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First Trust Value Line Dividend Fund

205 hedge funds and large institutions have $1.84B invested in First Trust Value Line Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
16
Increased
75
Reduced
71
Closed
20
Calls
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
201
IMA Advisory Services
Colorado
$4K +$4K +123 New
ACM
202
Aviance Capital Management
Florida
$3K -$10.5M -363,327 -100%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$3K
NA
204
NewEdge Advisors
Louisiana
$511 +$157 +5,179 +44%
MIAN
205
Mariner Independent Advisor Network
Kansas
-$4.65M -155,726 Closed
Citadel Advisors
206
Citadel Advisors
Florida
-$2.07M -69,143 Closed
VF
207
Virtu Financial
New York
-$800K -26,778 Closed
PWA
208
Peterson Wealth Advisors
Utah
-$737K -24,671 Closed
Bank of New York Mellon
209
Bank of New York Mellon
New York
-$719K -24,064 Closed
SG Americas Securities
210
SG Americas Securities
New York
-$503K -16,829 Closed
BRF
211
B. Riley Financial
California
-$502K -16,786 Closed
HPC
212
Hobart Private Capital
North Carolina
-$494K -16,534 Closed
TH
213
Timber Hill
Connecticut
-$275K -9,207 Closed
CA
214
Calton & Associates
Florida
-$244K -8,162 Closed
PMG
215
ProVise Management Group
Florida
-$241K -8,078 Closed
WSTAM
216
Wilbanks Smith & Thomas Asset Management
Virginia
-$210K -7,040 Closed
CBB
217
Citizens Business Bank
California
-$205K -6,869 Closed
HFP
218
Holistic Financial Partners
Indiana
-$109K -3,643 Closed
LF
219
Lee Financial
Texas
-$96K -3,226 Closed
CCA
220
Clearwater Capital Advisors
Illinois
-$78K -2,594 Closed
KPCM
221
Kings Point Capital Management
New York
-$41K -1,365 Closed
IFAM
222
Institutional & Family Asset Management
Colorado
-$31K -1,030 Closed
APP
223
Avantax Planning Partners
Iowa
-$19K -635 Closed
WCM
224
Whitener Capital Management
North Carolina
-$1K -49 Closed