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First Trust Value Line Dividend Fund

237 hedge funds and large institutions have $2.09B invested in First Trust Value Line Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+33
Holders Change %
+16.18%
% of All Funds
5.29%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.25%
New
55
Increased
93
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
101
Lido Advisors
California
$1.06M +$194K +6,681 +22%
BAAM
102
Baker Avenue Asset Management
California
$1.05M -$271K -9,334 -21%
RA
103
RFG Advisory
Alabama
$1.01M +$176K +6,065 +21%
NFC
104
Northeast Financial Consultants
Connecticut
$957K +$957K +32,914 New
CAC
105
Certified Advisory Corp
Florida
$949K +$4.24K +146 +0.4%
GT
106
Greenleaf Trust
Michigan
$932K +$27.1K +931 +3%
CA
107
Claro Advisors
Massachusetts
$923K +$923K +29,161 New
Bank of New York Mellon
108
Bank of New York Mellon
New York
$920K +$920K +31,649 New
NL
109
NWAM LLC
Washington
$906K +$103K +3,543 +13%
KWM
110
Kingsview Wealth Management
Oregon
$900K +$17K +583 +2%
CS
111
Comerica Securities
Michigan
$888K -$26.5K -912 -3%
SI
112
Stephens Inc
Arkansas
$879K +$257K +8,820 +41%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$838K +$488K +16,793 +140%
PWM
114
Perigon Wealth Management
California
$822K +$822K +26,900 New
CAM
115
Concorde Asset Management
Michigan
$804K +$56.1K +1,929 +7%
JWM
116
Jackson Wealth Management
Florida
$801K +$801K +28,030 New
SFG
117
StrategIQ Financial Group
Indiana
$780K -$124K -4,257 -14%
GIA
118
Gladstone Institutional Advisory
Florida
$730K +$730K +25,097 New
SWM
119
Shakespeare Wealth Management
Wisconsin
$706K -$1.89K -65 -0.3%
PV
120
Private Vista
Illinois
$703K +$378 +13 +0.1%
NFG
121
Next Financial Group
Texas
$693K +$673K +23,167 +3,432%
LNC
122
Lincoln National Corp
Pennsylvania
$684K -$67.8K -2,331 -9%
SPI
123
Santori & Peters Inc
Pennsylvania
$674K -$2.38K -82 -0.4%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$665K +$196K +6,733 +42%
MC
125
Moors & Cabot
Massachusetts
$653K -$9.58K -329 -1%