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First Trust Value Line Dividend Fund

332 hedge funds and large institutions have $5.27B invested in First Trust Value Line Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 29 closing their positions.

Holders
332
Holders Change
Holders Change %
0%
% of All Funds
6.72%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.57%
New
31
Increased
115
Reduced
148
Closed
29
Calls
Puts
$579K
Net Calls
-$579K
Net Calls Change
-$579K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.05B 33,322,478 -424,488 -1%
Bank of America
2
Bank of America
North Carolina
$485M 15,421,452 -147,369 -0.9%
LPL Financial
3
LPL Financial
California
$460M 14,615,686 -118,921 -0.8%
Wells Fargo
4
Wells Fargo
California
$297M 9,440,067 -66,480 -0.7%
UBS Group
5
UBS Group
Switzerland
$266M 8,448,678 -241,362 -3%
Ameriprise
6
Ameriprise
Minnesota
$262M 8,348,670 -814,476 -9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$215M 6,818,834 -349,947 -5%
RJA
8
Raymond James & Associates
Florida
$187M 5,933,423 +637,907 +12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$145M 4,610,807 +85,798 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$121M 3,880,312 -93,885 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$119M 3,769,823 +77,196 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$109M 3,449,968 +102,960 +3%
Stifel Financial
13
Stifel Financial
Missouri
$85.3M 2,709,883 -63,323 -2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$81.7M 2,596,072 +535,220 +26%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$79.2M 2,517,508 -58,196 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$70.7M 2,247,630 +115,519 +5%
Truist Financial
17
Truist Financial
North Carolina
$51.1M 1,623,052 -183,872 -10%
AAS
18
Avantax Advisory Services
Texas
$48.3M 1,534,804 +265,807 +21%
PAG
19
Private Advisor Group
New Jersey
$41.6M 1,326,174 +139,349 +12%
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$37.6M 1,193,926 -131,835 -10%
TC
21
Trilogy Capital
California
$35.8M 1,139,466 -18,749 -2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$35.1M 1,115,571 -51,380 -4%
KAS
23
Kestra Advisory Services
Texas
$34M 1,067,082 +1,067,082 New
Citigroup
24
Citigroup
New York
$25M 794,789 -43,177 -5%
HighTower Advisors
25
HighTower Advisors
Illinois
$23.6M 751,489 +33,348 +5%