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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 %
Citigroup
26
Citigroup
New York
$25.4M +$5.7M +188,046 +29%
CAN
27
Cetera Advisor Networks
California
$23.3M +$1.37M +45,079 +6%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$22.2M +$2.19M +72,104 +11%
HighTower Advisors
29
HighTower Advisors
Illinois
$21.8M +$4.8M +158,285 +28%
PFS
30
Prospera Financial Services
Texas
$19.1M +$571K +18,834 +3%
MML Investors Services
31
MML Investors Services
Massachusetts
$18.9M -$977K -32,224 -5%
IA
32
IFG Advisory
Georgia
$18.1M +$1.55M +50,989 +9%
FCFS
33
First Command Financial Services
Texas
$17.2M +$13.6M +449,184 +375%
FCB
34
First Command Bank
Texas
$17.2M +$13.6M +449,184 +375%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$15.7M -$4.77M -157,226 -23%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$15.3M +$1.52M +50,245 +11%
PA
37
Prism Advisors
California
$15.2M +$12.5M +411,904 +463%
US Bancorp
38
US Bancorp
Minnesota
$13.4M -$7.54M -248,517 -36%
HCA
39
Heck Capital Advisors
Wisconsin
$13.4M +$4.22M +139,332 +46%
PI
40
PFS Investments
Georgia
$13.3M +$7.61M +251,135 +134%
SWP
41
Stratos Wealth Partners
Ohio
$13M +$193K +6,353 +2%
DADC
42
D.A. Davidson & Co
Montana
$12.6M -$782K -25,796 -6%
LNC
43
Lincoln National Corp
Pennsylvania
$12.2M +$2.75M +90,743 +29%
PNC
44
Park National Corp
Ohio
$11.4M +$625K +20,615 +6%
CA
45
Cetera Advisors
Colorado
$11.2M +$1.18M +38,808 +12%
SPC
46
Sigma Planning Corp
Michigan
$10.8M +$447K +14,729 +4%
FAIM
47
Financial Advocates Investment Management
Washington
$10.6M +$1.1M +36,383 +12%
SWAG
48
Spectrum Wealth Advisory Group
California
$10.3M +$1.95M +64,299 +23%
MIAN
49
Mariner Independent Advisor Network
Kansas
$10.2M +$1.81M +59,373 +21%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$10.2M +$1.52M +49,978 +17%