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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

332 hedge funds and large institutions have $5.27B invested in First Trust Value Line Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
–
Holders Change %
0%
% of All Funds
6.72%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
31
Increased
115
Reduced
148
Closed
29
Calls
–
Puts
$579K
Net Calls
-$579K
Net Calls Change
-$579K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$20.1M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$16.8M
3
SWAG
Spectrum Wealth Advisory Group
California
+$10.1M
4
AO
Advisor OS
Illinois
+$9.76M
5
AAS
Avantax Advisory Services
Texas
+$8.36M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$25.5M
2
AWM
AE Wealth Management
Kansas
-$22.8M
3
SS
Simplicity Solutions
Minnesota
-$21.8M
4
PFS
Prospera Financial Services
Texas
-$18.1M
5
Morgan Stanley
Morgan Stanley
New York
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
201
Park Avenue Securities
New York
$557K +$180K +5,720 +48%
MMHP
202
Murphy Middleton Hinkle & Parker
Georgia
$553K -$12.7K -404 -2%
IFG
203
Investors Financial Group
Minnesota
$551K -$2.01K -64 -0.4%
CWA
204
Clarus Wealth Advisors
Arizona
$533K -$18.3K -570 -3%
AW
205
ACG Wealth
Georgia
$522K +$219K +6,976 +73%
BWA
206
Beam Wealth Advisors
Louisiana
$517K -$54.5K -1,731 -10%
PWM
207
Perigon Wealth Management
California
$516K -$88.3K -2,808 -15%
SFPG
208
Stonebridge Financial Planning Group
Florida
$503K -$469K -14,295 -48%
IWP
209
IAG Wealth Partners
Wisconsin
$500K – – –
WAG
210
Winthrop Advisory Group
Massachusetts
$500K +$500K +15,829 New
HSA
211
HBK Sorce Advisory
Pennsylvania
$486K +$31.7K +1,009 +7%
BDWM
212
Brewin Dolphin Wealth Management
Ireland
$476K +$11K +350 +2%
AWA
213
Arkadios Wealth Advisors
Georgia
$475K +$2.27K +69 +0.5%
PPA
214
Parametric Portfolio Associates
Washington
$474K +$2.83K +90 +0.6%
CS
215
Capital Square
Tennessee
$466K -$24.7K -787 -5%
SMC
216
Smith, Moore & Co
Missouri
$464K -$28.7K -910 -6%
CG
217
Caprock Group
Idaho
$457K +$124K +3,952 +37%
SFSIG
218
San Francisco Sentry Investment Group
California
$439K -$18.4K -585 -4%
SWM
219
SeaCrest Wealth Management
New York
$439K -$14.1K -447 -3%
SFP
220
Strategic Financial Partners
Oregon
$435K -$16K -508 -4%
WIA
221
Wealthstreet Investment Advisors
Texas
$427K – – –
V
222
Veritable
Delaware
$414K +$11.8K +376 +3%
Bank of New York Mellon
223
Bank of New York Mellon
New York
$405K -$431K -13,721 -52%
PWM
224
PRW Wealth Management
Massachusetts
$400K +$31.4K +1,000 +9%
WCFA
225
Walkner Condon Financial Advisors
Wisconsin
$390K +$22.3K +711 +6%
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