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First Trust Value Line Dividend Fund

256 hedge funds and large institutions have $2.7B invested in First Trust Value Line Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
38
Increased
120
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
101
Institutional & Family Asset Management
Colorado
$1.52M
TW
102
Towerpoint Wealth
California
$1.49M +$29.5K +910 +2%
IWC
103
Integrated Wealth Concepts
Massachusetts
$1.46M +$945K +29,098 +183%
DBRC
104
D.B. Root & Company
Pennsylvania
$1.43M -$53.4K -1,645 -4%
RA
105
RFG Advisory
Alabama
$1.4M +$278K +8,551 +25%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$1.38M -$210K -1,607 -13%
FCB
107
First Command Bank
Texas
$1.34M +$131K +4,039 +11%
FCFS
108
First Command Financial Services
Texas
$1.34M +$131K +4,039 +11%
LNC
109
Lincoln National Corp
Pennsylvania
$1.32M +$551K +16,950 +72%
CBFP
110
Cedar Brook Financial Partners
Ohio
$1.3M -$2.83K -87 -0.2%
PGA
111
Premia Global Advisors
Florida
$1.25M +$1.25M +38,957 New
CA
112
Claro Advisors
Massachusetts
$1.22M +$268K +8,266 +28%
NWM
113
Northwest Wealth Management
Iowa
$1.19M -$49.5K -1,525 -4%
LFAS
114
Level Four Advisory Services
Texas
$1.18M +$953K +29,358 +424%
Lido Advisors
115
Lido Advisors
California
$1.18M -$4.93K -152 -0.4%
CAC
116
Certified Advisory Corp
Florida
$1.16M +$95.1K +2,929 +9%
BF
117
BOK Financial
Oklahoma
$1.1M -$146K -4,485 -12%
NL
118
NWAM LLC
Washington
$1.08M +$65.5K +2,017 +6%
NFC
119
Northeast Financial Consultants
Connecticut
$1.07M +$4.84K +149 +0.5%
CS
120
Comerica Securities
Michigan
$982K -$9.97K -307 -1%
GT
121
Greenleaf Trust
Michigan
$980K -$60.7K -1,871 -6%
FFN
122
Focus Financial Network
Minnesota
$933K +$933K +28,726 New
CAM
123
Concorde Asset Management
Michigan
$907K +$5.44K +167 +0.6%
MHS
124
M Holdings Securities
Oregon
$894K -$617K -18,996 -41%
GIA
125
Gladstone Institutional Advisory
Florida
$885K +$69.8K +2,148 +9%