First Trust Value Line Dividend Fund
211 hedge funds and large institutions have $1.72B invested in First Trust Value Line Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+9
Holders Change %
+4.46%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
27
Increased
83
Reduced
72
Closed
16
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.18M
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$14.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.35M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$8M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$7.74M |
| 5 |
LWS
Lucia Wealth Services
San Diego,
California
|
+$5.72M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$24.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$15.1M |
| 3 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$11.2M |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$10.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.49M |
