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First Trust Value Line Dividend Fund

205 hedge funds and large institutions have $1.84B invested in First Trust Value Line Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 20 closing their positions.

Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
16
Increased
75
Reduced
71
Closed
20
Calls
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$342M 11,292,182 +392,341 +4%
Bank of America
2
Bank of America
North Carolina
$181M 5,990,923 -151,894 -2%
LPL Financial
3
LPL Financial
California
$174M 5,752,742 -76,411 -1%
UBS Group
4
UBS Group
Switzerland
$119M 3,941,029 +114,223 +3%
Wells Fargo
5
Wells Fargo
California
$115M 3,805,907 -102,671 -3%
Ameriprise
6
Ameriprise
Minnesota
$107M 3,525,115 +444,235 +14%
CWM
7
Cornerstone Wealth Management
Missouri
$98.5M 2,979,419 +2,909,282 +4,148%
RJA
8
Raymond James & Associates
Florida
$78.9M 2,605,644 +49,963 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$66.5M 2,197,376 +601,592 +38%
NEPWA
10
New England Private Wealth Advisors
Massachusetts
$46.9M 1,547,293 -75,369 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$45.6M 1,506,418 -29,582 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$31.3M 1,033,445 +17,504 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$27.8M 918,170 +57,633 +7%
AG
14
Advisor Group
Arizona
$21.7M 717,316 -1,423 -0.2%
MML Investors Services
15
MML Investors Services
Massachusetts
$20.7M 682,545 -53,975 -7%
Stifel Financial
16
Stifel Financial
Missouri
$19.4M 641,580 -51,929 -7%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$16.9M 556,601 +85,803 +18%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.4M 474,224 -11,463 -2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$14M 467,921
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$11.4M 370,257 +1,684 +0.5%
HFS
21
HL Financial Services
Kentucky
$10.7M 351,738 +35,033 +11%
FAAS
22
First Allied Advisory Services
California
$10.6M 350,021 -61,582 -15%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$10.5M 346,883 -73,368 -17%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$9.4M 310,393 -35,363 -10%
CAN
25
Cetera Advisor Networks
California
$9.28M 306,155 +3,407 +1%