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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 %
CRWM
201
Castle Rock Wealth Management
California
$591K
PWM
202
Perigon Wealth Management
California
$583K -$918K -30,267 -61%
SWM
203
Shakespeare Wealth Management
Wisconsin
$577K -$1.18K -39 -0.2%
BWA
204
Beam Wealth Advisors
Louisiana
$558K +$144K +4,690 +35%
CWS
205
Cypress Wealth Services
California
$558K +$260K +8,585 +87%
MMHP
206
Murphy Middleton Hinkle & Parker
Georgia
$545K +$970 +32 +0.2%
EWM
207
EPG Wealth Management
Georgia
$542K +$93.8K +3,090 +21%
William Blair & Company
208
William Blair & Company
Illinois
$534K +$534K +17,599 New
IFG
209
Investors Financial Group
Minnesota
$533K +$533K +17,576 New
CIAS
210
Capital Investment Advisory Services
North Carolina
$521K +$17K +560 +3%
CWA
211
Clarus Wealth Advisors
Arizona
$521K +$18.2K +599 +4%
Creative Planning
212
Creative Planning
Kansas
$504K +$66.3K +2,188 +15%
CSPIA
213
Cary Street Partners Investment Advisory
Virginia
$497K +$497K +16,409 New
IWP
214
IAG Wealth Partners
Wisconsin
$482K +$28.1K +924 +6%
SAM
215
SignalPoint Asset Management
Missouri
$480K +$141K +4,638 +41%
SMC
216
Smith, Moore & Co
Missouri
$474K +$101K +3,328 +27%
CS
217
Capital Square
Tennessee
$473K +$16.1K +533 +4%
PPA
218
Parametric Portfolio Associates
Washington
$454K +$2.37K +78 +0.5%
BDWM
219
Brewin Dolphin Wealth Management
Ireland
$448K +$15.2K +500 +4%
PFA
220
Plotkin Financial Advisors
Maryland
$447K -$3.38M -111,617 -88%
AWA
221
Arkadios Wealth Advisors
Georgia
$445K +$2.41K +78 +0.5%
SFSIG
222
San Francisco Sentry Investment Group
California
$441K +$61K +2,010 +16%
HSA
223
HBK Sorce Advisory
Pennsylvania
$438K -$334 -11 -0.1%
SWM
224
SeaCrest Wealth Management
New York
$436K +$100K +3,303 +30%
SFP
225
Strategic Financial Partners
Oregon
$434K -$33.1K -1,091 -7%