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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 %
TCM
251
Triumph Capital Management
Colorado
$600K +$392 +10 +0.1%
CF
252
Centaurus Financial
California
$595K -$348K -8,871 -37%
Natixis Advisors
253
Natixis Advisors
Massachusetts
$551K -$17.9K -456 -3%
VCM
254
Virtue Capital Management
Tennessee
$523K +$523K +13,354 New
IWP
255
IAG Wealth Partners
Wisconsin
$520K +$21.6K +550 +4%
PPA
256
Parametric Portfolio Associates
Washington
$517K -$29.7K -757 -5%
V
257
Veritable
Delaware
$514K +$2K +51 +0.4%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$511K +$38.8K +991 +8%
RA
259
RFG Advisory
Alabama
$510K -$10.5K -268 -2%
GW
260
GW & Wade
Massachusetts
$508K
SWM
261
SeaCrest Wealth Management
New York
$493K -$7.69K -196 -2%
Bank of New York Mellon
262
Bank of New York Mellon
New York
$483K +$3.84K +98 +0.8%
CCA
263
Cadent Capital Advisors
Oklahoma
$483K +$95.8K +2,445 +25%
PWM
264
PRW Wealth Management
Massachusetts
$477K +$477K +12,176 New
JIP
265
Jaffetilchin Investment Partners
Florida
$474K -$67.3K -1,717 -12%
FC
266
Fulcrum Capital
Washington
$465K +$465K +11,851 New
CP
267
Camelot Portfolios
Ohio
$450K -$6.42K -164 -1%
AIC
268
Archer Investment Corporation
Indiana
$441K
MCCP
269
Mission Creek Capital Partners
California
$440K -$9.02K -230 -2%
Creative Planning
270
Creative Planning
Kansas
$435K -$28.9K -737 -6%
WCFA
271
Walkner Condon Financial Advisors
Wisconsin
$434K +$119K +3,038 +38%
BWA
272
Beam Wealth Advisors
Louisiana
$428K -$3.65K -93 -0.8%
PWM
273
Perigon Wealth Management
California
$398K -$62.6K -1,597 -14%
HFP
274
Holistic Financial Partners
Indiana
$398K +$6.08K +155 +2%
FIM
275
Freedom Investment Management
Connecticut
$394K +$31.5K +802 +9%