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First Trust Value Line Dividend Fund

161 hedge funds and large institutions have $1.68B invested in First Trust Value Line Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
19
Increased
66
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MC
76
Moors & Cabot
Massachusetts
$881K +$101K +3,395 +13%
GT
77
Greenleaf Trust
Michigan
$866K -$592K -19,900 -41%
CFA
78
Carroll Financial Associates
North Carolina
$851K -$171K -5,711 -17%
NL
79
NWAM LLC
Washington
$817K +$101K +3,406 +14%
WS
80
Wedbush Securities
California
$803K -$232K -7,810 -22%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$794K -$2.98M -100,320 -79%
FIM
82
Freedom Investment Management
Connecticut
$787K -$145K -4,861 -16%
CAM
83
Concorde Asset Management
Michigan
$776K
WP
84
WealthPLAN Partners
Nebraska
$773K -$331K -11,111 -30%
VHAM
85
Van Hulzen Asset Management
California
$750K +$750K +25,209 New
PV
86
Private Vista
Illinois
$735K +$111K +3,747 +18%
OIA
87
Optimum Investment Advisors
Illinois
$643K -$20.7K -695 -3%
NFG
88
Nations Financial Group
Iowa
$628K +$57.2K +1,921 +10%
AWM
89
AE Wealth Management
Kansas
$601K -$898K -30,149 -60%
LWAC
90
Laurel Wealth Advisors (California)
California
$594K +$149 +5 +0%
BRF
91
B. Riley Financial
California
$557K +$557K +18,731 New
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$520K +$5.44K +182 +1%
SI
93
Stephens Inc
Arkansas
$517K
Creative Planning
94
Creative Planning
Kansas
$514K +$38.7K +1,302 +8%
FHC
95
First Heartland Consultants
Missouri
$473K +$10.5K +352 +2%
AFP
96
Ausdal Financial Partners
Iowa
$468K -$125K -4,190 -21%
FFS
97
Founders Financial Securities
Maryland
$450K +$200K +6,705 +80%
CFD
98
Creative Financial Designs
Indiana
$445K -$23.2K -780 -5%
GFPC
99
Global Financial Private Capital
Florida
$439K +$439K +14,759 New
LNC
100
Lincoln National Corp
Pennsylvania
$413K +$87.3K +2,934 +27%