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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 %
BEI
251
Benjamin Edwards Inc
Missouri
$604K +$1.55K +39 +0.3%
Natixis Advisors
252
Natixis Advisors
Massachusetts
$577K +$577K +14,511 New
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
$576K +$576K +14,489 New
WP
254
WealthShield Partners
North Carolina
$566K -$3.38K -85 -0.6%
FTUS
255
Flow Traders U.S.
New York
$562K +$562K +14,129 New
SFSIG
256
San Francisco Sentry Investment Group
California
$556K +$5.17K +130 +0.9%
PPA
257
Parametric Portfolio Associates
Washington
$555K +$36.4K +915 +7%
JIP
258
Jaffetilchin Investment Partners
Florida
$549K -$91.3K -2,295 -14%
RA
259
RFG Advisory
Alabama
$529K -$8K -201 -1%
IF
260
Intrua Financial
Texas
$525K -$4.25K -103 -0.8%
V
261
Veritable
Delaware
$519K +$2.5K +63 +0.5%
GW
262
GW & Wade
Massachusetts
$515K
SWM
263
SeaCrest Wealth Management
New York
$507K +$67K +1,686 +15%
IWP
264
IAG Wealth Partners
Wisconsin
$506K -$32.2K -809 -6%
Bank of New York Mellon
265
Bank of New York Mellon
New York
$486K +$22.9K +575 +5%
HCIA
266
Hochman Cole Investment Advisors
Illinois
$482K +$482K +12,115 New
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$479K +$3.14K +79 +0.7%
Lido Advisors
268
Lido Advisors
California
$473K +$19.8K +498 +4%
Creative Planning
269
Creative Planning
Kansas
$471K -$161K -4,058 -26%
PWM
270
Perigon Wealth Management
California
$468K
CP
271
Camelot Portfolios
Ohio
$464K -$70.9K -1,782 -13%
MCCP
272
Mission Creek Capital Partners
California
$455K +$1.35K +34 +0.3%
AIC
273
Archer Investment Corporation
Indiana
$447K
BWA
274
Beam Wealth Advisors
Louisiana
$437K +$358 +9 +0.1%
HFP
275
Holistic Financial Partners
Indiana
$397K +$13K +328 +3%