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First Trust Value Line Dividend Fund

332 hedge funds and large institutions have $5.27B invested in First Trust Value Line Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 29 closing their positions.

Holders
332
Holders Change
Holders Change %
0%
% of All Funds
6.72%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
31
Increased
115
Reduced
148
Closed
29
Calls
Puts
$579K
Net Calls
-$579K
Net Calls Change
-$579K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$5.97M
DAS
77
Dynamic Advisor Solutions
Arizona
$5.84M +$621K +19,724 +12%
EH
78
Equitable Holdings
New York
$5.82M -$1.85M -58,653 -24%
IA
79
IFP Advisors
Florida
$5.74M +$753K +23,980 +15%
GIA
80
Gladstone Institutional Advisory
Florida
$5.72M -$1.74M -55,191 -23%
OIA
81
OneDigital Investment Advisors
Kansas
$5.72M -$885K -28,136 -13%
SCA
82
Snowden Capital Advisors
New York
$5.62M +$116K +3,672 +2%
WS
83
Wedbush Securities
California
$5.61M +$44.4K +1,412 +0.8%
AWM
84
AE Wealth Management
Kansas
$5.44M -$22.8M -723,330 -81%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$5.07M +$1.61M +51,036 +46%
ASN
86
Advisory Services Network
Georgia
$4.91M -$2.81M -89,311 -36%
SFS
87
Sowell Financial Services
Arkansas
$4.84M +$1.37M +43,514 +39%
SG
88
StoneX Group
New York
$4.77M +$97K +3,084 +2%
PBF
89
Petix & Botte Financial
California
$4.74M -$4.35M -138,606 -48%
SS
90
Simplicity Solutions
Minnesota
$4.7M -$21.8M -693,156 -82%
AFP
91
Ausdal Financial Partners
Iowa
$4.58M +$3.19M +101,460 +231%
AF
92
Apexium Financial
Texas
$4.4M -$1.38M -43,836 -24%
WP
93
WealthPLAN Partners
Nebraska
$4.32M -$337K -9,883 -7%
OC
94
Oppenheimer & Co
New York
$4.28M +$362K +11,492 +9%
PA
95
PFG Advisors
Arizona
$4.1M -$137K -4,228 -3%
MAFM
96
Mid Atlantic Financial Management
Pennsylvania
$4.06M -$242K -7,109 -6%
GWM
97
Geneos Wealth Management
Colorado
$3.81M -$216K -6,963 -5%
CA
98
Calton & Associates
Florida
$3.73M -$115K -3,669 -3%
APA
99
American Portfolios Advisors
New York
$3.69M -$2.09M -66,506 -36%
EIA
100
Eldridge Investment Advisors
New Hampshire
$3.59M -$845K -26,863 -19%