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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 %
CCM
301
Covington Capital Management
California
$28K
WTC
302
WhitTier Trust Company
Nevada
$28K
WFMPM
303
Woodley Farra Manion Portfolio Management
Indiana
$27K
TPWA
304
TRUE Private Wealth Advisors
Oregon
$25K -$3.17M -115,750 -99%
CFB
305
Cullen/Frost Bankers
Texas
$25K
WLPWM
306
Walled Lake Planning & Wealth Management
Illinois
$23K
Bank of Montreal
307
Bank of Montreal
Ontario, Canada
$22K
AIP
308
Ameritas Investment Partners
Nebraska
$22K
PFP
309
Pinnacle Financial Partners
Tennessee
$21K
WQ
310
Wealth Quarterback
New Jersey
$19.1K +$6.51K +235 +52%
CHC
311
City Holding Co
West Virginia
$19K
PMFA
312
Plante Moran Financial Advisors
Michigan
$18K -$3.06K -112 -15%
WB
313
Webster Bank
Connecticut
$18K +$18K +650 New
SCA
314
Stonebridge Capital Advisors
Minnesota
$17K
GEA
315
Glen Eagle Advisors
New Jersey
$15.1K
M
316
MOTCO
Texas
$15K
RBC
317
Roble Belko & Company
Pennsylvania
$15K
DWM
318
Darwin Wealth Management
Florida
$14K +$14K +531 New
FCA
319
FinTrust Capital Advisors
South Carolina
$13K +$13K +455 New
AWM
320
AllSquare Wealth Management
New York
$12K
RCA
321
Ranch Capital Advisors
Florida
$12K
HWA
322
HHM Wealth Advisors
Tennessee
$12K +$12K +431 New
PFBT
323
Parkside Financial Bank & Trust
Missouri
$11K +$11K +400 New
LF
324
Lee Financial
Texas
$10K
CAL
325
Capital Analysts LLC
Pennsylvania
$10K +$8.04K +300 +411%