FVD icon

First Trust Value Line Dividend Fund

204 hedge funds and large institutions have $1.96B invested in First Trust Value Line Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 18 closing their positions.

Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.67%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
18
Increased
85
Reduced
67
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$403M 12,749,910 +1,457,728 +13%
Bank of America
2
Bank of America
North Carolina
$193M 6,106,579 +115,656 +2%
LPL Financial
3
LPL Financial
California
$188M 5,952,893 +200,151 +3%
UBS Group
4
UBS Group
Switzerland
$134M 4,225,331 +284,302 +7%
Wells Fargo
5
Wells Fargo
California
$123M 3,897,502 +91,595 +2%
Ameriprise
6
Ameriprise
Minnesota
$114M 3,612,220 +87,105 +2%
RJA
7
Raymond James & Associates
Florida
$87.3M 2,759,579 +153,935 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$75.8M 2,396,096 +198,720 +9%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$48.8M 1,542,009 -5,284 -0.3%
CWM
10
Cornerstone Wealth Management
Missouri
$48.4M 1,446,985 -1,532,434 -51%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$46.5M 1,469,998 -36,420 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$36M 1,138,922 +105,477 +10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$31.5M 995,204 +77,034 +8%
AG
14
Advisor Group
Arizona
$30.9M 978,038 +260,722 +36%
MML Investors Services
15
MML Investors Services
Massachusetts
$22.2M 701,905 +19,360 +3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$21M 663,242 +106,641 +19%
Stifel Financial
17
Stifel Financial
Missouri
$19.5M 616,306 -25,274 -4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$14.9M 470,122 +2,201 +0.5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$14.3M 451,132 -23,092 -5%
HFS
20
HL Financial Services
Kentucky
$11.3M 356,777 +5,039 +1%
CAN
21
Cetera Advisor Networks
California
$11.3M 356,618 +50,463 +16%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$11M 362,636 -7,621 -2%
US Bancorp
23
US Bancorp
Minnesota
$10M 316,229 +43,970 +16%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$9.6M 303,634 -6,759 -2%
BTS
25
BB&T Securities
Virginia
$9.4M 297,040 +5,915 +2%