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First Trust Value Line Dividend Fund

204 hedge funds and large institutions have $1.96B invested in First Trust Value Line Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.67%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
18
Increased
85
Reduced
67
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
151
Clarus Wealth Advisors
Arizona
$173K -$117K -3,675 -40%
SF
152
Synovus Financial
Georgia
$158K
EWM
153
Endurance Wealth Management
Rhode Island
$140K +$140K +4,434 New
QCIG
154
Quad-Cities Investment Group
Iowa
$132K +$316 +10 +0.2%
HNB
155
Huntington National Bank
Ohio
$109K -$105K
AF
156
Arrow Financial
New York
$97K +$97K +3,062 New
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$82K
CCM
158
Cribstone Capital Management
Maine
$73K -$11K -350 -13%
NC
159
NewSquare Capital
Pennsylvania
$73K
VNA
160
Valley National Advisers
Pennsylvania
$69K
BA
161
Ballew Advisors
Mississippi
$68K +$151 +5 +0.2%
WT
162
Whittier Trust
California
$63K
Deutsche Bank
163
Deutsche Bank
Germany
$60K -$23.2K -729 -28%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$49K -$19.7K -625 -29%
FHA
165
Flagship Harbor Advisors
Massachusetts
$46K
JCM
166
Jacobi Capital Management
Pennsylvania
$44K +$220 +7 +0.5%
KIG
167
Kessler Investment Group
Indiana
$44K +$44K +1,375 New
AF
168
Advisornet Financial
Minnesota
$43K +$5.04K +159 +13%
GRP
169
Global Retirement Partners
California
$42K
VIA
170
Vantage Investment Advisors
Pennsylvania
$34K
ECM
171
Exchange Capital Management
Michigan
$34K +$34K +1,083 New
WAM
172
Wealthspire Advisors (Maryland)
Maryland
$33K
WEC
173
Winslow Evans & Crocker
Massachusetts
$32K -$12.8K -400 -29%
WTC
174
WhitTier Trust Company
Nevada
$32K
CCM
175
Covington Capital Management
California
$32K