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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 %
BRWA
151
B. Riley Wealth Advisors
Florida
$1.4M -$168K -6,082 -11%
Goldman Sachs
152
Goldman Sachs
New York
$1.39M -$8.3M -299,863 -86%
AIP
153
Ahrens Investment Partners
Louisiana
$1.34M -$556K -20,069 -29%
NWP
154
Northstar Wealth Partners
Connecticut
$1.32M +$140K +5,045 +12%
GRP
155
Global Retirement Partners
California
$1.3M +$210K +7,589 +19%
BPA
156
Beacon Pointe Advisors
California
$1.26M +$1.26M +45,621 New
RJT
157
Raymond James Trust
Florida
$1.26M +$699K +25,276 +125%
PAG
158
Private Advisory Group
Washington
$1.24M -$111K -4,011 -8%
CFD
159
Creative Financial Designs
Indiana
$1.24M +$63.2K +2,282 +5%
DI
160
DFPG Investments
Utah
$1.23M -$22.3K -774 -2%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$1.22M +$523K +18,885 +75%
APWM
162
Atlas Private Wealth Management
New York
$1.22M +$61.3K +2,212 +5%
DBRC
163
D.B. Root & Company
Pennsylvania
$1.22M -$30.4K -1,099 -2%
TRCT
164
Tower Research Capital (TRC)
New York
$1.2M +$872K +31,496 +262%
SHWM
165
Silicon Hills Wealth Management
Texas
$1.17M +$1.17M +42,223 +86,169%
HI
166
Horizon Investments
North Carolina
$1.16M +$1.16M +42,021 New
CF
167
Centaurus Financial
California
$1.16M -$430K -15,531 -27%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$1.15M -$41.6K -1,504 -4%
SC
169
Savant Capital
Illinois
$1.09M – – –
CS
170
Comerica Securities
Michigan
$1.09M +$53K +1,913 +5%
SAM
171
Strategy Asset Managers
California
$1.08M +$24.3K +877 +2%
TC
172
TownSquare Capital
Utah
$1.08M +$1.08M +37,263 New
IAIM
173
International Assets Investment Management
Florida
$1.08M +$1.08M +38,914 New
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$1.04M +$1.04M +37,587 New
SI
175
Stephens Inc
Arkansas
$1.04M +$78K +2,819 +8%
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