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First Trust Value Line Dividend Fund

404 hedge funds and large institutions have $6.89B invested in First Trust Value Line Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 173 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+18
Holders Change %
+4.66%
% of All Funds
7.11%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.76%
New
50
Increased
173
Reduced
127
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCFA
276
Walkner Condon Financial Advisors
Wisconsin
$409K +$23.2K +611 +6%
WIA
277
Wealthstreet Investment Advisors
Texas
$393K
Belvedere Trading
278
Belvedere Trading
Illinois
$393K +$393K +10,336 New
CCA
279
Cadent Capital Advisors
Oklahoma
$375K +$50.3K +1,324 +15%
HFP
280
Holistic Financial Partners
Indiana
$367K +$42.8K +1,126 +13%
SFPG
281
Stonebridge Financial Planning Group
Florida
$363K -$90.9K -2,353 -20%
FMBTD
282
First Midwest Bank Trust Division
Illinois
$357K
GT
283
Greenleaf Trust
Michigan
$342K -$47.5K -1,250 -12%
FIM
284
Freedom Investment Management
Connecticut
$342K +$29.5K +775 +9%
VFM
285
Vivid Financial Management
California
$338K
FFA
286
Founders Financial Alliance
North Carolina
$336K -$77.1K -1,914 -19%
RFN
287
RDA Financial Network
Iowa
$334K -$19K -500 -5%
UFA
288
US Financial Advisors
Massachusetts
$332K
SWMG
289
Signature Wealth Management Group
Georgia
$326K
TFS
290
TrustCore Financial Services
Tennessee
$321K -$255K -6,710 -44%
AA
291
ACT Advisors
North Carolina
$315K +$1.41K +36 +0.4%
SWA
292
Stratos Wealth Advisors
Ohio
$313K +$69.2K +1,820 +28%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$308K +$22.8K +600 +8%
MNBTD
294
Moody National Bank Trust Division
Texas
$307K +$38.3K +1,007 +14%
CB
295
Commerce Bank
Missouri
$303K +$303K +7,997 New
IWS
296
Insight Wealth Strategies
California
$301K -$2.09K -55 -0.7%
LFG
297
Larson Financial Group
Missouri
$293K -$4.79K -126 -2%
IAN
298
Integrated Advisors Network
Texas
$291K +$291K +7,652 New
CAN
299
Claraphi Advisory Network
United States
$290K +$290K +7,627 New
BAM
300
Bellevue Asset Management
Washington
$289K