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First Trust Value Line Dividend Fund

237 hedge funds and large institutions have $2.09B invested in First Trust Value Line Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+33
Holders Change %
+16.18%
% of All Funds
5.29%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.25%
New
55
Increased
93
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$4.03M +$4.03M +138,462 +242,916%
PA
52
PFG Advisors
Arizona
$3.93M +$1.45M +45,844 +58%
WI
53
Wintrust Investments
Illinois
$3.92M +$438K +15,079 +13%
IA
54
IFP Advisors
Florida
$3.91M -$332K -11,496 -8%
GCA
55
Genesee Capital Advisors
New York
$3.86M +$3.86M +132,872 New
CWM
56
Cornerstone Wealth Management
Missouri
$3.85M -$38.2M -1,314,488 -91%
CA
57
Cetera Advisors
Colorado
$3.75M -$340K -11,676 -8%
BCM
58
Brookstone Capital Management
Illinois
$3.67M +$298K +10,231 +9%
SPIA
59
Steward Partners Investment Advisory
New York
$3.61M -$804K -27,656 -18%
TPWA
60
TRUE Private Wealth Advisors
Oregon
$3.41M +$3.41M +117,275 New
SCA
61
Snowden Capital Advisors
New York
$3.41M +$3.1M +106,672 +1,023%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$3.29M -$535K -18,410 -14%
AIC
63
Ameritas Investment Company
Nebraska
$3.1M +$3.1M +106,500 New
MAFM
64
Mid Atlantic Financial Management
Pennsylvania
$2.8M +$2.8M +96,117 New
LFG
65
LifePlan Financial Group
Ohio
$2.72M +$77.8K +2,677 +3%
WS
66
Wedbush Securities
California
$2.64M +$8.87K +305 +0.3%
AAS
67
Avantax Advisory Services
Texas
$2.51M +$2.51M +86,377 New
IWM
68
IHT Wealth Management
Illinois
$2.5M +$536K +18,419 +27%
LA
69
LexAurum Advisors
Kansas
$2.14M +$57.7K +1,984 +3%
HIS
70
Harvest Investment Services
Illinois
$2.13M +$2.13M +69,790 New
JFA
71
Johanson Financial Advisors
California
$2.13M -$1.02K -35 -0%
AF
72
Apexium Financial
Texas
$2.12M +$2.12M +72,811 New
AWA
73
Acorn Wealth Advisors
Michigan
$2.08M -$71.7K -2,424 -3%
FFS
74
Founders Financial Securities
Maryland
$1.95M +$496K +17,038 +34%
UCFA
75
United Capital Financial Advisors
Texas
$1.87M -$13K -448 -0.7%