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First Trust Value Line Dividend Fund

237 hedge funds and large institutions have $2.09B invested in First Trust Value Line Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+33
Holders Change %
+16.18%
% of All Funds
5.29%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.25%
New
55
Increased
93
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FGC
176
Financial Gravity Companies
Texas
$187K +$187K +6,022 New
BDWM
177
Brewin Dolphin Wealth Management
Ireland
$187K
BAM
178
Belpointe Asset Management
Nevada
$178K +$178K +6,130 New
SWM
179
SeaCrest Wealth Management
New York
$168K
CWA
180
Clarus Wealth Advisors
Arizona
$156K -$2.62K -90 -2%
SF
181
Synovus Financial
Georgia
$145K
EWM
182
Endurance Wealth Management
Rhode Island
$129K
QCIG
183
Quad-Cities Investment Group
Iowa
$124K +$148 +5 +0.1%
ESB
184
Essex Savings Bank
Connecticut
$106K +$106K +3,638 New
HNB
185
Huntington National Bank
Ohio
$89K -$109K
CIAS
186
Capital Investment Advisory Services
North Carolina
$86K +$86K +2,972 New
MOS
187
MGO One Seven
Ohio
$74K +$74K +2,562 New
EAM
188
Eukles Asset Management
Ohio
$71K +$71K +2,454 New
NC
189
NewSquare Capital
Pennsylvania
$67K
CCM
190
Cribstone Capital Management
Maine
$67K
VNA
191
Valley National Advisers
Pennsylvania
$64K
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$62K -$13.2K -455 -18%
WT
193
Whittier Trust
California
$58K
AF
194
Advisornet Financial
Minnesota
$47K +$7.46K +256 +19%
JCM
195
Jacobi Capital Management
Pennsylvania
$41K +$319 +11 +0.8%
PMFA
196
Plante Moran Financial Advisors
Michigan
$40K +$40K +1,374 New
FHA
197
Flagship Harbor Advisors
Massachusetts
$39K -$1.99K -70 -5%
GRP
198
Global Retirement Partners
California
$39K
WCM
199
WealthBridge Capital Management
Ohio
$38K +$38K +1,310 New
WIM
200
Westside Investment Management
California
$34.9K -$33.1K -1,139 -49%