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First Trust Value Line Dividend Fund

98 hedge funds and large institutions have $674M invested in First Trust Value Line Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
54
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
76
Northern Trust
Illinois
$219K +$219K +8,514 New
ICAS
77
Investors Capital Advisory Services
Massachusetts
$214K -$79.8K -3,103 -27%
BA
78
BKS Advisors
Michigan
$214K +$214K +8,300 New
LWAC
79
Laurel Wealth Advisors (California)
California
$211K +$211K +8,204 New
BWM
80
Baystate Wealth Management
Massachusetts
$208K +$208K +8,074 New
WA
81
WFG Advisors
Texas
$147K -$10.2K -396 -6%
SF
82
Synovus Financial
Georgia
$129K
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99K +$33.4K +1,287 +51%
MWP
84
MYCIO Wealth Partners
Pennsylvania
$82K
FHA
85
First Horizon Advisors
Tennessee
$82K +$82K +3,232 New
NC
86
NewSquare Capital
Pennsylvania
$59K
VNA
87
Valley National Advisers
Pennsylvania
$56K
WT
88
Whittier Trust
California
$51K
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$22K
KF
90
Krilogy Financial
Missouri
$21K +$129 +5 +0.6%
MWM
91
MinichMacGregor Wealth Management
New York
$21K +$21K +845 New
TCOV
92
Trust Company of Vermont
Vermont
$19K
WEC
93
Winslow Evans & Crocker
Massachusetts
$12.9K
PFS
94
Physicians Financial Services
North Carolina
$11K +$80 +3 +0.7%
DSC
95
Duncker Streett & Co
Missouri
$5K
WIC
96
Woodmont Investment Counsel
Tennessee
$4K
MA
97
MCF Advisors
Kentucky
$1K
BRWA
98
B. Riley Wealth Advisors
Florida
-$1.09M -45,585 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$930K -38,924 Closed
CS
100
Credit Suisse
Switzerland
-$579K -24,246 Closed