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First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

202 hedge funds and large institutions have $1.83B invested in First Trust Value Line Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 84 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
202
Holders Change
+41
Holders Change %
+25.47%
% of All Funds
4.59%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
54
Increased
84
Reduced
33
Closed
13
Calls
$31K
Puts
–
Net Calls
+$31K
Net Calls Change
+$31K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$361M
2
Bank of America
2
Bank of America
North Carolina
$199M
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$11.2M
4
MAP
4
Milestone Advisory Partners
North Carolina
$8.77M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17M

Top Sellers

1
Citigroup
1
Citigroup
New York
$5.23M
2
SI
2
SII Investments
Wisconsin
$9.78M
3
UBS Group
3
UBS Group
Switzerland
$134M
4
VWA
4
V Wealth Advisors
Kansas
$310K
5
Jane Street
5
Jane Street
New York
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$361M 11,709,031 +798,442 +7%
Bank of America
2
Bank of America
North Carolina
$199M 6,460,391 +473,380 +8%
LPL Financial
3
LPL Financial
California
$165M 5,331,654 +255,613 +5%
UBS Group
4
UBS Group
Switzerland
$134M 4,331,843 -337,317 -7%
Wells Fargo
5
Wells Fargo
California
$111M 3,595,640 -45,464 -1%
Ameriprise
6
Ameriprise
Minnesota
$86.9M 2,813,676 +35,655 +1%
RJA
7
Raymond James & Associates
Florida
$86M 2,787,842 +150,856 +6%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$54.2M 1,755,210 -62,056 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$49.4M 1,601,271 +84,641 +6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$46.1M 1,493,771 +226,353 +18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$31.3M 1,013,461 +70,262 +7%
MML Investors Services
12
MML Investors Services
Massachusetts
$28.3M 918,274 +54,411 +6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$24.4M 789,365 +97,007 +14%
AG
14
Advisor Group
Arizona
$23.3M 753,897 +50,549 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$17M 551,500 +284,063 +106%
RCAG
16
Rehmann Capital Advisory Group
Michigan
$15.8M 510,978 -8,395 -2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$14.9M 484,101 +21,746 +5%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$13.7M 443,523 +31,856 +8%
Stifel Financial
19
Stifel Financial
Missouri
$13.4M 434,673 +61,778 +17%
KA
20
Kovack Advisors
Florida
$12.8M 413,661 +1,608 +0.4%
FAAS
21
First Allied Advisory Services
California
$12.3M 398,687 +58,153 +17%
ACM
22
Aviance Capital Management
Florida
$12.2M 394,298 -34,801 -8%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$11.4M 365,752 +2,761 +0.8%
CAN
24
Cetera Advisor Networks
California
$11.3M 365,280 +19,926 +6%
SFWA
25
Summit Financial Wealth Advisors
Louisiana
$11.2M 560,954 +560,954 New
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