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First Trust Value Line Dividend Fund

204 hedge funds and large institutions have $1.96B invested in First Trust Value Line Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.67%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
18
Increased
85
Reduced
67
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
76
M Holdings Securities
Oregon
$1.42M -$24.4K -772 -2%
GLA
77
Good Life Advisors
Pennsylvania
$1.38M +$23.9K +758 +2%
BIA
78
Biondo Investment Advisors
Pennsylvania
$1.21M +$13.4K +425 +1%
NWM
79
Northwest Wealth Management
Iowa
$1.21M -$981K -31,012 -45%
CAS
80
Cue Advisory Services
Arizona
$1.2M -$12.5K -394 -1%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$1.2M -$176K -5,554 -13%
CFGS
82
Concourse Financial Group Securities
Alabama
$1.04M +$1.04M +32,979 New
CAC
83
Certified Advisory Corp
Florida
$1.03M -$6.01K -190 -0.6%
CS
84
Comerica Securities
Michigan
$995K -$2.99M -94,403 -75%
GT
85
Greenleaf Trust
Michigan
$985K -$88.6K -2,800 -8%
SFG
86
StrategIQ Financial Group
Indiana
$984K -$77.9K -2,462 -7%
KWM
87
Kingsview Wealth Management
Oregon
$961K -$41.8K -1,321 -4%
Lido Advisors
88
Lido Advisors
California
$940K +$158 +5 +0%
RA
89
RFG Advisory
Alabama
$904K +$276K +8,738 +44%
NL
90
NWAM LLC
Washington
$874K
GFPC
91
Global Financial Private Capital
Florida
$855K +$339K +10,706 +66%
AWM
92
AE Wealth Management
Kansas
$837K +$12.5K +394 +2%
LNC
93
Lincoln National Corp
Pennsylvania
$818K +$8.7K +275 +1%
CAM
94
Concorde Asset Management
Michigan
$814K +$4.24K +134 +0.5%
FA
95
FDx Advisors
Illinois
$812K -$267K -8,434 -25%
BF
96
BOK Financial
Oklahoma
$805K +$167K +5,275 +26%
FIM
97
Freedom Investment Management
Connecticut
$803K -$34.9K -1,100 -4%
SWM
98
Shakespeare Wealth Management
Wisconsin
$771K
PV
99
Private Vista
Illinois
$764K +$506 +16 +0.1%
SPI
100
Santori & Peters Inc
Pennsylvania
$736K -$63.1K -1,996 -8%