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First Trust Value Line Dividend Fund

343 hedge funds and large institutions have $4.64B invested in First Trust Value Line Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-5
Holders Change %
-1.44%
% of All Funds
7.58%
Holding in Top 10
35
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.63%
% of All Funds
0.77%
New
43
Increased
170
Reduced
97
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$8.61M +$3.37M +121,812 +64%
HCA
52
Heck Capital Advisors
Wisconsin
$8.39M -$131K -4,728 -2%
CCFM
53
Clear Creek Financial Management
Washington
$8.04M -$1.28M -44,287 -14%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$7.97M +$7.97M +287,683 New
IWM
55
IHT Wealth Management
Illinois
$7.85M +$1.24M +44,667 +19%
SWAG
56
Spectrum Wealth Advisory Group
California
$7.65M -$170K -6,144 -2%
1W
57
1776 Wealth
Georgia
$7.44M +$4.29M +137,262 +136%
EH
58
Equitable Holdings
New York
$7.34M +$1.78M +64,144 +32%
MIAN
59
Mariner Independent Advisor Network
Kansas
$7.34M +$2.32M +87,661 +46%
WI
60
Wintrust Investments
Illinois
$6.78M +$210K +7,602 +3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$6.71M +$2.14M +77,470 +47%
GSWM
62
Golden State Wealth Management
California
$6.31M -$36M -1,301,333 -85%
CAAS
63
Capital Asset Advisory Services
Michigan
$6.17M +$541K +19,451 +10%
ASN
64
Advisory Services Network
Georgia
$6.04M +$1.89M +68,428 +46%
AC
65
Avestar Capital
New York
$6M +$885K +31,963 +17%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$5.97M
PIA
67
Perennial Investment Advisors
California
$5.87M +$2.07M +74,780 +54%
OIA
68
OneDigital Investment Advisors
Kansas
$5.77M +$410K +14,796 +8%
SFS
69
Sowell Financial Services
Arkansas
$5.66M +$629K +22,730 +12%
CWM
70
Cornerstone Wealth Management
Missouri
$5.61M -$90.8K -3,279 -2%
AF
71
Apexium Financial
Texas
$5.45M +$686K +24,769 +14%
PI
72
PFS Investments
Georgia
$5.19M +$5.19M +187,539 New
APA
73
American Portfolios Advisors
New York
$5.19M +$803K +29,015 +18%
FWM
74
Fairhaven Wealth Management
Illinois
$5.15M +$2.13M +77,129 +71%
FFN
75
Focus Financial Network
Minnesota
$5.03M +$271K +9,803 +6%