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First Trust Value Line Dividend Fund

148 hedge funds and large institutions have $1.48B invested in First Trust Value Line Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+20
Holders Change %
+15.63%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
27
Increased
69
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
76
Freedom Investment Management
Connecticut
$735K +$229K +7,876 +45%
CFD
77
Creative Financial Designs
Indiana
$709K -$3.24M -112,684 -82%
SAM
78
SignalPoint Asset Management
Missouri
$677K -$24.9K -858 -4%
NL
79
NWAM LLC
Washington
$648K +$648K +22,321 New
OIA
80
Optimum Investment Advisors
Illinois
$645K +$135K +4,670 +27%
PV
81
Private Vista
Illinois
$607K +$607K +20,923 New
NFG
82
Nations Financial Group
Iowa
$580K +$31.3K +1,079 +6%
NA
83
NewEdge Advisors
Louisiana
$567K +$81.7K +2,811 +17%
WI
84
Wintrust Investments
Illinois
$560K -$10.2K -350 -2%
ASN
85
Advisory Services Network
Georgia
$550K +$550K +18,965 New
IAA
86
Independent Advisor Alliance
North Carolina
$501K +$501K +17,327 New
Creative Planning
87
Creative Planning
Kansas
$481K +$102K +3,525 +27%
AF
88
Affiance Financial
Minnesota
$464K -$14.7K -505 -3%
OC
89
Oppenheimer & Co
New York
$461K +$8.27K +285 +2%
FHC
90
First Heartland Consultants
Missouri
$450K -$558K -19,228 -55%
LWAC
91
Laurel Wealth Advisors (California)
California
$450K +$229K +7,901 +104%
PMG
92
ProVise Management Group
Florida
$437K
SI
93
Stephens Inc
Arkansas
$430K +$430K +14,828 New
MC
94
Moors & Cabot
Massachusetts
$405K +$405K +13,979 New
WEC
95
Winslow Evans & Crocker
Massachusetts
$401K +$209K +7,210 +109%
FFEC
96
First Financial Equity Corporation
Arizona
$397K +$397K +13,707 New
MFBTD
97
MB Financial Bank - Trust Department
Illinois
$384K
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$384K +$253K +8,763 +194%
TCT
99
TIAA CREF Trust
Missouri
$361K +$28.3K +975 +9%
NFG
100
Next Financial Group
Texas
$360K -$1.31M -45,018 -78%