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First Trust Value Line Dividend Fund

153 hedge funds and large institutions have $1.68B invested in First Trust Value Line Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
3.82%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
18
Increased
79
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$319M 10,913,455 +741,726 +7%
Bank of America
2
Bank of America
North Carolina
$165M 5,638,415 +670,714 +14%
LPL Financial
3
LPL Financial
California
$140M 4,778,151 +295,953 +7%
UBS Group
4
UBS Group
Switzerland
$133M 4,552,831 +966,073 +27%
Wells Fargo
5
Wells Fargo
California
$111M 3,781,220 -143,155 -4%
Citigroup
6
Citigroup
New York
$99.8M 3,411,768 +266,617 +8%
RJA
7
Raymond James & Associates
Florida
$72.7M 2,483,940 +458,511 +23%
Ameriprise
8
Ameriprise
Minnesota
$65.9M 2,250,733 +295,036 +15%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$52.5M 1,796,736 -43,552 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$40.5M 1,383,369 +113,036 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$33.3M 1,139,923 +292,499 +35%
MML Investors Services
12
MML Investors Services
Massachusetts
$26.3M 900,223 +61,373 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$25.5M 871,708 +106,294 +14%
AG
14
Advisor Group
Arizona
$23M 786,650 +186,528 +31%
SI
15
SII Investments
Wisconsin
$19.7M 673,825 +404,404 +150%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$18.6M 634,550 +74,381 +13%
BTS
17
BB&T Securities
Virginia
$17.2M 586,905 +525,311 +853%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$15.5M 531,294 -13,680 -3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$14.4M 491,067 +19,444 +4%
KA
20
Kovack Advisors
Florida
$12.9M 440,259 -7,204 -2%
Stifel Financial
21
Stifel Financial
Missouri
$10.7M 366,968 +123,925 +51%
AIM
22
Advantage Investment Management
Iowa
$10.7M 364,518 +14,259 +4%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$10.5M 361,861 -3,486 -1%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$10.3M 353,039 +61,400 +21%
CAN
25
Cetera Advisor Networks
California
$10.1M 345,958 +43,365 +14%