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First Trust Value Line Dividend Fund

148 hedge funds and large institutions have $1.48B invested in First Trust Value Line Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+20
Holders Change %
+15.63%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
27
Increased
69
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
51
LifePlan Financial Group
Ohio
$2.38M +$376K +12,965 +19%
NWM
52
Northwest Wealth Management
Iowa
$2.08M -$19.2K -662 -0.9%
FA
53
FDx Advisors
Illinois
$1.89M +$425K +14,653 +29%
BTS
54
BB&T Securities
Virginia
$1.79M +$1.16M +39,973 +185%
BWM
55
Baystate Wealth Management
Massachusetts
$1.76M +$332K +11,483 +23%
CBB
56
Citizens Business Bank
California
$1.75M -$67.8K -2,338 -4%
JFA
57
Johanson Financial Advisors
California
$1.67M +$1.67M +57,489 New
VF
58
Virtu Financial
New York
$1.52M +$1.52M +52,520 New
SFG
59
StrategIQ Financial Group
Indiana
$1.46M +$25K +863 +2%
GT
60
Greenleaf Trust
Michigan
$1.45M -$504K -17,390 -26%
AIP
61
Ahrens Investment Partners
Louisiana
$1.41M +$953K +32,863 +208%
GLA
62
Good Life Advisors
Pennsylvania
$1.4M +$162K +5,571 +13%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$1.39M +$249K +8,592 +22%
CWM
64
Concert Wealth Management
California
$1.28M -$25.1K -893 -2%
CAS
65
Cue Advisory Services
Arizona
$1.22M +$195K +6,733 +19%
MHS
66
M Holdings Securities
Oregon
$1.17M -$626K -21,592 -35%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$1.17M -$114K -3,942 -9%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$1.16M +$381K +13,120 +49%
CFA
69
Carroll Financial Associates
North Carolina
$1.02M -$20.8K -716 -2%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$304K +10,481 +43%
CWM
71
Cornerstone Wealth Management
Missouri
$991K +$124K +4,285 +14%
SG Americas Securities
72
SG Americas Securities
New York
$933K +$933K +32,167 New
WS
73
Wedbush Securities
California
$927K +$15K +518 +2%
KWM
74
Kingsview Wealth Management
Oregon
$785K +$785K +27,047 New
CAM
75
Concorde Asset Management
Michigan
$757K