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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 %
WP
251
WealthShield Partners
North Carolina
$487K +$487K +13,910 New
Bank of New York Mellon
252
Bank of New York Mellon
New York
$467K +$15.6K +446 +3%
V
253
Veritable
Delaware
$454K -$7.79K -222 -2%
PPA
254
Parametric Portfolio Associates
Washington
$453K -$75.2K -2,144 -14%
AWA
255
Alta Wealth Advisors
Massachusetts
$445K +$445K +12,697 New
TIM
256
Total Investment Management
Arizona
$444K +$444K +12,651 New
PWM
257
Perigon Wealth Management
California
$442K -$134K -3,816 -23%
CS
258
Credit Suisse
Switzerland
$434K
Creative Planning
259
Creative Planning
Kansas
$419K -$245 -7 -0.1%
SFPG
260
Stonebridge Financial Planning Group
Florida
$412K -$126K -3,580 -23%
EWM
261
EPG Wealth Management
Georgia
$406K -$2.45K -70 -0.6%
SWM
262
SeaCrest Wealth Management
New York
$399K -$89.5K -2,554 -18%
MCCP
263
Mission Creek Capital Partners
California
$399K +$1.47K +42 +0.4%
AIC
264
Archer Investment Corporation
Indiana
$394K
SB
265
Strategic Blueprint
Georgia
$389K +$389K +11,106 New
CP
266
Camelot Portfolios
Ohio
$374K +$374K +10,664 New
M&T Bank
267
M&T Bank
New York
$370K -$55.7K -1,590 -13%
WT
268
Whittier Trust
California
$367K +$297K +8,477 +424%
LAM
269
LifePro Asset Management
California
$367K +$367K +10,454 New
WIA
270
Wealthstreet Investment Advisors
Texas
$363K -$114K -3,250 -24%
GT
271
Greenleaf Trust
Michigan
$359K
FFA
272
Founders Financial Alliance
North Carolina
$358K +$15.9K +457 +5%
WCFA
273
Walkner Condon Financial Advisors
Wisconsin
$356K -$79.4K -2,264 -18%
PFA
274
Pinnacle Family Advisors
Missouri
$353K +$353K +10,075 New
FAM
275
Formidable Asset Management
Ohio
$341K -$19.4K -561 -5%