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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 %
LWS
101
Lucia Wealth Services
California
$734K -$219K -6,928 -23%
MC
102
Moors & Cabot
Massachusetts
$719K -$22.3K -706 -3%
SI
103
Stephens Inc
Arkansas
$677K +$11.7K +369 +2%
NWS
104
Newport Wealth Strategies
California
$674K +$214 +7 +0%
Creative Planning
105
Creative Planning
Kansas
$658K +$149K +4,707 +29%
MA
106
Mutual Advisors
Nebraska
$649K +$305K +9,637 +89%
HighTower Advisors
107
HighTower Advisors
Illinois
$606K +$45.8K +1,446 +8%
SS
108
Simplicity Solutions
Minnesota
$604K +$61.4K +1,939 +11%
MMHP
109
Murphy Middleton Hinkle & Parker
Georgia
$563K +$855 +27 +0.2%
CAN
110
Claraphi Advisory Network
United States
$552K -$7.75K -245 -1%
OIA
111
Optimum Investment Advisors
Illinois
$523K -$17.4K -550 -3%
VHAM
112
Van Hulzen Asset Management
California
$510K +$15.5K +488 +3%
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$510K +$67.5K +2,135 +15%
BRWA
114
B. Riley Wealth Advisors
Florida
$507K +$24.2K +764 +5%
NA
115
NewEdge Advisors
Louisiana
$497K -$37.1K -1,171 -7%
OC
116
Oppenheimer & Co
New York
$496K +$14K +442 +3%
LWAC
117
Laurel Wealth Advisors (California)
California
$492K -$9.16K -290 -2%
RJT
118
Raymond James Trust
Florida
$437K +$72.8K +2,300 +20%
NWP
119
Northstar Wealth Partners
Connecticut
$426K +$426K +13,484 New
MFBTD
120
MB Financial Bank - Trust Department
Illinois
$419K
M&T Bank
121
M&T Bank
New York
$415K -$36.9K -1,167 -8%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$386K +$56.1K +1,773 +17%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$385K
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$381K -$663K -20,921 -63%
FAM
125
Formidable Asset Management
Ohio
$374K -$19K -600 -5%