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First Trust Value Line Dividend Fund

256 hedge funds and large institutions have $2.7B invested in First Trust Value Line Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
38
Increased
120
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
201
Eukles Asset Management
Ohio
$80K
FGAM
202
Financial Gravity Asset Management
Texas
$79K +$79K +2,407 New
NC
203
NewSquare Capital
Pennsylvania
$75K
VNA
204
Valley National Advisers
Pennsylvania
$71K
CCM
205
Cribstone Capital Management
Maine
$70K -$4.85K -150 -6%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$70K
GRP
207
Global Retirement Partners
California
$67K +$23.8K +735 +55%
AF
208
Advisornet Financial
Minnesota
$66K +$13.9K +432 +27%
WT
209
Whittier Trust
California
$65K
LHC
210
Little House Capital
Massachusetts
$64K +$64K +2,000 New
PA
211
Parallel Advisors
California
$60K +$60K +1,844 New
JCM
212
Jacobi Capital Management
Pennsylvania
$46K +$227 +7 +0.5%
WCM
213
WealthBridge Capital Management
Ohio
$43K
FHA
214
Flagship Harbor Advisors
Massachusetts
$41K -$3.22K -100 -7%
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$40K +$6.38K +197 +19%
CAM
216
Cresset Asset Management
Illinois
$40K +$40K +1,229 New
WEC
217
Winslow Evans & Crocker
Massachusetts
$36K
WTC
218
WhitTier Trust Company
Nevada
$32K
CCM
219
Covington Capital Management
California
$32K
NSIM
220
North Star Investment Management
Illinois
$31K +$33 +1 +0.1%
RFC
221
Regions Financial Corp
Alabama
$29K
CFB
222
Cullen/Frost Bankers
Texas
$29K +$29K +895 New
AIP
223
Ameritas Investment Partners
Nebraska
$26K +$26K +812 New
TCOV
224
Trust Company of Vermont
Vermont
$24K
PFP
225
Pinnacle Financial Partners
Tennessee
$24K +$24K +750 New