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First Trust Value Line Dividend Fund

202 hedge funds and large institutions have $1.83B invested in First Trust Value Line Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 84 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+41
Holders Change %
+25.47%
% of All Funds
4.59%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
54
Increased
84
Reduced
33
Closed
13
Calls
$31K
Puts
Net Calls
+$31K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$47K
WIM
177
Westside Investment Management
California
$37.3K
BDWM
178
Brewin Dolphin Wealth Management
Ireland
$35.5K
AIM
179
Advantage Investment Management
Iowa
$35K -$93 -3 -0.3%
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$32K
NSIM
181
North Star Investment Management
Illinois
$29K +$29K +947 New
BCI
182
Brinker Capital Investments
Pennsylvania
$28K
MWM
183
MinichMacGregor Wealth Management
New York
$26K
TCOV
184
Trust Company of Vermont
Vermont
$23K
CAL
185
Capital Analysts LLC
Pennsylvania
$22K -$30.2K -976 -58%
CHC
186
City Holding Co
West Virginia
$22K +$22K +700 New
SEI Investments
187
SEI Investments
Pennsylvania
$21K +$8.46K +274 +67%
SFSIG
188
San Francisco Sentry Investment Group
California
$19K
CA
189
Crewe Advisors
Utah
$19K +$19K +630 New
PGWM
190
Parisi Gray Wealth Management
New Jersey
$17K +$17K +542 New
LNB
191
Ledyard National Bank
$16K
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$16K +$16K +529 New
JCM
193
Jacobi Capital Management
Pennsylvania
$12K
GEA
194
Glen Eagle Advisors
New Jersey
$6.48K
FHA
195
First Horizon Advisors
Tennessee
$6K +$6K +201 New
ME
196
McIlrath & Eck
Washington
$4K +$4K +140 New
CFA
197
Camarda Financial Advisors
Florida
$3K +$3K +83 New
AF
198
Advisornet Financial
Minnesota
$3K +$3K +99 New
MA
199
MCF Advisors
Kentucky
$2K
PCG
200
Private Capital Group
Connecticut
$15 +$15 +2,200 New