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First Trust Value Line Dividend Fund

259 hedge funds and large institutions have $3.3B invested in First Trust Value Line Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 135 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+3
Holders Change %
+1.17%
% of All Funds
5.63%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
31
Increased
135
Reduced
56
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$1.74M +$68.6K +2,033 +4%
PSF
102
Pacific Sun Financial
California
$1.7M +$1.7M +50,340 New
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$1.69M +$91.6K +606 +6%
AWA
104
Acorn Wealth Advisors
Michigan
$1.64M -$225K -6,672 -12%
TW
105
Towerpoint Wealth
California
$1.64M +$71.7K +2,105 +5%
IWC
106
Integrated Wealth Concepts
Massachusetts
$1.53M +$10.9K +324 +0.7%
CBFP
107
Cedar Brook Financial Partners
Ohio
$1.52M +$176K +5,204 +13%
RA
108
RFG Advisory
Alabama
$1.5M +$46.9K +1,394 +3%
LNC
109
Lincoln National Corp
Pennsylvania
$1.49M +$125K +3,703 +9%
DBRC
110
D.B. Root & Company
Pennsylvania
$1.49M +$304 +9 +0%
CA
111
Claro Advisors
Massachusetts
$1.45M +$191K +5,648 +15%
VLC
112
Van Leeuwen & Company
New Jersey
$1.45M +$1.45M +43,045 New
FCB
113
First Command Bank
Texas
$1.41M +$14.5K +429 +1%
FCFS
114
First Command Financial Services
Texas
$1.41M +$14.5K +429 +1%
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
$1.35M -$18.1K -535 -1%
SC
116
Savant Capital
Illinois
$1.33M +$1.33M +39,297 New
Lido Advisors
117
Lido Advisors
California
$1.25M +$27.7K +820 +2%
NL
118
NWAM LLC
Washington
$1.24M +$122K +3,603 +11%
CAC
119
Certified Advisory Corp
Florida
$1.22M +$17.7K +524 +1%
NWM
120
Northwest Wealth Management
Iowa
$1.22M -$18.3K -542 -1%
PGA
121
Premia Global Advisors
Florida
$1.2M -$116K -3,437 -9%
CS
122
Comerica Securities
Michigan
$1.13M +$105K +3,108 +10%
NFC
123
Northeast Financial Consultants
Connecticut
$1.12M +$5.4K +160 +0.5%
AIC
124
Archer Investment Corporation
Indiana
$1.06M +$1.06M +31,500 New
MHS
125
M Holdings Securities
Oregon
$1.05M +$123K +3,639 +13%