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First Trust Value Line Dividend Fund

153 hedge funds and large institutions have $1.68B invested in First Trust Value Line Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
3.82%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
18
Increased
79
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
126
Parkside Financial Bank & Trust
Missouri
$128K +$2.61K +89 +2%
RFM
127
Royal Fund Management
Florida
$109K +$612 +21 +0.6%
CCM
128
Cribstone Capital Management
Maine
$93K
NC
129
NewSquare Capital
Pennsylvania
$67K
VNA
130
Valley National Advisers
Pennsylvania
$64K
WT
131
Whittier Trust
California
$59K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$59K +$348 +12 +0.6%
GRP
133
Global Retirement Partners
California
$57K +$88 +3 +0.2%
HNB
134
Huntington National Bank
Ohio
$52K
CAL
135
Capital Analysts LLC
Pennsylvania
$49.3K
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$44K -$13.6K -470 -24%
WIM
137
Westside Investment Management
California
$34.8K +$34.8K +1,200 New
BCI
138
Brinker Capital Investments
Pennsylvania
$26K +$26K +892 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$25K
MWM
140
MinichMacGregor Wealth Management
New York
$24K
BC
141
Bartlett & Co
Ohio
$23K
TCOV
142
Trust Company of Vermont
Vermont
$22K
FCB
143
First Command Bank
Texas
$17K +$17K +573 New
FCFS
144
First Command Financial Services
Texas
$17K +$17K +573 New
LNB
145
Ledyard National Bank
$15K
JCM
146
Jacobi Capital Management
Pennsylvania
$11K +$11K +385 New
BRC
147
Bell Rock Capital
Delaware
$11K +$11K +389 New
DSC
148
Duncker Streett & Co
Missouri
$6K
GI
149
Gradient Investments
Minnesota
$4K -$1.07K -40 -21%
SEI Investments
150
SEI Investments
Pennsylvania
$2K +$2K +56 New