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First Trust Value Line Dividend Fund

256 hedge funds and large institutions have $2.7B invested in First Trust Value Line Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
38
Increased
120
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
126
Jackson Wealth Management
Florida
$857K -$52.8K -1,627 -6%
SFG
127
StrategIQ Financial Group
Indiana
$829K -$42.2K -1,300 -5%
PV
128
Private Vista
Illinois
$810K +$25.2K +776 +3%
PWM
129
Perigon Wealth Management
California
$799K -$89.1K -2,700 -10%
MA
130
Mutual Advisors
Nebraska
$795K -$563K -17,334 -41%
SWM
131
Shakespeare Wealth Management
Wisconsin
$777K -$12K -370 -2%
NWP
132
Northstar Wealth Partners
Connecticut
$738K +$189K +5,833 +35%
OC
133
Oppenheimer & Co
New York
$720K +$219K +6,744 +44%
SI
134
Stephens Inc
Arkansas
$711K -$271K -8,337 -28%
NWS
135
Newport Wealth Strategies
California
$710K +$163 +5 +0%
AWM
136
AE Wealth Management
Kansas
$703K +$312K +9,600 +80%
MC
137
Moors & Cabot
Massachusetts
$702K -$20K -621 -3%
SPI
138
Santori & Peters Inc
Pennsylvania
$680K -$72.1K -2,225 -10%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$662K -$366K -11,270 -36%
VFA
140
Voya Financial Advisors
Connecticut
$651K -$68.6K -2,121 -10%
BRWA
141
B. Riley Wealth Advisors
Florida
$632K +$41.1K +1,263 +7%
TRCT
142
Tower Research Capital (TRC)
New York
$610K +$607K +18,683 +18,683%
SIG
143
Sargent Investment Group
Maryland
$593K +$93.7K +2,885 +19%
WWM
144
Western Wealth Management
Colorado
$584K +$72.5K +2,240 +14%
MMHP
145
Murphy Middleton Hinkle & Parker
Georgia
$579K +$1.14K +35 +0.2%
LWAC
146
Laurel Wealth Advisors (California)
California
$578K +$62.2K +1,916 +12%
NA
147
NewEdge Advisors
Louisiana
$565K -$61.8K -1,902 -10%
OIA
148
Optimum Investment Advisors
Illinois
$547K +$1.91K +59 +0.4%
CFA
149
Cahill Financial Advisors
Minnesota
$539K +$90.7K +2,791 +20%
CAN
150
Claraphi Advisory Network
United States
$534K -$34.1K -1,051 -6%