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First Trust Value Line Dividend Fund

332 hedge funds and large institutions have $5.1B invested in First Trust Value Line Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 119 reducing their positions, and 39 closing their positions.

Holders
332
Holders Change
-11
Holders Change %
-3.21%
% of All Funds
6.82%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.53%
New
30
Increased
144
Reduced
119
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.02B 33,746,966 -246,161 -0.7%
Bank of America
2
Bank of America
North Carolina
$472M 15,568,821 +1,488,321 +11%
LPL Financial
3
LPL Financial
California
$447M 14,734,607 -80,275 -0.5%
Wells Fargo
4
Wells Fargo
California
$288M 9,506,547 -249,358 -3%
Ameriprise
5
Ameriprise
Minnesota
$278M 9,163,146 +577,826 +7%
UBS Group
6
UBS Group
Switzerland
$263M 8,690,040 -838,550 -9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$217M 7,168,781 -1,003,329 -12%
RJA
8
Raymond James & Associates
Florida
$161M 5,295,516 -526,759 -9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$137M 4,525,009 +425,883 +10%
Osaic Holdings
10
Osaic Holdings
Arizona
$120M 3,974,197 +21,897 +0.6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$112M 3,692,627 -237,217 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$101M 3,347,008 +140,592 +4%
Stifel Financial
13
Stifel Financial
Missouri
$84.1M 2,773,206 +123,475 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$78.1M 2,575,704 -90,177 -3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$64.6M 2,132,111 +184,857 +9%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$62.5M 2,060,852 +1,470,532 +249%
Truist Financial
17
Truist Financial
North Carolina
$54.8M 1,806,924 -7,130 -0.4%
NEPWA
18
New England Private Wealth Advisors
Massachusetts
$40.2M 1,325,761 -350,811 -21%
AAS
19
Avantax Advisory Services
Texas
$38.5M 1,268,997 +14,909 +1%
TC
20
Trilogy Capital
California
$36.2M 1,158,215 -92 -0%
PAG
21
Private Advisor Group
New Jersey
$36M 1,186,825 +377,550 +47%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$35.4M 1,166,951 -338,648 -22%
AWM
23
AE Wealth Management
Kansas
$27.2M 896,372 +403,211 +82%
FAAS
24
First Allied Advisory Services
California
$26.2M 863,612 +77,048 +10%
SS
25
Simplicity Solutions
Minnesota
$25.5M 842,382 +426,066 +102%