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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 %
FMBTD
251
First Midwest Bank Trust Division
Illinois
$277K
BAM
252
Bellevue Asset Management
Washington
$271K -$65.4K -2,159 -19%
VFM
253
Vivid Financial Management
California
$271K
SWMG
254
Signature Wealth Management Group
Georgia
$270K
BCM
255
Bayesian Capital Management
New York
$263K -$346K -11,400 -57%
MCM
256
MAI Capital Management
Ohio
$263K +$21.2K +700 +9%
SAG
257
Spotlight Asset Group
Illinois
$262K +$262K +8,629 New
BMC
258
Beaton Management Company
Massachusetts
$228K +$228K +7,530 New
CF
259
Centaurus Financial
California
$225K -$1.04M -34,460 -82%
MNBTD
260
Moody National Bank Trust Division
Texas
$225K +$225K +7,427 New
NDSI
261
Newman Dignan & Sheerar Inc
Rhode Island
$224K -$29.2K -920 -12%
FIM
262
Freedom Investment Management
Connecticut
$220K -$39.8K -1,311 -15%
Fidelity Investments
263
Fidelity Investments
Massachusetts
$213K -$159K -5,252 -43%
RIM
264
Rockbridge Investment Management
New York
$209K +$209K +6,900 New
SF
265
Synovus Financial
Georgia
$208K -$2.74M -90,257 -93%
BAM
266
Belpointe Asset Management
Nevada
$168K -$396K -13,072 -70%
TFGT
267
TS Financial Group (TSFG)
Illinois
$143K +$1.06K +35 +0.7%
CFA
268
Carroll Financial Associates
North Carolina
$135K
EWM
269
Endurance Wealth Management
Rhode Island
$134K
WCG
270
Weaver Consulting Group
California
$118K -$65.2K -2,156 -36%
AP
271
Arlington Partners
Alabama
$114K
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$111K +$111K +3,664 New
PB
273
Pinnacle Bancorp
Nebraska
$104K +$24.3K +798 +30%
OPS
274
Orion Portfolio Solutions
Nebraska
$93K +$35.8K +1,178 +63%
AF
275
Advisornet Financial
Minnesota
$84K