Bank
174
M&T Bank
New York
$259K -$181K -5,584 -41%
SMFS
175
Squar Milner Financial Services
California
$252K -$112K -3,451 -31%
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