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First Trust Value Line Dividend Fund

332 hedge funds and large institutions have $5.27B invested in First Trust Value Line Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
Holders Change %
0%
% of All Funds
6.72%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
31
Increased
115
Reduced
148
Closed
29
Calls
Puts
$579K
Net Calls
-$579K
Net Calls Change
-$579K
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$1.44M -$874K -27,792 -38%
BWM
152
Baystate Wealth Management
Massachusetts
$1.4M -$66.6K -2,117 -5%
UCFA
153
United Capital Financial Advisors
Texas
$1.37M -$393K -12,497 -22%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$1.36M +$83.7K +2,660 +7%
GLA
155
Good Life Advisors
Pennsylvania
$1.34M -$110K -3,497 -8%
CAG
156
Csenge Advisory Group
Florida
$1.33M +$686K +21,361 +107%
TFS
157
TrustCore Financial Services
Tennessee
$1.31M -$6.02M -191,427 -82%
APWM
158
Atlas Private Wealth Management
New York
$1.3M -$94.5K -3,002 -7%
BPA
159
Beacon Pointe Advisors
California
$1.27M -$513K -16,311 -29%
GRP
160
Global Retirement Partners
California
$1.26M -$12.9K -410 -1%
SHWM
161
Silicon Hills Wealth Management
Texas
$1.16M -$27.1K -863 -2%
SAM
162
Strategy Asset Managers
California
$1.16M -$76.3K -2,423 -6%
IWC
163
Integrated Wealth Concepts
Massachusetts
$1.14M -$2.71K -86 -0.2%
CAM
164
Concorde Asset Management
Michigan
$1.11M +$8.81K +279 +0.8%
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$1.1M -$942K -30,130 -46%
SI
166
Stephens Inc
Arkansas
$1.1M -$78.6K -2,500 -7%
CS
167
Comerica Securities
Michigan
$1.08M +$20.8K +661 +2%
EFL
168
ERn Financial LLC
Wisconsin
$1.04M -$36.6K -1,163 -3%
SC
169
Savant Capital
Illinois
$1.04M
DI
170
DFPG Investments
Utah
$1.03M -$355K -10,954 -26%
MSAM
171
Moloney Securities Asset Management
Missouri
$1.01M +$16.2K +515 +2%
NFC
172
Northeast Financial Consultants
Connecticut
$984K -$88.6K -2,817 -8%
KWM
173
Kingsview Wealth Management
Oregon
$958K -$1.39K -44 -0.1%
MHS
174
M Holdings Securities
Oregon
$953K -$43.1K -1,369 -4%
VAS
175
Vestmark Advisory Solutions
Massachusetts
$949K +$657K +20,903 +226%