FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

348 hedge funds and large institutions have $5.56B invested in First Trust Value Line Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 175 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+61
Holders Change %
+21.25%
% of All Funds
6.87%
Holding in Top 10
41
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+86.36%
% of All Funds
0.81%
New
84
Increased
175
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$954M
2
LPL Financial
2
LPL Financial
California
$474M
3
Truist Financial
3
Truist Financial
North Carolina
$91.7M
4
JFA
4
Johanson Financial Advisors
California
$91.7M
5
Ameriprise
5
Ameriprise
Minnesota
$317M

Top Sellers

1
CF
1
Centaurus Financial
California
$2.07M
2
IA
2
IFP Advisors
Florida
$4.54M
3
FFS
3
Founders Financial Securities
Maryland
$0
4
PAG
4
Private Advisor Group
New Jersey
$20.9M
5
MFG
5
Merit Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
Wealth Advisors
California
$1.91M +$1.91M +51,970 New
PA
152
Prism Advisors
California
$1.87M +$236K +6,557 +14%
LFAS
153
Level Four Advisory Services
Texas
$1.87M +$867K +24,115 +87%
AWA
154
Acorn Wealth Advisors
Michigan
$1.86M -$59.3K -1,658 -3%
1SB
155
1ST Source Bank
Indiana
$1.82M +$1.59M +44,019 +671%
RA
156
RFG Advisory
Alabama
$1.81M +$325K +9,016 +22%
PSF
157
Pacific Sun Financial
California
$1.8M -$25.2K -700 -1%
PAG
158
Private Advisory Group
Washington
$1.76M -$946K -26,247 -35%
VLC
159
Van Leeuwen & Company
New Jersey
$1.71M -$21.2K -589 -1%
DBRC
160
D.B. Root & Company
Pennsylvania
$1.62M +$27.3K +759 +2%
DI
161
DFPG Investments
Utah
$1.57M -$102K -2,819 -6%
NL
162
NWAM LLC
Washington
$1.56M +$165K +4,581 +12%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$1.55M -$87.9K -2,438 -5%
NWP
164
Northstar Wealth Partners
Connecticut
$1.54M +$281K +7,790 +22%
CFD
165
Creative Financial Designs
Indiana
$1.53M +$796K +22,126 +109%
APWM
166
Atlas Private Wealth Management
New York
$1.51M +$1.51M +41,846 New
SCM
167
Smith Capital Management
Arkansas
$1.49M +$765K +21,227 +106%
GRP
168
Global Retirement Partners
California
$1.42M +$321K +8,919 +29%
SC
169
Savant Capital
Illinois
$1.42M -$15.9K -442 -1%
SAM
170
Strategy Asset Managers
California
$1.37M +$1.37M +38,091 New
FCFS
171
First Command Financial Services
Texas
$1.35M +$103K +2,865 +8%
FCB
172
First Command Bank
Texas
$1.35M +$103K +2,865 +8%
CS
173
Comerica Securities
Michigan
$1.34M +$117K +3,259 +10%
Lido Advisors
174
Lido Advisors
California
$1.31M – – –
SI
175
Stephens Inc
Arkansas
$1.25M +$52K +1,442 +4%
5 6
7
8 9