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First Trust Value Line Dividend Fund

256 hedge funds and large institutions have $2.7B invested in First Trust Value Line Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
38
Increased
120
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$513M 15,795,698 +837,099 +6%
Bank of America
2
Bank of America
North Carolina
$269M 8,277,994 +1,458,305 +21%
LPL Financial
3
LPL Financial
California
$257M 7,905,375 +1,391,735 +21%
Wells Fargo
4
Wells Fargo
California
$169M 5,216,362 +705,889 +16%
UBS Group
5
UBS Group
Switzerland
$159M 4,906,053 +862,667 +21%
Ameriprise
6
Ameriprise
Minnesota
$141M 4,342,020 +548,271 +14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$111M 3,432,711 +445,767 +15%
RJA
8
Raymond James & Associates
Florida
$102M 3,138,708 +384,680 +14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$56.7M 1,745,260 +207,458 +13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$54.2M 1,669,991 +259,423 +18%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$52.8M 1,625,096 -171,299 -10%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$51.6M 1,588,265 +30,319 +2%
AG
13
Advisor Group
Arizona
$46.6M 1,434,479 +413,807 +41%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$43.7M 1,346,441 +253,174 +23%
Stifel Financial
15
Stifel Financial
Missouri
$33.6M 1,034,075 +58,366 +6%
BTS
16
BB&T Securities
Virginia
$27M 831,486 +396,181 +91%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$26.8M 824,106 +281,191 +52%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$26M 801,515 +119,895 +18%
MML Investors Services
19
MML Investors Services
Massachusetts
$22.9M 705,822 -239,341 -25%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$19.8M 610,483 +23,852 +4%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$19.8M 610,283 +120,688 +25%
MIC
22
Means Investment Company
Maine
$16M 491,509 +55,337 +13%
US Bancorp
23
US Bancorp
Minnesota
$15.6M 480,446 +56,618 +13%
SPC
24
Sigma Planning Corp
Michigan
$13.2M 407,713 +158,854 +64%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$13.2M 406,895 +165,433 +69%