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First Trust Value Line Dividend Fund

397 hedge funds and large institutions have $7.27B invested in First Trust Value Line Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-5
Holders Change %
-1.24%
% of All Funds
6.97%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.83%
New
26
Increased
188
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BDWM
226
Brewin Dolphin Wealth Management
Ireland
$763K
OPA
227
Old Port Advisors
Maine
$760K
CRWM
228
Castle Rock Wealth Management
California
$747K +$41.7K +1,000 +6%
MOS
229
MGO One Seven
Ohio
$739K -$180K -4,366 -20%
AWAP
230
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$714K -$36.9K -942 -5%
MMHP
231
Murphy Middleton Hinkle & Parker
Georgia
$692K +$745 +19 +0.1%
LWAC
232
Laurel Wealth Advisors (California)
California
$692K +$47.4K +1,210 +7%
Fidelity Investments
233
Fidelity Investments
Massachusetts
$689K +$75.7K +1,934 +12%
EWA
234
Encompass Wealth Advisors
Oregon
$686K
EIA
235
Eldridge Investment Advisors
New Hampshire
$674K -$91.9K -2,344 -12%
CWA
236
Clarus Wealth Advisors
Arizona
$672K -$4.73K -119 -0.7%
SFP
237
Strategic Financial Partners
Oregon
$664K +$52.8K +1,347 +9%
GRP
238
Global Retirement Partners
California
$646K -$118K -3,018 -15%
BCM
239
BTC Capital Management
Iowa
$644K
SWM
240
Shakespeare Wealth Management
Wisconsin
$643K -$9.04K -229 -1%
CAG
241
Curtis Advisory Group
California
$628K -$154K -3,932 -20%
CS
242
Capital Square
Tennessee
$626K -$51.1K -1,295 -8%
HSA
243
HBK Sorce Advisory
Pennsylvania
$625K +$13.3K +340 +2%
CG
244
Caprock Group
Idaho
$623K +$2.47K +63 +0.4%
BEI
245
Benjamin Edwards Inc
Missouri
$616K +$20.2K +515 +3%
MIM
246
MTM Investment Management
South Carolina
$615K
TWM
247
TriaGen Wealth Management
California
$613K
MC
248
Moors & Cabot
Massachusetts
$612K -$7.97K -203 -1%
IF
249
Intrua Financial
Texas
$610K +$89.2K +2,180 +17%
SFG
250
StrategIQ Financial Group
Indiana
$603K -$78.3K -1,998 -11%