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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 %
JIP
151
Jaffetilchin Investment Partners
Florida
$1.36M -$365K -12,026 -21%
BA
152
Ballew Advisors
Mississippi
$1.35M +$880K +28,978 +189%
APWM
153
Atlas Private Wealth Management
New York
$1.34M +$5.85K +193 +0.4%
DBRC
154
D.B. Root & Company
Pennsylvania
$1.34M +$5.45K +180 +0.4%
AFP
155
Ausdal Financial Partners
Iowa
$1.33M +$850K +28,018 +175%
DI
156
DFPG Investments
Utah
$1.29M +$1.12K +37 +0.1%
HF
157
HRT Financial
New York
$1.26M +$1.26M +41,574 New
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$1.23M -$28.8K -949 -2%
GRP
159
Global Retirement Partners
California
$1.23M -$198K -6,520 -14%
IAIM
160
International Assets Investment Management
Florida
$1.22M +$41K +1,353 +3%
CPIG
161
Chicago Partners Investment Group
Illinois
$1.2M +$458K +14,479 +61%
SAM
162
Strategy Asset Managers
California
$1.19M +$5.58K +184 +0.5%
SHWM
163
Silicon Hills Wealth Management
Texas
$1.14M -$137K -4,531 -11%
SI
164
Stephens Inc
Arkansas
$1.13M
IWC
165
Integrated Wealth Concepts
Massachusetts
$1.1M +$131K +4,328 +13%
CAC
166
Certified Advisory Corp
Florida
$1.09M -$2.71M -89,331 -71%
CAM
167
Concorde Asset Management
Michigan
$1.06M +$10.3K +338 +1%
EFL
168
ERn Financial LLC
Wisconsin
$1.04M +$1.04M +34,295 New
NFC
169
Northeast Financial Consultants
Connecticut
$1.03M +$7.61K +251 +0.7%
CS
170
Comerica Securities
Michigan
$1.03M -$163K -5,378 -14%
SC
171
Savant Capital
Illinois
$998K -$193K -6,372 -16%
JWCA
172
J.W. Cole Advisors
Florida
$975K +$975K +32,152 New
MSAM
173
Moloney Securities Asset Management
Missouri
$960K -$22.1K -729 -2%
MHS
174
M Holdings Securities
Oregon
$960K -$606 -20 -0.1%
LA
175
LexAurum Advisors
Kansas
$952K +$952K +31,408 New