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First Trust Value Line Dividend Fund

386 hedge funds and large institutions have $6.2B invested in First Trust Value Line Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 150 increasing their positions, 116 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+54
Holders Change %
+16.27%
% of All Funds
6.85%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.64%
New
79
Increased
150
Reduced
116
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWS
226
Newport Wealth Strategies
California
$652K
IFG
227
Investors Financial Group
Minnesota
$639K +$24.8K +708 +4%
SFG
228
StrategIQ Financial Group
Indiana
$634K +$4.98K +142 +0.8%
MMHP
229
Murphy Middleton Hinkle & Parker
Georgia
$617K +$982 +28 +0.2%
SWM
230
Shakespeare Wealth Management
Wisconsin
$614K -$53.4K -1,522 -8%
EWA
231
Encompass Wealth Advisors
Oregon
$614K +$614K +17,500 New
IF
232
Intrua Financial
Texas
$611K +$386 +11 +0.1%
AW
233
ACG Wealth
Georgia
$608K +$26.1K +745 +4%
CWS
234
Cypress Wealth Services
California
$602K +$602K +17,156 New
RA
235
RFG Advisory
Alabama
$592K -$137K -3,853 -19%
CWA
236
Clarus Wealth Advisors
Arizona
$588K -$639 -18 -0.1%
HSA
237
HBK Sorce Advisory
Pennsylvania
$578K +$36.5K +1,042 +7%
CRWM
238
Castle Rock Wealth Management
California
$565K +$565K +15,930 New
CG
239
Caprock Group
Idaho
$563K +$53.3K +1,521 +10%
MIM
240
MTM Investment Management
South Carolina
$550K +$550K +15,679 New
TWM
241
TriaGen Wealth Management
California
$548K +$548K +15,633 New
BWA
242
Beam Wealth Advisors
Louisiana
$546K -$30.5K -869 -5%
TFS
243
TrustCore Financial Services
Tennessee
$532K -$925K -26,377 -63%
CAM
244
Concorde Asset Management
Michigan
$519K -$716K -20,410 -58%
SMC
245
Smith, Moore & Co
Missouri
$516K -$1.05K -30 -0.2%
CS
246
Capital Square
Tennessee
$511K -$8.44K -241 -2%
SFSIG
247
San Francisco Sentry Investment Group
California
$509K +$20.3K +580 +4%
BDWM
248
Brewin Dolphin Wealth Management
Ireland
$502K -$28.9K -825 -5%
IWP
249
IAG Wealth Partners
Wisconsin
$498K -$58.8K -1,675 -11%
SFP
250
Strategic Financial Partners
Oregon
$488K +$3.12K +89 +0.6%