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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 %
CAG
251
Curtis Advisory Group
California
$748K +$59.1K +1,374 +9%
MMHP
252
Murphy Middleton Hinkle & Parker
Georgia
$730K -$29.6K -688 -4%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$723K +$162K +3,754 +29%
SFP
254
Strategic Financial Partners
Oregon
$717K -$11.4K -265 -2%
MSAM
255
Moloney Securities Asset Management
Missouri
$711K -$1.6M -37,226 -69%
Fidelity Investments
256
Fidelity Investments
Massachusetts
$709K -$48.4K -1,124 -6%
BCM
257
BTC Capital Management
Iowa
$707K
CA
258
Continuum Advisory
Idaho
$707K +$707K +16,415 New
PA
259
PSI Advisors
Florida
$703K +$560K +13,025 +392%
CS
260
Capital Square
Tennessee
$700K +$21K +492 +3%
OPA
261
Old Port Advisors
Maine
$696K -$120K -2,790 -15%
MC
262
Moors & Cabot
Massachusetts
$695K +$23.7K +550 +4%
Bank of New York Mellon
263
Bank of New York Mellon
New York
$695K +$164K +3,820 +31%
CCG
264
Cypress Capital Group
Florida
$680K -$372K -8,642 -35%
HSA
265
HBK Sorce Advisory
Pennsylvania
$677K -$8.82K -205 -1%
MIM
266
MTM Investment Management
South Carolina
$675K
TWM
267
TriaGen Wealth Management
California
$673K
PWM
268
Purus Wealth Management
California
$666K +$445K +10,344 +202%
SFG
269
StrategIQ Financial Group
Indiana
$663K +$129 +3 +0%
CRWM
270
Castle Rock Wealth Management
California
$661K -$83K -2,000 -11%
CG
271
Caprock Group
Idaho
$650K -$34K -790 -5%
CF
272
Centaurus Financial
California
$644K -$9.08K -211 -1%
KWS
273
Keystone Wealth Services
California
$641K +$641K +14,900 New
ATPW
274
Ashton Thomas Private Wealth
Arizona
$634K +$634K +14,725 New
IF
275
Intrua Financial
Texas
$631K -$9.98K -232 -2%