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First Trust Value Line Dividend Fund

205 hedge funds and large institutions have $1.84B invested in First Trust Value Line Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
16
Increased
75
Reduced
71
Closed
20
Calls
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWS
101
Newport Wealth Strategies
California
$668K -$15.2K -501 -2%
SI
102
Stephens Inc
Arkansas
$637K +$10.8K +358 +2%
AFP
103
Ausdal Financial Partners
Iowa
$627K -$56.8K -1,877 -8%
BF
104
BOK Financial
Oklahoma
$611K +$611K +20,165 New
RA
105
RFG Advisory
Alabama
$600K +$290K +9,573 +93%
MMHP
106
Murphy Middleton Hinkle & Parker
Georgia
$538K -$8.48K -280 -2%
CAN
107
Claraphi Advisory Network
United States
$536K +$1.85K +61 +0.3%
HighTower Advisors
108
HighTower Advisors
Illinois
$535K +$81.1K +2,681 +18%
SS
109
Simplicity Solutions
Minnesota
$519K +$64.3K +2,123 +14%
OIA
110
Optimum Investment Advisors
Illinois
$517K -$99.4K -3,283 -16%
AWA
111
Arete Wealth Advisors
Illinois
$497K +$12.6K +417 +3%
GFPC
112
Global Financial Private Capital
Florida
$494K +$26.2K +866 +6%
Creative Planning
113
Creative Planning
Kansas
$487K +$199K +6,585 +69%
LWAC
114
Laurel Wealth Advisors (California)
California
$480K -$9.9K -327 -2%
VHAM
115
Van Hulzen Asset Management
California
$473K -$159K -5,261 -25%
BRWA
116
B. Riley Wealth Advisors
Florida
$462K -$3.24K -107 -0.7%
OC
117
Oppenheimer & Co
New York
$461K -$6.21K -205 -1%
SMFS
118
Squar Milner Financial Services
California
$456K +$1.06K +35 +0.2%
M&T Bank
119
M&T Bank
New York
$433K -$115K -3,809 -21%
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$424K +$24.9K +821 +6%
MFBTD
121
MB Financial Bank - Trust Department
Illinois
$401K
TRCT
122
Tower Research Capital (TRC)
New York
$399K -$1,000K -32,993 -71%
TSS
123
Two Sigma Securities
New York
$382K +$382K +12,621 New
FAM
124
Formidable Asset Management
Ohio
$376K
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$369K