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First Trust Value Line Dividend Fund

259 hedge funds and large institutions have $3.3B invested in First Trust Value Line Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 135 increasing their positions, 56 reducing their positions, and 22 closing their positions.

Holders
259
Holders Change
+3
Holders Change %
+1.17%
% of All Funds
5.63%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
31
Increased
135
Reduced
56
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$616M 18,244,321 +2,448,623 +16%
Bank of America
2
Bank of America
North Carolina
$332M 9,838,575 +1,560,581 +19%
LPL Financial
3
LPL Financial
California
$308M 9,124,589 +1,219,214 +15%
UBS Group
4
UBS Group
Switzerland
$213M 6,320,609 +1,414,556 +29%
Wells Fargo
5
Wells Fargo
California
$206M 6,093,559 +877,197 +17%
Ameriprise
6
Ameriprise
Minnesota
$168M 4,972,468 +630,448 +15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$141M 4,167,430 +734,719 +21%
RJA
8
Raymond James & Associates
Florida
$118M 3,499,391 +360,683 +11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$79.3M 2,350,257 +604,997 +35%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$66.4M 1,968,043 +621,602 +46%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$65.9M 1,954,413 +284,422 +17%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$64.3M 1,904,747 +279,651 +17%
NEPWA
13
New England Private Wealth Advisors
Massachusetts
$57.7M 1,710,299 +122,034 +8%
AG
14
Advisor Group
Arizona
$52.8M 1,565,442 +130,963 +9%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$41.8M 1,238,684 +414,578 +50%
Stifel Financial
16
Stifel Financial
Missouri
$36.9M 1,095,340 +61,265 +6%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$31M 916,838 +306,555 +50%
BTS
18
BB&T Securities
Virginia
$26.3M 779,577 -51,909 -6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$25.9M 766,391 -35,124 -4%
MML Investors Services
20
MML Investors Services
Massachusetts
$23.4M 692,965 -12,857 -2%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$20.5M 608,076 -2,407 -0.4%
PFS
22
Prospera Financial Services
Texas
$17.3M 510,188 +510,188 New
MIC
23
Means Investment Company
Maine
$17.3M 507,672 +16,163 +3%
US Bancorp
24
US Bancorp
Minnesota
$16.7M 495,087 +14,641 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$16.2M 481,495 +74,600 +18%