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First Trust Value Line Dividend Fund

332 hedge funds and large institutions have $5.1B invested in First Trust Value Line Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-11
Holders Change %
-3.21%
% of All Funds
6.82%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.53%
New
30
Increased
144
Reduced
119
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFGK
126
Keystone Financial Group (Kentucky)
Kentucky
$2.08M -$3.34K -110 -0.2%
SCM
127
Smith Capital Management
Arkansas
$2.04M +$390K +12,861 +24%
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$2.02M -$231K -7,613 -10%
NFG
129
Next Financial Group
Texas
$2.01M -$18.5K -611 -0.9%
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$1.98M -$1.52M -50,211 -43%
BCP
131
Blackhawk Capital Partners
Wisconsin
$1.93M -$84.6K -3,057 -4%
TA
132
TFG Advisers
Michigan
$1.91M +$5.76K +190 +0.3%
BCM
133
Breiter Capital Management
Florida
$1.83M -$430K -14,182 -19%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$1.72M +$577K +19,041 +51%
BPA
135
Beacon Pointe Advisors
California
$1.71M +$331K +10,937 +24%
UCFA
136
United Capital Financial Advisors
Texas
$1.7M -$76.1K -2,510 -4%
RJT
137
Raymond James Trust
Florida
$1.69M +$305K +10,072 +22%
NL
138
NWAM LLC
Washington
$1.65M -$15.2K -500 -0.9%
CFD
139
Creative Financial Designs
Indiana
$1.65M +$296K +9,764 +22%
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$1.63M +$1.28M +42,336 +369%
PSF
141
Pacific Sun Financial
California
$1.62M +$79.3K +2,617 +5%
NWP
142
Northstar Wealth Partners
Connecticut
$1.62M +$174K +5,733 +12%
AI
143
Atria Investments
North Carolina
$1.62M -$73.1K -2,410 -4%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$1.61M
PD
145
Planning Directions
Pennsylvania
$1.58M +$1.58M +52,101 New
EP
146
Eudaimonia Partners
Tennessee
$1.55M -$591K -19,504 -28%
Goldman Sachs
147
Goldman Sachs
New York
$1.52M -$4.15K -137 -0.3%
BRWA
148
B. Riley Wealth Advisors
Florida
$1.45M -$80.1K -2,641 -5%
BWM
149
Baystate Wealth Management
Massachusetts
$1.41M -$179K -5,901 -11%
GLA
150
Good Life Advisors
Pennsylvania
$1.4M -$190K -6,258 -12%