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First Trust Value Line Dividend Fund

402 hedge funds and large institutions have $7.28B invested in First Trust Value Line Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 182 increasing their positions, 119 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
7.02%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.68%
New
32
Increased
182
Reduced
119
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
226
Curtis Advisory Group
California
$793K -$1.59M -40,049 -67%
EIA
227
Eldridge Investment Advisors
New Hampshire
$777K -$557K -14,005 -42%
GRP
228
Global Retirement Partners
California
$775K -$889K -22,374 -53%
BDWM
229
Brewin Dolphin Wealth Management
Ireland
$774K +$122K +3,060 +19%
CCG
230
Cypress Capital Group
Florida
$771K +$771K +19,374 New
OPA
231
Old Port Advisors
Maine
$765K -$11.8K -293 -2%
AWAP
232
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$762K -$7.4K -186 -1%
AWA
233
Alta Wealth Advisors
Massachusetts
$719K +$138K +3,461 +24%
MMHP
234
Murphy Middleton Hinkle & Parker
Georgia
$702K +$876 +22 +0.1%
EWA
235
Encompass Wealth Advisors
Oregon
$695K
CRWM
236
Castle Rock Wealth Management
California
$694K +$24.6K +600 +4%
SFG
237
StrategIQ Financial Group
Indiana
$692K -$15.8K -397 -2%
CS
238
Capital Square
Tennessee
$689K +$51.8K +1,290 +8%
CWA
239
Clarus Wealth Advisors
Arizona
$687K -$3.99K -99 -0.6%
SWM
240
Shakespeare Wealth Management
Wisconsin
$676K -$25.4K -621 -4%
LWAC
241
Laurel Wealth Advisors (California)
California
$654K +$171K +4,307 +36%
BCM
242
BTC Capital Management
Iowa
$653K
TWM
243
TriaGen Wealth Management
California
$634K
CG
244
Caprock Group
Idaho
$630K +$2.98K +75 +0.5%
MC
245
Moors & Cabot
Massachusetts
$628K +$109K +2,748 +21%
MIM
246
MTM Investment Management
South Carolina
$624K
Fidelity Investments
247
Fidelity Investments
Massachusetts
$623K +$128K +3,212 +26%
HSA
248
HBK Sorce Advisory
Pennsylvania
$620K -$2.23K -56 -0.4%
SFP
249
Strategic Financial Partners
Oregon
$620K +$73.6K +1,849 +13%
TCM
250
Triumph Capital Management
Colorado
$616K +$616K +15,308 New