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First Trust Value Line Dividend Fund

348 hedge funds and large institutions have $5.56B invested in First Trust Value Line Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 175 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+61
Holders Change %
+21.25%
% of All Funds
6.87%
Holding in Top 10
41
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+86.36%
% of All Funds
0.81%
New
84
Increased
175
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
201
Shakespeare Wealth Management
Wisconsin
$743K -$80.6K -2,236 -10%
CWA
202
Clarus Wealth Advisors
Arizona
$728K -$53.2K -1,481 -7%
RJT
203
Raymond James Trust
Florida
$728K +$30.6K +850 +4%
CAN
204
Claraphi Advisory Network
United States
$707K +$55.6K +1,543 +9%
IFG
205
Investors Financial Group
Minnesota
$703K +$703K +19,504 New
OMC
206
Old Mission Capital
Illinois
$699K +$699K +19,402 New
SIG
207
Sargent Investment Group
Maryland
$686K +$69K +1,913 +11%
NA
208
NewEdge Advisors
Louisiana
$685K -$8.28K -230 -1%
WWM
209
WT Wealth Management
Arizona
$669K +$11.5K +319 +2%
SFPG
210
Stonebridge Financial Planning Group
Florida
$667K +$667K +18,522 New
Fidelity Investments
211
Fidelity Investments
Massachusetts
$665K +$251K +6,976 +61%
CRWM
212
Castle Rock Wealth Management
California
$659K
SF
213
Synovus Financial
Georgia
$657K +$477K +13,237 +265%
MMHP
214
Murphy Middleton Hinkle & Parker
Georgia
$645K +$1.01K +28 +0.2%
MOS
215
MGO One Seven
Ohio
$640K +$640K +17,780 New
Bank of New York Mellon
216
Bank of New York Mellon
New York
$637K -$166K -4,611 -21%
BEI
217
Benjamin Edwards Inc
Missouri
$627K -$1.41K -39 -0.2%
OIA
218
Optimum Investment Advisors
Illinois
$627K +$6.09K +169 +1%
BFG
219
Barber Financial Group
Kansas
$621K +$50.5K +1,402 +9%
PPA
220
Parametric Portfolio Associates
Washington
$621K +$125K +3,473 +25%
GT
221
Greenleaf Trust
Michigan
$619K -$16.5K -457 -3%
CIAS
222
Capital Investment Advisory Services
North Carolina
$613K +$27.4K +760 +5%
Creative Planning
223
Creative Planning
Kansas
$611K -$17.9K -497 -3%
MSAM
224
Moloney Securities Asset Management
Missouri
$602K +$602K +16,712 New
CPIG
225
Chicago Partners Investment Group
Illinois
$596K