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First Trust Value Line Dividend Fund

259 hedge funds and large institutions have $3.3B invested in First Trust Value Line Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 135 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+3
Holders Change %
+1.17%
% of All Funds
5.63%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
31
Increased
135
Reduced
56
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
51
First Heartland Consultants
Missouri
$6.75M +$3.66M +108,573 +119%
GSWM
52
Golden State Wealth Management
California
$6.49M +$2.27M +67,334 +54%
CF
53
Centaurus Financial
California
$6.45M +$6.25M +185,132 +3,055%
IWM
54
IHT Wealth Management
Illinois
$6.32M +$1.1M +32,679 +21%
AC
55
Avestar Capital
New York
$6.27M +$313K +9,343 +5%
WI
56
Wintrust Investments
Illinois
$6.26M +$205K +6,075 +3%
CWM
57
Cornerstone Wealth Management
Missouri
$6.16M +$482K +14,293 +8%
MAP
58
Milestone Advisory Partners
North Carolina
$6.16M +$254K +7,517 +4%
OIA
59
OneDigital Investment Advisors
Kansas
$6.13M +$437K +12,962 +8%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$5.97M
GWM
61
Geneos Wealth Management
Colorado
$5.87M +$264K +7,818 +5%
PWM
62
PRW Wealth Management
Massachusetts
$5.58M +$265K +7,869 +5%
MIAN
63
Mariner Independent Advisor Network
Kansas
$5.07M -$277K -8,227 -5%
Goldman Sachs
64
Goldman Sachs
New York
$5.06M +$1.33M +39,343 +36%
GCA
65
Genesee Capital Advisors
New York
$5.02M +$517K +15,331 +11%
PA
66
PFG Advisors
Arizona
$4.93M +$637K +18,533 +15%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$4.66M -$354K -10,501 -7%
FAM
68
Formidable Asset Management
Ohio
$4.46M +$3.78M +111,818 +550%
CA
69
Cetera Advisors
Colorado
$4.41M -$180K -5,351 -4%
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$4.22M +$404K +11,966 +11%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$4.13M -$63.2K -1,873 -2%
SCA
72
Snowden Capital Advisors
New York
$4.02M -$394K -11,686 -9%
TPWA
73
TRUE Private Wealth Advisors
Oregon
$3.81M -$99.2K -2,940 -3%
BCM
74
Brookstone Capital Management
Illinois
$3.64M -$63.6K -1,886 -2%
AAS
75
Avantax Advisory Services
Texas
$3.59M +$20.1K +596 +0.6%