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First Trust Value Line Dividend Fund

348 hedge funds and large institutions have $5.56B invested in First Trust Value Line Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 175 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+61
Holders Change %
+21.25%
% of All Funds
6.87%
Holding in Top 10
41
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+86.36%
% of All Funds
0.81%
New
84
Increased
175
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
M
326
MOTCO
Texas
$19K
SQA
327
Simon Quick Advisors
New Jersey
$19K +$106 +3 +0.6%
MA
328
MUFG Americas
New York
$18K +$18K +500 New
WQ
329
Wealth Quarterback
New Jersey
$16.3K +$16.3K +454 New
RCA
330
Ranch Capital Advisors
Florida
$16K +$16K +440 New
AWM
331
AllSquare Wealth Management
New York
$15K
LF
332
Lee Financial
Texas
$13K
KFS
333
Kelly Financial Services
Massachusetts
$12.9K +$72 +2 +0.6%
JFA
334
JNBA Financial Advisors
Minnesota
$12K
TCM
335
Tradewinds Capital Management
Washington
$12K
LAS
336
Lloyd Advisory Services
Georgia
$10K +$10K +268 New
APC
337
Aspire Private Capital
North Carolina
$8K +$8K +222 New
FHA
338
First Horizon Advisors
Tennessee
$7K +$33 +1 +0.5%
GI
339
Gradient Investments
Minnesota
$7K +$7K +181 New
ME
340
McIlrath & Eck
Washington
$5K
EWM
341
EPG Wealth Management
Georgia
$4K +$4K +101 New
Chevy Chase Trust
342
Chevy Chase Trust
Maryland
$4K +$4K +111 New
CAL
343
Capital Analysts LLC
Pennsylvania
$3K -$12.5K -305 -81%
BlackRock
344
BlackRock
New York
$3K
SMFS
345
Squar Milner Financial Services
California
$3K +$3K +96 New
SHWM
346
Silicon Hills Wealth Management
Texas
$1.63K +$1.63K +49 New
FRA
347
Front Row Advisors
California
$1K
TFA
348
Toth Financial Advisory
Virginia
$1K +$1K +40 New
LS
349
Leelyn Smith
Illinois
$55 +$55 +1,528 New
FFS
350
Founders Financial Securities
Maryland
-$3.97M -113,709 Closed