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First Trust Value Line Dividend Fund

153 hedge funds and large institutions have $1.68B invested in First Trust Value Line Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
3.82%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
18
Increased
79
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$3.11M +$628K +21,459 +25%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$2.95M +$414K +14,152 +16%
CS
53
Comerica Securities
Michigan
$2.91M -$792K -27,086 -21%
AIP
54
Ahrens Investment Partners
Louisiana
$2.88M +$1.46M +49,796 +102%
SPIA
55
Steward Partners Investment Advisory
New York
$2.77M +$2.68M +91,528 +2,794%
PFS
56
Prospera Financial Services
Texas
$2.65M +$2.43M +83,880 +1,117%
NPC
57
National Planning Corporation
California
$2.53M -$213K -7,266 -8%
LFG
58
LifePlan Financial Group
Ohio
$2.45M +$50.2K +1,716 +2%
NWM
59
Northwest Wealth Management
Iowa
$2.09M -$10.4K -355 -0.5%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.08M +$1.85M +63,200 +807%
FA
61
FDx Advisors
Illinois
$1.92M +$10.9K +372 +0.6%
BWM
62
Baystate Wealth Management
Massachusetts
$1.85M +$70.6K +2,414 +4%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$1.77M +$601K +20,551 +51%
JFA
64
Johanson Financial Advisors
California
$1.73M +$50.7K +1,740 +3%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$1.64M +$626K +21,397 +62%
CBB
66
Citizens Business Bank
California
$1.63M -$135K -4,624 -8%
SFG
67
StrategIQ Financial Group
Indiana
$1.48M +$1.96K +67 +0.1%
AWM
68
AE Wealth Management
Kansas
$1.47M +$1.47M +50,337 New
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$1.47M +$63.3K +2,163 +5%
GT
70
Greenleaf Trust
Michigan
$1.43M -$23.4K -800 -2%
PWAG
71
Polaris Wealth Advisory Group
California
$1.36M +$1.36M +46,513 New
CAS
72
Cue Advisory Services
Arizona
$1.29M +$54.4K +1,859 +4%
CWM
73
Cornerstone Wealth Management
Missouri
$1.28M +$281K +9,711 +28%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$1.09M -$91.7K -3,132 -8%
WP
75
WealthPLAN Partners
Nebraska
$1.09M +$1.09M +37,084 New