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First Trust Value Line Dividend Fund

98 hedge funds and large institutions have $674M invested in First Trust Value Line Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
54
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$568K +$5.04K +196 +0.9%
NPC
52
National Planning Corporation
California
$503K +$35K +1,353 +7%
EWA
53
Exencial Wealth Advisors
Oklahoma
$500K
AF
54
Affiance Financial
Minnesota
$498K -$96K -3,735 -16%
TH
55
Timber Hill
Connecticut
$491K -$14.2K -551 -3%
VKH
56
Virtu KCG Holdings
New York
$482K +$482K +18,717 New
ACM
57
Argentus Capital Management
Texas
$470K -$29.6K -1,152 -6%
TFA
58
Transamerica Financial Advisors
Florida
$452K -$52.1K -2,023 -10%
BTS
59
BB&T Securities
Virginia
$449K +$110K +4,297 +33%
CAS
60
Cue Advisory Services
Arizona
$441K +$15K +584 +4%
PMG
61
ProVise Management Group
Florida
$388K
AAM
62
Aureus Asset Management
Massachusetts
$378K +$2.62K +102 +0.7%
FAM
63
Formidable Asset Management
Ohio
$371K -$59.3K -2,300 -14%
FIM
64
Freedom Investment Management
Connecticut
$349K +$63.4K +2,464 +22%
SI
65
SII Investments
Wisconsin
$333K +$93.2K +3,617 +39%
Jane Street
66
Jane Street
New York
$333K +$333K +12,959 New
Goldman Sachs
67
Goldman Sachs
New York
$326K +$326K +12,660 New
BAAM
68
Baker Avenue Asset Management
California
$300K +$300K +11,674 New
NFG
69
Next Financial Group
Texas
$298K +$7.98K +310 +3%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$294K +$294K +11,435 New
Creative Planning
71
Creative Planning
Kansas
$286K +$26.8K +1,040 +10%
VFS
72
VSR Financial Services
Kansas
$271K +$30.7K +1,196 +13%
OC
73
Oppenheimer & Co
New York
$266K +$266K +10,340 New
DADC
74
D.A. Davidson & Co
Montana
$259K +$56.8K +2,209 +28%
OIA
75
Optimum Investment Advisors
Illinois
$230K +$230K +8,925 New