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First Trust Value Line Dividend Fund

161 hedge funds and large institutions have $1.68B invested in First Trust Value Line Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
19
Increased
66
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$3.41M +$405K +13,609 +13%
MIAN
52
Mariner Independent Advisor Network
Kansas
$3.39M -$62.6K -2,103 -2%
BCM
53
Brookstone Capital Management
Illinois
$3.32M +$141K +4,742 +4%
VFA
54
Voya Financial Advisors
Connecticut
$3.31M +$33.6K +1,129 +1%
DADC
55
D.A. Davidson & Co
Montana
$3.23M +$66.4K +2,233 +2%
LFG
56
LifePlan Financial Group
Ohio
$2.58M +$92.2K +3,101 +4%
NPC
57
National Planning Corporation
California
$2.36M -$204K -6,849 -8%
AIP
58
Ahrens Investment Partners
Louisiana
$2.34M -$586K -19,696 -20%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$2.24M +$565K +18,982 +34%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$2.22M +$423K +14,219 +23%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.16M +$43.1K +1,450 +2%
FA
62
FDx Advisors
Illinois
$2.04M +$83.8K +2,817 +4%
BWM
63
Baystate Wealth Management
Massachusetts
$1.97M +$83.6K +2,801 +4%
JFA
64
Johanson Financial Advisors
California
$1.97M +$205K +6,880 +12%
IWM
65
IHT Wealth Management
Illinois
$1.51M +$896K +30,007 +146%
SFG
66
StrategIQ Financial Group
Indiana
$1.49M -$13.3K -447 -0.9%
CWM
67
Cornerstone Wealth Management
Missouri
$1.44M +$130K +4,363 +10%
CBB
68
Citizens Business Bank
California
$1.44M -$215K -7,240 -13%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$1.33M -$157K -5,270 -11%
CAS
70
Cue Advisory Services
Arizona
$1.27M -$43.3K -1,455 -3%
GLA
71
Good Life Advisors
Pennsylvania
$1.26M +$151K +5,038 +14%
ASN
72
Advisory Services Network
Georgia
$1.21M +$329K +11,042 +37%
PWAG
73
Polaris Wealth Advisory Group
California
$1.13M -$250K -8,389 -18%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$1.09M -$13.8K -464 -1%
KWM
75
Kingsview Wealth Management
Oregon
$893K +$76.6K +2,573 +9%