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First Trust Value Line Dividend Fund

343 hedge funds and large institutions have $4.64B invested in First Trust Value Line Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-5
Holders Change %
-1.44%
% of All Funds
7.58%
Holding in Top 10
35
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.63%
% of All Funds
0.77%
New
43
Increased
170
Reduced
97
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFM
176
Andesa Financial Management
Pennsylvania
$1.01M +$274K +9,907 +37%
AWA
177
Acorn Wealth Advisors
Michigan
$968K -$480K -17,241 -33%
CAM
178
Concorde Asset Management
Michigan
$958K +$99.7K +3,600 +12%
NFC
179
Northeast Financial Consultants
Connecticut
$937K +$6.45K +233 +0.7%
MSAM
180
Moloney Securities Asset Management
Missouri
$897K +$434K +15,691 +94%
IWC
181
Integrated Wealth Concepts
Massachusetts
$888K -$872K -31,492 -50%
MHS
182
M Holdings Securities
Oregon
$877K +$80K +2,889 +10%
Bank of New York Mellon
183
Bank of New York Mellon
New York
$868K +$378K +13,674 +77%
VWA
184
V Wealth Advisors
Kansas
$851K +$643K +23,234 +309%
SFPG
185
Stonebridge Financial Planning Group
Florida
$818K +$276K +9,416 +51%
FHA
186
Flagship Harbor Advisors
Massachusetts
$807K +$59.3K +2,142 +8%
MC
187
Moors & Cabot
Massachusetts
$799K -$17.5K -628 -2%
CFA
188
Cahill Financial Advisors
Minnesota
$766K -$79.2K -2,860 -9%
SIG
189
Sargent Investment Group
Maryland
$741K +$214K +7,749 +41%
JA
190
JOYN Advisors
Georgia
$740K +$158K +5,723 +27%
CPIG
191
Chicago Partners Investment Group
Illinois
$701K +$215K +7,240 +44%
FFG
192
Ford Financial Group
California
$689K +$13.3K +481 +2%
BAAM
193
Baker Avenue Asset Management
California
$676K -$4.86M -175,702 -88%
TSS
194
Two Sigma Securities
New York
$662K -$1.83K -66 -0.3%
SFG
195
StrategIQ Financial Group
Indiana
$659K -$27.3K -988 -4%
SPI
196
Santori & Peters Inc
Pennsylvania
$623K +$13.1K +473 +2%
NWS
197
Newport Wealth Strategies
California
$621K -$53K -1,769 -8%
PV
198
Private Vista
Illinois
$606K +$606K +21,894 New
CIBC World Market
199
CIBC World Market
Ontario, Canada
$598K -$164K -5,904 -21%
NA
200
NewEdge Advisors
Louisiana
$589K +$61.7K +2,228 +12%