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First Trust Value Line Dividend Fund

113 hedge funds and large institutions have $897M invested in First Trust Value Line Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
113
Holders Change
+15
Holders Change %
+15.31%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
22
Increased
59
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
76
Formidable Asset Management
Ohio
$394K
NFG
77
Next Financial Group
Texas
$394K +$82.4K +3,061 +26%
Goldman Sachs
78
Goldman Sachs
New York
$340K -$1.35K -50 -0.4%
RJT
79
Raymond James Trust
Florida
$317K +$317K +11,791 New
Creative Planning
80
Creative Planning
Kansas
$306K +$6.66K +247 +2%
ACM
81
Argentus Capital Management
Texas
$288K -$204K -7,587 -41%
JIP
82
Jaffetilchin Investment Partners
Florida
$256K +$256K +9,502 New
ASN
83
Advisory Services Network
Georgia
$251K +$251K +9,320 New
DADC
84
D.A. Davidson & Co
Montana
$246K -$25.2K -937 -9%
FIM
85
Freedom Investment Management
Connecticut
$235K -$131K -4,854 -36%
GS
86
Girard Securities
California
$229K +$229K +8,526 New
BA
87
BKS Advisors
Michigan
$224K
WS
88
Wedbush Securities
California
$224K +$224K +8,316 New
VF
89
Virtu Financial
New York
$215K +$215K +7,982 New
LWAC
90
Laurel Wealth Advisors (California)
California
$205K -$15.7K -584 -7%
WA
91
WFG Advisors
Texas
$173K +$18.9K +701 +12%
CFA
92
Carroll Financial Associates
North Carolina
$157K +$157K +5,837 New
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155K +$52.1K +1,933 +51%
BIG
94
Bellwether Investment Group
Tennessee
$151K +$151K +5,592 New
SF
95
Synovus Financial
Georgia
$135K
WEC
96
Winslow Evans & Crocker
Massachusetts
$133K +$120K +4,450 +890%
WI
97
Wintrust Investments
Illinois
$98K +$98K +18,476 New
CCM
98
Cribstone Capital Management
Maine
$86K +$86K +3,190 New
MWP
99
MYCIO Wealth Partners
Pennsylvania
$85K
NC
100
NewSquare Capital
Pennsylvania
$62K