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First Trust Value Line Dividend Fund

343 hedge funds and large institutions have $4.64B invested in First Trust Value Line Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-5
Holders Change %
-1.44%
% of All Funds
7.58%
Holding in Top 10
35
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.63%
% of All Funds
0.77%
New
43
Increased
170
Reduced
97
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
276
TS Financial Group (TSFG)
Illinois
$129K +$113K +4,081 +685%
ACA
277
Atlas Capital Advisors
Wyoming
$124K +$13.9K +501 +13%
CFA
278
Carroll Financial Associates
North Carolina
$123K -$202K -7,309 -62%
EWM
279
Endurance Wealth Management
Rhode Island
$123K
AP
280
Arlington Partners
Alabama
$104K +$104K +3,760 New
VCP
281
Verus Capital Partners
Arizona
$98K -$41.7K -1,509 -30%
HNB
282
Huntington National Bank
Ohio
$85K -$111K
AF
283
Allworth Financial
California
$84K +$55 +2 +0.1%
AF
284
Advisornet Financial
Minnesota
$76K +$11.3K +410 +17%
PB
285
Pinnacle Bancorp
Nebraska
$72K +$20.8K +758 +41%
NC
286
NewSquare Capital
Pennsylvania
$64K +$64K +2,305 New
OIA
287
Optimum Investment Advisors
Illinois
$61K -$424K -15,213 -87%
VNA
288
Valley National Advisers
Pennsylvania
$61K
LWANC
289
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K
WT
290
Whittier Trust
California
$55K
EIP
291
Ellis Investment Partners
Pennsylvania
$55K +$9.49K +363 +21%
OPS
292
Orion Portfolio Solutions
Nebraska
$52K -$4.76K -172 -8%
PA
293
Parallel Advisors
California
$46K -$4.61K -168 -9%
ME
294
McIlrath & Eck
Washington
$46K +$42.1K +1,523 +1,088%
JCM
295
Jacobi Capital Management
Pennsylvania
$43K -$16.8K -607 -28%
LS
296
Leelyn Smith
Illinois
$42K
NSIM
297
North Star Investment Management
Illinois
$38K +$111 +4 +0.3%
PP
298
Pacifica Partners
Canada
$37K -$2.97K -105 -7%
MA
299
MUFG Americas
New York
$36K +$22.2K +800 +160%
VFA
300
Valeo Financial Advisors
Indiana
$30K +$208 +7 +0.7%