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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 %
NSIM
176
North Star Investment Management
Illinois
$30K +$32 +1 +0.1%
BCI
177
Brinker Capital Investments
Pennsylvania
$28K -$20.4K -649 -42%
RFC
178
Regions Financial Corp
Alabama
$28K -$10.6K -342 -28%
MWM
179
MinichMacGregor Wealth Management
New York
$26K
PFP
180
Pinnacle Financial Partners
Tennessee
$24K
TCOV
181
Trust Company of Vermont
Vermont
$23K
CHC
182
City Holding Co
West Virginia
$22K
NFG
183
Next Financial Group
Texas
$21K -$308K -9,892 -94%
CAL
184
Capital Analysts LLC
Pennsylvania
$21K -$22.5K -710 -52%
SFSIG
185
San Francisco Sentry Investment Group
California
$19K
LNB
186
Ledyard National Bank
$17K
DWM
187
Destination Wealth Management
California
$16K +$16K +500 New
PCG
188
Private Capital Group
Connecticut
$15K
APP
189
Avantax Planning Partners
Iowa
$14K +$14K +429 New
FHA
190
First Horizon Advisors
Tennessee
$12K -$5.04K -171 -30%
ML
191
McAdam LLC
Pennsylvania
$9K
JA
192
JOYN Advisors
Georgia
$9K +$9K +277 New
SIS
193
Sound Income Strategies
Florida
$7K
GEA
194
Glen Eagle Advisors
New Jersey
$6.64K
ACM
195
Aviance Capital Management
Florida
$5K +$1.36K +39 +38%
BlackRock
196
BlackRock
New York
$5K +$4.51K +139 +927%
CA
197
Crewe Advisors
Utah
$4K -$15.1K -498 -79%
ME
198
McIlrath & Eck
Washington
$4K
AIM
199
Advantage Investment Management
Iowa
$2K -$20.5K -563 -91%
OIA
200
OneDigital Investment Advisors
Kansas
$2K +$2K +57 New