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First Trust Value Line Dividend Fund

62 hedge funds and large institutions have $239M invested in First Trust Value Line Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
34
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.7M 2,087,889 -64,457 -3%
LPL Financial
2
LPL Financial
California
$28.7M 1,339,510 +64,445 +5%
U
3
UBS
Switzerland
$26.8M 1,250,149 +116,315 +10%
Wells Fargo
4
Wells Fargo
California
$24.8M 1,159,582 +49,782 +4%
Bank of America
5
Bank of America
North Carolina
$12.8M 599,949 +39,217 +7%
RCAG
6
Rehmann Capital Advisory Group
Michigan
$11.5M 539,330 +25,263 +5%
RJA
7
Raymond James & Associates
Florida
$11.2M 525,131 +76,084 +17%
Ameriprise
8
Ameriprise
Minnesota
$9.94M 462,922 -74,209 -14%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$9.44M 440,919 +39,304 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.22M 337,569 +75,214 +29%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.33M 249,047 -3,395 -1%
BTS
12
BB&T Securities
Virginia
$5.05M 23,603 +1,379 +6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.39M 158,493 +1,248 +0.8%
HFS
14
HL Financial Services
Kentucky
$2.86M 133,784 +3,818 +3%
CBB
15
Citizens Business Bank
California
$2.41M 112,414 +1,971 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.28M 106,351 +7,470 +8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$2.27M 106,169 -5,235 -5%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.97M 91,972 +6,851 +8%
OC
19
Oppenheimer & Co
New York
$1.87M 87,355 +441 +0.5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.86M 86,992 -234,955 -73%
Citigroup
21
Citigroup
New York
$1.53M 71,450 +2,314 +3%
Goldman Sachs
22
Goldman Sachs
New York
$1.24M 57,991 -763 -1%
AIM
23
Aspen Investment Management
Michigan
$1.24M 57,902 +3,430 +6%
BRWA
24
B. Riley Wealth Advisors
Florida
$1.05M 49,020 +7,410 +18%
FHC
25
First Heartland Consultants
Missouri
$1.02M 47,460 -1,439 -3%