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First Trust Value Line Dividend Fund

205 hedge funds and large institutions have $1.84B invested in First Trust Value Line Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
16
Increased
75
Reduced
71
Closed
20
Calls
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
126
Raymond James Trust
Florida
$348K
MA
127
Mutual Advisors
Nebraska
$329K
NFG
128
Next Financial Group
Texas
$320K -$129K -4,260 -29%
CFA
129
Carroll Financial Associates
North Carolina
$317K -$23.6K -780 -7%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$316K -$5.51K -182 -2%
SCA
131
Snowden Capital Advisors
New York
$307K -$3.34M -110,318 -92%
SWMG
132
Signature Wealth Management Group
Georgia
$287K
FMBTD
133
First Midwest Bank Trust Division
Illinois
$277K
CWA
134
Clarus Wealth Advisors
Arizona
$273K
BFG
135
Barber Financial Group
Kansas
$272K -$104K -3,441 -28%
CT
136
Cambridge Trust
Massachusetts
$271K
SCM
137
Shelton Capital Management
Colorado
$268K -$160K -5,298 -37%
BA
138
BKS Advisors
Michigan
$251K
CFD
139
Creative Financial Designs
Indiana
$242K -$25.5K -841 -10%
CFA
140
Cahill Financial Advisors
Minnesota
$240K -$14.5K -478 -6%
VWA
141
V Wealth Advisors
Kansas
$238K -$53K -1,723 -18%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$233K +$24.4K +804 +12%
BMC
143
Beaton Management Company
Massachusetts
$230K -$1.06K -35 -0.5%
LFAS
144
Level Four Advisory Services
Texas
$224K +$91 +3 +0%
JPMPWA
145
J.P. Morgan Private Wealth Advisors
California
$211K +$211K +6,972 New
MWPCG
146
Measured Wealth Private Client Group
New Hampshire
$211K +$211K +6,990 New
SG
147
StoneX Group
New York
$209K -$3.61K -119 -2%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$204K +$141K +4,665 +226%
NG
149
Northstar Group
New York
$201K +$201K +6,643 New
BDWM
150
Brewin Dolphin Wealth Management
Ireland
$195K