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First Trust Value Line Dividend Fund

256 hedge funds and large institutions have $2.7B invested in First Trust Value Line Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
38
Increased
120
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$5.48M +$980K +30,180 +22%
GWM
52
Geneos Wealth Management
Colorado
$5.39M +$244K +7,505 +5%
FAIM
53
Financial Advocates Investment Management
Washington
$5.19M +$240K +7,382 +5%
MIAN
54
Mariner Independent Advisor Network
Kansas
$5.17M +$169K +5,186 +3%
PWM
55
PRW Wealth Management
Massachusetts
$5.12M +$384K +11,815 +8%
IWM
56
IHT Wealth Management
Illinois
$5.02M +$2.23M +68,814 +80%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$4.83M +$229K +7,063 +5%
CA
58
Cetera Advisors
Colorado
$4.42M +$250K +7,728 +6%
GCA
59
Genesee Capital Advisors
New York
$4.33M +$17.7K +545 +0.4%
SCA
60
Snowden Capital Advisors
New York
$4.25M +$446K +13,736 +12%
PA
61
PFG Advisors
Arizona
$4.18M +$13.5K +402 +0.3%
GSWM
62
Golden State Wealth Management
California
$4.06M +$4.06M +125,092 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$4.04M +$359K +11,068 +10%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$3.82M +$3.08M +94,829 +415%
TPWA
65
TRUE Private Wealth Advisors
Oregon
$3.76M -$43.9K -1,352 -1%
CAAS
66
Capital Asset Advisory Services
Michigan
$3.68M -$1.69M -52,033 -31%
MAFM
67
Mid Atlantic Financial Management
Pennsylvania
$3.68M +$555K +17,094 +18%
Goldman Sachs
68
Goldman Sachs
New York
$3.59M -$1.28M -39,418 -26%
SFS
69
Sowell Financial Services
Arkansas
$3.59M -$4.33M -133,418 -55%
BCM
70
Brookstone Capital Management
Illinois
$3.56M -$537K -16,552 -13%
IA
71
IFP Advisors
Florida
$3.46M -$934K -28,762 -21%
AAS
72
Avantax Advisory Services
Texas
$3.43M +$628K +19,357 +22%
LFG
73
LifePlan Financial Group
Ohio
$3.37M +$327K +10,069 +11%
WS
74
Wedbush Securities
California
$3.12M +$169K +5,219 +6%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$3.05M +$2.11M +65,128 +226%