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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 %
VHAM
351
Van Hulzen Asset Management
California
-$282K -10,201 Closed
SWA
352
Stratos Wealth Advisors
Ohio
-$263K -9,502 Closed
HA
353
HC Advisors
Georgia
-$247K -8,919 Closed
CFG
354
CMC Financial Group
Georgia
-$247K -8,919 Closed
CWM
355
Concentrum Wealth Management
California
-$234K -8,445 Closed
TWA
356
TCI Wealth Advisors
Arizona
-$184K -6,645 Closed
ADL
357
Asset Dedication LLC
California
-$178K -6,426 Closed
ACA
358
Atlas Capital Advisors
Wyoming
-$124K -4,481 Closed
FGAM
359
Financial Gravity Asset Management
Texas
-$2.18K -2,453 Closed
WT
360
Whittier Trust
California
-$55K -2,000 Closed
PA
361
Parallel Advisors
California
-$46K -1,676 Closed
LS
362
Leelyn Smith
Illinois
-$42K -1,528 Closed
CCM
363
Covington Capital Management
California
-$28K -1,000 Closed
WQ
364
Wealth Quarterback
New Jersey
-$19.1K -689 Closed
WB
365
Webster Bank
Connecticut
-$18K -650 Closed
DWM
366
Darwin Wealth Management
Florida
-$14K -531 Closed
HWA
367
HHM Wealth Advisors
Tennessee
-$12K -431 Closed
MM
368
Main Management
California
-$6K -225 Closed
BAMG
369
Brand Asset Management Group
Missouri
-$5K -170 Closed
SMFS
370
Squar Milner Financial Services
California
-$2K -96 Closed