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First Trust Value Line Dividend Fund

79 hedge funds and large institutions have $383M invested in First Trust Value Line Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 1 closing their positions.

Holders
79
Holders Change
+14
Holders Change %
+21.54%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
17
Increased
33
Reduced
19
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$418K +$418K +17,306 New
SPC
52
Sigma Planning Corp
Michigan
$380K +$380K +15,734 New
PMG
53
ProVise Management Group
Florida
$364K
CAS
54
Cue Advisory Services
Arizona
$292K +$292K +12,105 New
PI
55
Placemark Investments
Illinois
$291K +$32.1K +1,330 +12%
ICAS
56
Investors Capital Advisory Services
Massachusetts
$278K +$278K +11,511 New
M&T Bank
57
M&T Bank
New York
$237K +$6.74K +278 +3%
AIM
58
Advantage Investment Management
Iowa
$223K +$223K +9,248 New
NFG
59
Next Financial Group
Texas
$219K -$359K -14,863 -62%
CNB
60
City National Bank
California
$215K +$215K +8,915 New
SWP
61
Stratos Wealth Partners
Ohio
$212K +$212K +8,789 New
Creative Planning
62
Creative Planning
Kansas
$195K +$95.7K +3,955 +96%
WA
63
WFG Advisors
Texas
$157K +$121 +5 +0.1%
WEC
64
Winslow Evans & Crocker
Massachusetts
$144K -$205K -8,500 -59%
DADC
65
D.A. Davidson & Co
Montana
$138K
NES
66
New England Securities
New York
$125K -$439K -18,111 -78%
SF
67
Synovus Financial
Georgia
$121K
MWP
68
MYCIO Wealth Partners
Pennsylvania
$75K +$409 +17 +0.5%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$67K
NC
70
NewSquare Capital
Pennsylvania
$58K -$8.27K -340 -12%
VNA
71
Valley National Advisers
Pennsylvania
$47K +$47K +2,187 New
TCOV
72
Trust Company of Vermont
Vermont
$18K
JWA
73
JFS Wealth Advisors
Pennsylvania
$8K +$8K +346 New
US Bancorp
74
US Bancorp
Minnesota
$5K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$5K