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First Trust Value Line Dividend Fund

204 hedge funds and large institutions have $1.96B invested in First Trust Value Line Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.67%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
18
Increased
85
Reduced
67
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
51
LifePlan Financial Group
Ohio
$2.88M +$34.3K +1,083 +1%
WS
52
Wedbush Securities
California
$2.87M +$30.4K +961 +1%
PA
53
PFG Advisors
Arizona
$2.41M +$292K +9,542 +14%
VFA
54
Voya Financial Advisors
Connecticut
$2.34M -$225K -7,134 -9%
JFA
55
Johanson Financial Advisors
California
$2.32M +$35.6K +1,125 +2%
LA
56
LexAurum Advisors
Kansas
$2.27M +$2.27M +71,647 New
AWA
57
Acorn Wealth Advisors
Michigan
$2.24M +$275K +8,959 +14%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$2.23M +$2.01M +63,547 +911%
AIP
59
Ahrens Investment Partners
Louisiana
$2.15M -$31.6K -1,000 -1%
IWM
60
IHT Wealth Management
Illinois
$2.14M -$36.5K -1,153 -2%
Jane Street
61
Jane Street
New York
$2.09M -$794K -25,090 -28%
UCFA
62
United Capital Financial Advisors
Texas
$2.05M -$442K -13,974 -18%
ASN
63
Advisory Services Network
Georgia
$1.97M +$48.1K +1,519 +3%
FCB
64
First Command Bank
Texas
$1.94M +$281K +8,876 +17%
FCFS
65
First Command Financial Services
Texas
$1.94M +$281K +8,876 +17%
DBRC
66
D.B. Root & Company
Pennsylvania
$1.89M +$12.8K +404 +0.7%
BWM
67
Baystate Wealth Management
Massachusetts
$1.81M -$49.7K -1,594 -3%
PD
68
Planning Directions
Pennsylvania
$1.79M -$26.8K -846 -1%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$1.75M +$888K +28,064 +103%
APA
70
American Portfolios Advisors
New York
$1.72M -$6.33K -200 -0.4%
KA
71
Kovack Advisors
Florida
$1.69M -$60.1K -1,899 -3%
VA
72
Valmark Advisers
Ohio
$1.64M -$1.01M -31,963 -38%
FFS
73
Founders Financial Securities
Maryland
$1.58M +$291K +9,190 +23%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53M +$409K +12,936 +36%
BAAM
75
Baker Avenue Asset Management
California
$1.44M