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First Trust Value Line Dividend Fund

259 hedge funds and large institutions have $3.3B invested in First Trust Value Line Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 135 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+3
Holders Change %
+1.17%
% of All Funds
5.63%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
31
Increased
135
Reduced
56
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BF
151
BOK Financial
Oklahoma
$659K -$480K -14,200 -42%
CAN
152
Claraphi Advisory Network
United States
$609K +$53.6K +1,587 +10%
Creative Planning
153
Creative Planning
Kansas
$605K +$124K +3,668 +26%
MMHP
154
Murphy Middleton Hinkle & Parker
Georgia
$603K +$675 +20 +0.1%
AW
155
ACG Wealth
Georgia
$601K +$601K +17,820 New
FWM
156
Frontier Wealth Management
Missouri
$598K +$598K +17,718 New
NA
157
NewEdge Advisors
Louisiana
$595K +$7.96K +236 +1%
OIA
158
Optimum Investment Advisors
Illinois
$593K +$23.7K +703 +4%
AIC
159
Ameritas Investment Company
Nebraska
$583K -$2.31M -68,515 -80%
SIG
160
Sargent Investment Group
Maryland
$582K -$33.7K -1,000 -5%
RJT
161
Raymond James Trust
Florida
$576K +$78.5K +2,326 +16%
LWAC
162
Laurel Wealth Advisors (California)
California
$568K -$33.5K -992 -6%
CIAS
163
Capital Investment Advisory Services
North Carolina
$560K +$411K +12,120 +276%
BEI
164
Benjamin Edwards Inc
Missouri
$559K +$559K +16,559 New
NFG
165
Nations Financial Group
Iowa
$550K +$31K +919 +6%
SG
166
StoneX Group
New York
$534K +$534K +15,825 New
SCM
167
Smith Capital Management
Arkansas
$530K +$157K +4,660 +42%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$521K +$511K +15,168 +5,303%
VHAM
169
Van Hulzen Asset Management
California
$514K -$1.75K -52 -0.3%
FFG
170
Ford Financial Group
California
$489K +$237K +7,020 +94%
BFG
171
Barber Financial Group
Kansas
$476K -$24.8K -736 -5%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$422K +$422K +12,512 New
V
173
Veritable
Delaware
$420K +$3.88K +115 +0.9%
RFN
174
RDA Financial Network
Iowa
$414K -$3.41K -100 -0.8%
PPA
175
Parametric Portfolio Associates
Washington
$411K +$119K +3,523 +41%