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First Trust Value Line Dividend Fund

161 hedge funds and large institutions have $1.68B invested in First Trust Value Line Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
19
Increased
66
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCFS
126
First Command Financial Services
Texas
$237K +$220K +7,399 +1,291%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$226K
WSTAM
128
Wilbanks Smith & Thomas Asset Management
Virginia
$207K +$207K +6,962 New
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$184K +$184K +6,199 New
BF
130
BOK Financial
Oklahoma
$159K +$159K +5,329 New
PFBT
131
Parkside Financial Bank & Trust
Missouri
$130K
WEC
132
Winslow Evans & Crocker
Massachusetts
$112K -$389K -13,085 -78%
BTIS
133
BB&T Investment Services
North Carolina
$109K +$109K +3,708 New
CCM
134
Cribstone Capital Management
Maine
$95K
RFM
135
Royal Fund Management
Florida
$86K -$25.1K -844 -23%
CCM
136
Covington Capital Management
California
$82K +$82K +2,750 New
GRP
137
Global Retirement Partners
California
$78K +$20.1K +677 +35%
NC
138
NewSquare Capital
Pennsylvania
$69K
VNA
139
Valley National Advisers
Pennsylvania
$65K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$61K +$269 +9 +0.4%
WT
141
Whittier Trust
California
$60K
CAL
142
Capital Analysts LLC
Pennsylvania
$50K
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$45K
WIM
144
Westside Investment Management
California
$35.8K
BDWM
145
Brewin Dolphin Wealth Management
Ireland
$34.2K +$34.2K +1,150 New
AIM
146
Advantage Investment Management
Iowa
$34K -$11M -363,392 -100%
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$31K +$31K +1,038 New
HNB
148
Huntington National Bank
Ohio
$30K -$52K
BCI
149
Brinker Capital Investments
Pennsylvania
$27K
MWM
150
MinichMacGregor Wealth Management
New York
$25K