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First Trust Value Line Dividend Fund

148 hedge funds and large institutions have $1.48B invested in First Trust Value Line Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+20
Holders Change %
+15.63%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
27
Increased
69
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
126
Cribstone Capital Management
Maine
$92K
NC
127
NewSquare Capital
Pennsylvania
$67K
VNA
128
Valley National Advisers
Pennsylvania
$63K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$59K +$292 +10 +0.5%
WT
130
Whittier Trust
California
$58K
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$58K +$13.7K +470 +31%
GRP
132
Global Retirement Partners
California
$56K +$9.97K +346 +22%
CAL
133
Capital Analysts LLC
Pennsylvania
$48.9K
BBHC
134
Brown Brothers Harriman & Co
New York
$44K +$44K +1,500 New
AWM
135
Avior Wealth Management
Nebraska
$41K +$41K +1,417 New
RCG
136
Ruggie Capital Group
Florida
$33K +$33K +1,130 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$25K -$32.5K -1,132 -57%
KIG
138
Kessler Investment Group
Indiana
$25K +$25K +860 New
MWM
139
MinichMacGregor Wealth Management
New York
$24K
BC
140
Bartlett & Co
Ohio
$22K
TCOV
141
Trust Company of Vermont
Vermont
$21K
AF
142
Allworth Financial
California
$21K +$21K +730 New
LNB
143
Ledyard National Bank
$15K
DSC
144
Duncker Streett & Co
Missouri
$6K
GI
145
Gradient Investments
Minnesota
$6K +$6K +190 New
MA
146
MCF Advisors
Kentucky
$1K
SAM
147
Shamrock Asset Management
Texas
-$18.2M -648,462 Closed
MIAN
148
Mariner Independent Advisor Network
Kansas
-$4.57M -162,914 Closed
Goldman Sachs
149
Goldman Sachs
New York
-$990K -35,309 Closed
BIG
150
Bellwether Investment Group
Tennessee
-$166K -5,936 Closed