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First Trust Value Line Dividend Fund

237 hedge funds and large institutions have $2.09B invested in First Trust Value Line Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
237
Holders Change
+33
Holders Change %
+16.18%
% of All Funds
5.29%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.25%
New
55
Increased
93
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$435M 14,958,599 +2,208,689 +17%
Bank of America
2
Bank of America
North Carolina
$198M 6,819,689 +713,110 +12%
LPL Financial
3
LPL Financial
California
$189M 6,513,640 +560,747 +9%
Wells Fargo
4
Wells Fargo
California
$131M 4,510,473 +612,971 +16%
UBS Group
5
UBS Group
Switzerland
$118M 4,043,386 -181,945 -4%
Ameriprise
6
Ameriprise
Minnesota
$110M 3,793,749 +181,529 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$86.9M 2,986,944 +590,848 +25%
RJA
8
Raymond James & Associates
Florida
$80.1M 2,754,028 -5,551 -0.2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$52.2M 1,796,395 +1,345,263 +298%
NEPWA
10
New England Private Wealth Advisors
Massachusetts
$45.3M 1,557,946 +15,937 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$44.7M 1,537,802 +67,804 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$41M 1,410,568 +271,646 +24%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$31.8M 1,093,267 +98,063 +10%
AG
14
Advisor Group
Arizona
$29.7M 1,020,672 +42,634 +4%
Stifel Financial
15
Stifel Financial
Missouri
$28.4M 975,709 +359,403 +58%
MML Investors Services
16
MML Investors Services
Massachusetts
$27.5M 945,163 +243,258 +35%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$19.8M 681,620 +18,378 +3%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$17.1M 586,631 +516,112 +732%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$15.8M 542,915 +239,281 +79%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$14.2M 489,595 +19,473 +4%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$12.8M 416,837 +54,201 +15%
MIC
22
Means Investment Company
Maine
$12.7M 436,172 +436,172 New
BTS
23
BB&T Securities
Virginia
$12.7M 435,305 +138,265 +47%
ARG
24
Advisory Resource Group
Oklahoma
$12.7M 435,161 +435,161 New
US Bancorp
25
US Bancorp
Minnesota
$12.3M 423,828 +107,599 +34%