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First Trust Value Line Dividend Fund

332 hedge funds and large institutions have $5.1B invested in First Trust Value Line Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-11
Holders Change %
-3.21%
% of All Funds
6.82%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.53%
New
30
Increased
144
Reduced
119
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
226
Cascadia Advisory Services
Oregon
$432K +$432K +14,249 New
WIA
227
Wealthstreet Investment Advisors
Texas
$411K -$21.2K -700 -5%
AIC
228
Archer Investment Corporation
Indiana
$410K -$32.3K -1,066 -7%
V
229
Veritable
Delaware
$388K +$2.85K +94 +0.7%
CS
230
Credit Suisse
Switzerland
$375K -$21.2K -698 -5%
TSS
231
Two Sigma Securities
New York
$364K -$361K -11,910 -50%
PAS
232
Park Avenue Securities
New York
$363K +$136K +4,480 +60%
PWM
233
PRW Wealth Management
Massachusetts
$355K -$87.4K -2,885 -20%
WCFA
234
Walkner Condon Financial Advisors
Wisconsin
$355K +$7.13K +235 +2%
HNB
235
Huntington National Bank
Ohio
$344K -$85K
MCCP
236
Mission Creek Capital Partners
California
$343K +$1.55K +51 +0.5%
WEC
237
Winslow Evans & Crocker
Massachusetts
$340K -$165K -5,430 -33%
CG
238
Caprock Group
Idaho
$321K +$75.9K +2,503 +31%
HFP
239
Holistic Financial Partners
Indiana
$318K +$87.2K +2,881 +38%
PWA
240
Peterson Wealth Advisors
Utah
$316K +$2.3K +76 +0.7%
M&T Bank
241
M&T Bank
New York
$313K +$77.3K +2,553 +33%
FAM
242
Formidable Asset Management
Ohio
$311K -$3.66M -117,296 -92%
GT
243
Greenleaf Trust
Michigan
$311K -$1.94K -64 -0.6%
IWS
244
Insight Wealth Strategies
California
$307K -$3.57K -118 -1%
RIA
245
Regal Investment Advisors
Michigan
$298K +$298K +9,843 New
AW
246
ACG Wealth
Georgia
$292K -$2.94M -96,688 -91%
AFAS
247
Acorn Financial Advisory Services
Virginia
$289K +$289K +9,540 New
LWAC
248
Laurel Wealth Advisors (California)
California
$288K +$334 +11 +0.1%
RFN
249
RDA Financial Network
Iowa
$285K
VAS
250
Vestmark Advisory Solutions
Massachusetts
$281K -$63K -2,079 -18%