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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$954M 26,490,606 +4,134,087 +18%
Bank of America
2
Bank of America
North Carolina
$507M 14,065,695 +1,949,494 +16%
LPL Financial
3
LPL Financial
California
$474M 13,162,880 +2,549,498 +24%
Wells Fargo
4
Wells Fargo
California
$332M 9,216,807 +2,047,151 +29%
Ameriprise
5
Ameriprise
Minnesota
$317M 8,796,325 +2,083,243 +31%
UBS Group
6
UBS Group
Switzerland
$291M 8,063,005 +413,640 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$255M 7,073,564 +1,472,934 +26%
RJA
8
Raymond James & Associates
Florida
$174M 4,840,481 +823,484 +20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$129M 3,578,701 +572,844 +19%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$106M 2,931,222 +37,949 +1%
Truist Financial
11
Truist Financial
North Carolina
$91.7M 2,546,471 +2,536,851 +26,371%
JFA
12
Johanson Financial Advisors
California
$91.7M 3,303,575 +3,214,363 +3,603%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$87.8M 2,437,711 +207,529 +9%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$87.8M 2,437,009 +1,881,238 +338%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$85.6M 2,376,028 +494,077 +26%
AG
16
Advisor Group
Arizona
$79.6M 2,207,812 +432,989 +24%
Stifel Financial
17
Stifel Financial
Missouri
$70.4M 1,954,809 +502,985 +35%
NEPWA
18
New England Private Wealth Advisors
Massachusetts
$64.9M 1,800,515 +50,958 +3%
TIM
19
Total Investment Management
Arizona
$55.1M 1,529,208 -17,032 -1%
GSWM
20
Golden State Wealth Management
California
$55.1M 1,529,208 +1,331,403 +673%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$47.3M 1,312,360 +63,143 +5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$46.2M 1,282,603 +27,310 +2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$44.5M 1,256,738 +191,543 +18%
AAS
24
Avantax Advisory Services
Texas
$42.9M 1,189,779 +1,029,740 +643%
FAAS
25
First Allied Advisory Services
California
$30.3M 841,097 +300,610 +56%
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