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First Trust Value Line Dividend Fund

259 hedge funds and large institutions have $3.3B invested in First Trust Value Line Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 135 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+3
Holders Change %
+1.17%
% of All Funds
5.63%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
31
Increased
135
Reduced
56
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
176
FDx Advisors
Illinois
$381K +$3.81K +113 +1%
Truist Financial
177
Truist Financial
North Carolina
$381K +$381K +11,307 New
WP
178
WealthPLAN Partners
Nebraska
$367K -$1.68K -50 -0.5%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$356K +$255K +7,558 +252%
LWS
180
Lucia Wealth Services
California
$352K -$44.9K -1,332 -11%
TC
181
TownSquare Capital
Utah
$341K +$341K +10,140 New
MWPCG
182
Measured Wealth Private Client Group
New Hampshire
$338K +$98.1K +2,910 +41%
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$312K
FMBTD
184
First Midwest Bank Trust Division
Illinois
$308K
FIM
185
Freedom Investment Management
Connecticut
$308K +$9.57K +284 +3%
SWMG
186
Signature Wealth Management Group
Georgia
$304K
HR
187
Hayden Royal
North Carolina
$301K +$301K +8,828 New
M&T Bank
188
M&T Bank
New York
$297K +$27.8K +824 +10%
AWA
189
Arete Wealth Advisors
Illinois
$294K
AI
190
Atria Investments
North Carolina
$288K +$288K +8,662 New
CWM
191
Concentrum Wealth Management
California
$285K
VAS
192
Vestmark Advisory Solutions
Massachusetts
$257K +$257K +7,631 New
BMC
193
Beaton Management Company
Massachusetts
$252K +$13.5K +400 +6%
SMC
194
Smith, Moore & Co
Missouri
$250K +$250K +7,399 New
CFD
195
Creative Financial Designs
Indiana
$235K -$8.79K -258 -4%
MCM
196
MAI Capital Management
Ohio
$233K +$21.4K +635 +10%
CFA
197
Carroll Financial Associates
North Carolina
$231K -$13.8K -410 -6%
DAS
198
Dynamic Advisor Solutions
Arizona
$226K +$541 +16 +0.2%
WP
199
WealthSource Partners
California
$223K +$223K +6,615 New
BDWM
200
Brewin Dolphin Wealth Management
Ireland
$217K