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First Trust Value Line Dividend Fund

161 hedge funds and large institutions have $1.68B invested in First Trust Value Line Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
19
Increased
66
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$325M 10,910,589 -2,866 -0%
Bank of America
2
Bank of America
North Carolina
$178M 5,987,011 +348,596 +6%
LPL Financial
3
LPL Financial
California
$151M 5,076,041 +297,890 +6%
UBS Group
4
UBS Group
Switzerland
$139M 4,669,160 +116,329 +3%
Wells Fargo
5
Wells Fargo
California
$108M 3,641,104 -140,116 -4%
Ameriprise
6
Ameriprise
Minnesota
$83.1M 2,778,021 +527,288 +23%
RJA
7
Raymond James & Associates
Florida
$78.5M 2,636,986 +153,046 +6%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$54.1M 1,817,266 +20,530 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$45.1M 1,516,630 +133,261 +10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$37.7M 1,267,418 +127,495 +11%
Citigroup
11
Citigroup
New York
$29M 974,525 -2,437,243 -71%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$28.1M 943,199 +71,491 +8%
MML Investors Services
13
MML Investors Services
Massachusetts
$25.7M 863,863 -36,360 -4%
AG
14
Advisor Group
Arizona
$20.9M 703,348 -83,302 -11%
SI
15
SII Investments
Wisconsin
$20.9M 700,969 +27,144 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$20.6M 692,358 +57,808 +9%
RCAG
17
Rehmann Capital Advisory Group
Michigan
$15.5M 519,373 -11,921 -2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$13.8M 462,355 -28,712 -6%
ACM
19
Aviance Capital Management
Florida
$12.8M 429,099 +429,099 New
KA
20
Kovack Advisors
Florida
$12.3M 412,053 -28,206 -6%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$12.2M 411,667 +58,628 +17%
Stifel Financial
22
Stifel Financial
Missouri
$11.1M 372,895 +5,927 +2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$10.9M 362,991 +1,130 +0.3%
CAN
24
Cetera Advisor Networks
California
$10.3M 345,354 -604 -0.2%
FAAS
25
First Allied Advisory Services
California
$10.1M 340,534 +9,489 +3%