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First Trust Value Line Dividend Fund

332 hedge funds and large institutions have $5.1B invested in First Trust Value Line Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 119 reducing their positions, and 39 closing their positions.

Holders
332
Holders Change
-11
Holders Change %
-3.21%
% of All Funds
6.82%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.53%
New
30
Increased
144
Reduced
119
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$9.74M -$4.88M -160,816 -33%
FHC
52
First Heartland Consultants
Missouri
$9.44M -$10.9M -359,521 -54%
CA
53
Crumly & Associates
Illinois
$9.41M -$2.57M -84,810 -21%
ARG
54
Advisory Resource Group
Oklahoma
$9.06M -$4.06M -133,976 -31%
RW
55
RVW Wealth
California
$8.86M +$4.21M +138,801 +90%
CWM
56
Cornerstone Wealth Management
Missouri
$8.86M +$2.72M +89,682 +44%
LFAS
57
Level Four Advisory Services
Texas
$8.66M +$6.34M +209,440 +274%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$8.53M +$1.18M +38,893 +16%
PIA
59
Perennial Investment Advisors
California
$7.88M +$1.45M +47,915 +23%
CCFM
60
Clear Creek Financial Management
Washington
$7.67M -$766K -25,251 -9%
ASN
61
Advisory Services Network
Georgia
$7.44M +$820K +27,037 +12%
EH
62
Equitable Holdings
New York
$7.39M -$649K -21,394 -8%
CAAS
63
Capital Asset Advisory Services
Michigan
$7.36M +$133K +4,096 +2%
AC
64
Avestar Capital
New York
$7.21M +$638K +21,038 +10%
GIA
65
Gladstone Institutional Advisory
Florida
$7.18M +$3.82M +126,110 +114%
WI
66
Wintrust Investments
Illinois
$7.09M -$339K -11,180 -5%
TFS
67
TrustCore Financial Services
Tennessee
$7.06M -$5.82M -192,026 -45%
IWM
68
IHT Wealth Management
Illinois
$7.04M -$1.55M -51,271 -18%
MWM
69
MBE Wealth Management
Wisconsin
$6.89M +$6.68M +220,437 +3,310%
BWP
70
Bernardo Wealth Planning
Pennsylvania
$6.42M +$6.01M +198,119 +1,450%
OIA
71
OneDigital Investment Advisors
Kansas
$6.36M +$36.1K +1,190 +0.6%
1SB
72
1ST Source Bank
Indiana
$6.28M +$1.62M +53,416 +35%
FWM
73
Fairhaven Wealth Management
Illinois
$6.26M +$619K +20,430 +11%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$5.97M
AWE
75
Avidian Wealth Enterprises
Texas
$5.83M +$2.22M +73,268 +62%