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First Trust Value Line Dividend Fund

404 hedge funds and large institutions have $6.89B invested in First Trust Value Line Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 173 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+18
Holders Change %
+4.66%
% of All Funds
7.11%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.76%
New
50
Increased
173
Reduced
127
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWS
226
Newport Wealth Strategies
California
$787K
SMC
227
Smith, Moore & Co
Missouri
$756K +$198K +5,213 +35%
AWAP
228
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$735K -$549K -14,463 -43%
OPA
229
Old Port Advisors
Maine
$733K -$17K -447 -2%
CGFA
230
Colton Groome Financial Advisors
North Carolina
$714K -$316K -8,307 -31%
EWA
231
Encompass Wealth Advisors
Oregon
$697K
FA
232
FMA Advisory
Pennsylvania
$685K -$31K -817 -4%
GWSG
233
GPS Wealth Strategies Group
Colorado
$680K -$53.1K -1,400 -7%
SFG
234
StrategIQ Financial Group
Indiana
$676K -$11.1K -292 -2%
MMHP
235
Murphy Middleton Hinkle & Parker
Georgia
$669K +$835 +22 +0.1%
CWA
236
Clarus Wealth Advisors
Arizona
$660K +$21.5K +558 +3%
SWM
237
Shakespeare Wealth Management
Wisconsin
$651K -$13.7K -362 -2%
CRWM
238
Castle Rock Wealth Management
California
$640K +$15.3K +390 +2%
CWS
239
Cypress Wealth Services
California
$636K -$16K -420 -2%
BCM
240
BTC Capital Management
Iowa
$624K +$624K +16,428 New
BDWM
241
Brewin Dolphin Wealth Management
Ireland
$623K +$79.8K +2,100 +15%
CS
242
Capital Square
Tennessee
$612K +$49.4K +1,281 +9%
JIP
243
Jaffetilchin Investment Partners
Florida
$611K -$114K -2,993 -16%
Creative Planning
244
Creative Planning
Kansas
$604K +$150K +3,947 +33%
CG
245
Caprock Group
Idaho
$599K -$11.2K -294 -2%
HSA
246
HBK Sorce Advisory
Pennsylvania
$595K -$31.9K -838 -5%
MIM
247
MTM Investment Management
South Carolina
$595K
TWM
248
TriaGen Wealth Management
California
$594K
BEI
249
Benjamin Edwards Inc
Missouri
$575K +$227K +5,973 +65%
AWA
250
Alta Wealth Advisors
Massachusetts
$555K +$72.6K +1,910 +15%