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First Trust Value Line Dividend Fund

463 hedge funds and large institutions have $8.23B invested in First Trust Value Line Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+66
Holders Change %
+16.62%
% of All Funds
7.15%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.85%
New
104
Increased
186
Reduced
115
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPW
226
Pinnacle Private Wealth
Massachusetts
$1.17M +$1.17M +27,195 New
IFWM
227
Institute for Wealth Management
Colorado
$1.16M
RIA
228
Regal Investment Advisors
Michigan
$1.16M +$191K +4,438 +20%
IAN
229
Integrated Advisors Network
Texas
$1.15M +$15.6K +362 +1%
CAG
230
Csenge Advisory Group
Florida
$1.13M +$10.5K +263 +0.9%
CIAS
231
Capital Investment Advisory Services
North Carolina
$1.11M -$2.41K -56 -0.2%
AWA
232
Alta Wealth Advisors
Massachusetts
$1.1M +$175K +4,074 +19%
BWP
233
Bernardo Wealth Planning
Pennsylvania
$1.08M +$109K +2,534 +11%
BDWM
234
Brewin Dolphin Wealth Management
Ireland
$1.08M +$238K +5,530 +28%
Mariner
235
Mariner
Kansas
$1.06M +$1.06M +24,711 New
SMC
236
Smith, Moore & Co
Missouri
$1.06M +$12.3K +285 +1%
AWA
237
Acorn Wealth Advisors
Michigan
$985K +$2.24K +52 +0.2%
SMA
238
Sage Mountain Advisors
Georgia
$973K -$130K -3,023 -12%
WH
239
Willner & Heller
California
$947K +$947K +24,156 New
RIA
240
Realta Investment Advisors
Delaware
$924K -$53.8K -1,249 -6%
AIP
241
Ahrens Investment Partners
Louisiana
$922K -$64.5K -1,500 -7%
LFG
242
Larson Financial Group
Missouri
$866K +$539K +12,517 +164%
CGFA
243
Colton Groome Financial Advisors
North Carolina
$861K -$15.1K -351 -2%
LWAC
244
Laurel Wealth Advisors (California)
California
$847K +$87.3K +2,029 +11%
AA
245
Advisory Alpha
Michigan
$845K -$143K -3,316 -14%
CWA
246
Clarus Wealth Advisors
Arizona
$844K +$118K +2,753 +16%
AWAP
247
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$811K +$26.4K +612 +3%
MOS
248
MGO One Seven
Ohio
$803K +$30.6K +710 +4%
BEI
249
Benjamin Edwards Inc
Missouri
$773K +$96.6K +2,243 +14%
EWA
250
Encompass Wealth Advisors
Oregon
$753K