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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 %
NFC
176
Northeast Financial Consultants
Connecticut
$1.21M +$6.7K +186 +0.6%
AIC
177
Archer Investment Corporation
Indiana
$1.21M +$16K +444 +1%
CAS
178
Cascadia Advisory Services
Oregon
$1.15M +$1.15M +31,842 New
CAM
179
Concorde Asset Management
Michigan
$1.11M -$5.97K -166 -0.5%
CFA
180
Cahill Financial Advisors
Minnesota
$1.1M +$61.7K +1,712 +6%
NWM
181
Northwest Wealth Management
Iowa
$1.06M -$239K -6,627 -18%
MC
182
Moors & Cabot
Massachusetts
$1.06M +$179K +4,965 +20%
MHS
183
M Holdings Securities
Oregon
$1.04M +$67.8K +1,882 +7%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$991K +$353K +9,803 +55%
FHA
185
Flagship Harbor Advisors
Massachusetts
$974K +$411K +11,395 +73%
AFM
186
Andesa Financial Management
Pennsylvania
$955K +$587K +16,287 +159%
WAP
187
Wealthcare Advisory Partners
Pennsylvania
$914K +$114K +3,177 +14%
JWCA
188
J.W. Cole Advisors
Florida
$911K +$911K +25,293 New
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$909K +$905K +25,117 +21,841%
SFG
190
StrategIQ Financial Group
Indiana
$893K +$360 +10 +0%
FFG
191
Ford Financial Group
California
$879K +$251K +6,964 +40%
PWM
192
Perigon Wealth Management
California
$868K – – –
TSS
193
Two Sigma Securities
New York
$864K +$457K +12,677 +112%
JAWM
194
J. Arnold Wealth Management
Ohio
$848K +$848K +23,549 New
NWS
195
Newport Wealth Strategies
California
$804K +$25.4K +712 +3%
SPI
196
Santori & Peters Inc
Pennsylvania
$794K +$4.86K +135 +0.6%
VFA
197
Voya Financial Advisors
Connecticut
$774K +$19.1K +531 +3%
JA
198
JOYN Advisors
Georgia
$758K – – –
JWM
199
Jackson Wealth Management
Florida
$750K -$10.5K -288 -1%
FA
200
FMA Advisory
Pennsylvania
$748K +$15.2K +422 +2%
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