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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 %
SWM
151
SeaCrest Wealth Management
New York
$168K -$1.78K -59 -1%
SF
152
Synovus Financial
Georgia
$151K
SEI Investments
153
SEI Investments
Pennsylvania
$125K +$64K +2,113 +105%
QCIG
154
Quad-Cities Investment Group
Iowa
$125K +$125K +4,173 New
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$112K -$171K -5,654 -60%
FGAM
156
Financial Gravity Asset Management
Texas
$106K +$6.71K +215 +7%
HNB
157
Huntington National Bank
Ohio
$105K
CCM
158
Cribstone Capital Management
Maine
$81K
Deutsche Bank
159
Deutsche Bank
Germany
$79K -$44.7K -1,481 -36%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$79K +$32.8K +1,080 +71%
NC
161
NewSquare Capital
Pennsylvania
$71K
BA
162
Ballew Advisors
Mississippi
$68K +$181 +6 +0.3%
VNA
163
Valley National Advisers
Pennsylvania
$66K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$66K +$19K +625 +40%
WT
165
Whittier Trust
California
$61K
RFM
166
Royal Fund Management
Florida
$50K -$37.8K -1,252 -43%
BCI
167
Brinker Capital Investments
Pennsylvania
$47K +$19.8K +649 +73%
WEC
168
Winslow Evans & Crocker
Massachusetts
$44K
FHA
169
Flagship Harbor Advisors
Massachusetts
$43K +$43K +1,443 New
CAL
170
Capital Analysts LLC
Pennsylvania
$42K
JCM
171
Jacobi Capital Management
Pennsylvania
$42K +$30.4K +1,009 +261%
GRP
172
Global Retirement Partners
California
$40K
RFC
173
Regions Financial Corp
Alabama
$38K +$10.5K +342 +38%
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$37K -$543K -17,837 -94%
WIM
175
Westside Investment Management
California
$36.3K