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First Trust Value Line Dividend Fund

332 hedge funds and large institutions have $5.1B invested in First Trust Value Line Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-11
Holders Change %
-3.21%
% of All Funds
6.82%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.53%
New
30
Increased
144
Reduced
119
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
176
Acorn Wealth Advisors
Michigan
$928K -$127K -4,172 -12%
KWM
177
Kingsview Wealth Management
Oregon
$924K -$1.85M -60,908 -67%
AIP
178
Ahrens Investment Partners
Louisiana
$922K -$545K -17,975 -37%
SFPG
179
Stonebridge Financial Planning Group
Florida
$905K +$51.4K +1,683 +6%
VWA
180
V Wealth Advisors
Kansas
$889K -$43.4K -1,430 -5%
IF
181
Intrua Financial
Texas
$886K +$886K +27,173 New
Bank of New York Mellon
182
Bank of New York Mellon
New York
$806K -$144K -4,756 -15%
SIG
183
Sargent Investment Group
Maryland
$804K -$9.42K -310 -1%
FFG
184
Ford Financial Group
California
$753K -$1.09K -36 -0.1%
MC
185
Moors & Cabot
Massachusetts
$748K -$123K -4,043 -14%
FHA
186
Flagship Harbor Advisors
Massachusetts
$742K -$142K -4,678 -16%
VFA
187
Voya Financial Advisors
Connecticut
$734K +$127K +4,220 +21%
SFG
188
StrategIQ Financial Group
Indiana
$711K -$10.9K -360 -2%
BAAM
189
Baker Avenue Asset Management
California
$707K -$33.5K -1,107 -5%
NA
190
NewEdge Advisors
Louisiana
$703K +$58.3K +1,924 +9%
RA
191
RFG Advisory
Alabama
$688K -$905K -29,832 -57%
SPI
192
Santori & Peters Inc
Pennsylvania
$687K +$4.64K +153 +0.7%
PV
193
Private Vista
Illinois
$668K +$4.52K +149 +0.7%
BEI
194
Benjamin Edwards Inc
Missouri
$649K +$55.5K +1,832 +9%
NWS
195
Newport Wealth Strategies
California
$628K
FA
196
FMA Advisory
Pennsylvania
$622K +$2.7K +89 +0.4%
MOS
197
MGO One Seven
Ohio
$616K +$68.4K +2,258 +12%
TC
198
TownSquare Capital
Utah
$605K -$531K -17,424 -47%
OPA
199
Old Port Advisors
Maine
$605K +$349K +11,506 +136%
CAG
200
Csenge Advisory Group
Florida
$603K +$603K +19,884 New