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First Trust Value Line Dividend Fund

128 hedge funds and large institutions have $1.27B invested in First Trust Value Line Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
3.2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
21
Increased
62
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LFG
51
LifePlan Financial Group
Ohio
$1.93M 68,955 +4,824 +8%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.91M 68,060 +2,961 +5%
GT
53
Greenleaf Trust
Michigan
$1.88M 67,205 +1,910 +3%
Jane Street
54
Jane Street
New York
$1.81M 64,502 -303,366 -82%
CBB
55
Citizens Business Bank
California
$1.75M 62,506 +950 +2%
MHS
56
M Holdings Securities
Oregon
$1.73M 61,778 +61,778 New
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64M 58,568 +8,779 +18%
NFG
58
Next Financial Group
Texas
$1.61M 57,419 +3,515 +7%
FA
59
FDx Advisors
Illinois
$1.42M 50,581 +33,150 +190%
BWM
60
Baystate Wealth Management
Massachusetts
$1.4M 49,301 +29,620 +151%
SFG
61
StrategIQ Financial Group
Indiana
$1.39M 49,499 -2,141 -4%
DADC
62
D.A. Davidson & Co
Montana
$1.35M 48,120 +15,860 +49%
CWM
63
Concert Wealth Management
California
$1.31M 46,552 -1,942 -4%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$1.24M 44,152 +2,740 +7%
GLA
65
Good Life Advisors
Pennsylvania
$1.2M 42,706 +42,706 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$1.1M 39,319 -60,769 -61%
CFA
67
Carroll Financial Associates
North Carolina
$1M 35,777 +7,651 +27%
CAS
68
Cue Advisory Services
Arizona
$993K 35,430 +14,546 +70%
Goldman Sachs
69
Goldman Sachs
New York
$990K 35,309 -4,154 -11%
FHC
70
First Heartland Consultants
Missouri
$974K 34,736 -2,300 -6%
WS
71
Wedbush Securities
California
$881K 31,422 +15,791 +101%
CWM
72
Cornerstone Wealth Management
Missouri
$846K 30,084 +8,889 +42%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$753K 26,863 +26,863 New
CAM
74
Concorde Asset Management
Michigan
$732K 26,100 -3,550 -12%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$680K 24,243 +24,243 New