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First Trust Value Line Dividend Fund

332 hedge funds and large institutions have $5.1B invested in First Trust Value Line Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 119 reducing their positions, and 39 closing their positions.

Holders
332
Holders Change
-11
Holders Change %
-3.21%
% of All Funds
6.82%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.53%
New
30
Increased
144
Reduced
119
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
101
Ameritas Investment Company
Nebraska
$3.29M -$2.02M -66,651 -38%
HIS
102
Harvest Investment Services
Illinois
$3.21M +$585K +19,287 +22%
LWS
103
Lucia Wealth Services
California
$3.14M +$977K +32,228 +45%
LFG
104
Larson Financial Group
Missouri
$3.13M +$156K +5,141 +5%
HIA
105
Harbor Investment Advisory
Maryland
$3.02M +$54.8K +1,807 +2%
LFG
106
LifePlan Financial Group
Ohio
$3M -$145K -4,793 -5%
CBFP
107
Cedar Brook Financial Partners
Ohio
$2.9M -$241K -7,941 -8%
HI
108
Horizon Investments
North Carolina
$2.87M +$1.59M +52,586 +125%
JFA
109
Johanson Financial Advisors
California
$2.83M +$58.1K +1,917 +2%
FFN
110
Focus Financial Network
Minnesota
$2.81M -$2.7M -88,992 -49%
APWA
111
Atlas Private Wealth Advisors
New Jersey
$2.78M +$2.78M +91,685 New
CAG
112
Curtis Advisory Group
California
$2.69M -$8.91K -294 -0.3%
CFGS
113
Concourse Financial Group Securities
Alabama
$2.68M -$36.8K -1,212 -1%
TRCT
114
Tower Research Capital (TRC)
New York
$2.64M +$1.32M +43,489 +100%
PA
115
PSI Advisors
Florida
$2.64M +$469K +15,475 +22%
VA
116
Valmark Advisers
Ohio
$2.63M +$445K +14,667 +20%
KA
117
Kovack Advisors
Florida
$2.59M -$461K -15,219 -15%
FFS
118
Founders Financial Securities
Maryland
$2.48M -$2.23M -73,589 -47%
TW
119
Towerpoint Wealth
California
$2.47M +$381K +12,576 +18%
WWM
120
Western Wealth Management
Colorado
$2.32M +$180K +5,945 +8%
BFA
121
Beacon Financial Advisory
Ohio
$2.29M +$5.3K +175 +0.2%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$2.23M -$7.67M -252,927 -77%
MA
123
Mutual Advisors
Nebraska
$2.22M +$218K +7,185 +11%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$2.18M -$961K -30,289 -31%
ACM
125
AlphaStar Capital Management
North Carolina
$2.12M +$218K +6,964 +11%