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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 %
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$78K -$67.2K -2,209 -46%
NC
277
NewSquare Capital
Pennsylvania
$67K -$2.38K -79 -3%
OIA
278
Optimum Investment Advisors
Illinois
$67K +$456 +15 +0.7%
VNA
279
Valley National Advisers
Pennsylvania
$66K
EIP
280
Ellis Investment Partners
Pennsylvania
$64K +$393 +13 +0.6%
LWANC
281
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K
ME
282
McIlrath & Eck
Washington
$50K
JCM
283
Jacobi Capital Management
Pennsylvania
$48K +$367 +12 +0.8%
NSIM
284
North Star Investment Management
Illinois
$41K +$120 +4 +0.3%
PP
285
Pacifica Partners
Canada
$40K
CAL
286
Capital Analysts LLC
Pennsylvania
$39K +$27.8K +927 +249%
HPC
287
HM Payson & Co
Maine
$37K +$37K +1,222 New
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$30K -$128K -4,278 -81%
WTC
289
WhitTier Trust Company
Nevada
$30K
CWC
290
Carolinas Wealth Consulting
North Carolina
$30K +$30K +988 New
WFMPM
291
Woodley Farra Manion Portfolio Management
Indiana
$29K
CFB
292
Cullen/Frost Bankers
Texas
$27K
WLPWM
293
Walled Lake Planning & Wealth Management
Illinois
$25K
MA
294
MUFG Americas
New York
$24K -$15K -500 -38%
AIP
295
Ameritas Investment Partners
Nebraska
$24K
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
$24K
AF
297
Allworth Financial
California
$23K -$68K -2,272 -75%
PFP
298
Pinnacle Financial Partners
Tennessee
$23K
VFA
299
Valeo Financial Advisors
Indiana
$22K -$8.13K -273 -27%
PMFA
300
Plante Moran Financial Advisors
Michigan
$22K +$1.75K +57 +9%