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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 %
CCA
276
Cadent Capital Advisors
Oklahoma
$393K +$318 +8 +0.1%
PFA
277
Pinnacle Family Advisors
Missouri
$389K -$77.1K -1,939 -17%
RIA
278
Regal Investment Advisors
Michigan
$378K +$378K +9,506 New
FMBTD
279
First Midwest Bank Trust Division
Illinois
$373K
KFS
280
Kelly Financial Services
Massachusetts
$372K +$363K +14,406 +3,894%
FIM
281
Freedom Investment Management
Connecticut
$368K +$9.83K +247 +3%
F
282
F3Logic
Minnesota
$367K +$110K +2,772 +43%
IAN
283
Integrated Advisors Network
Texas
$364K +$59.7K +1,501 +20%
SFPG
284
Stonebridge Financial Planning Group
Florida
$363K -$16.1K -400 -4%
VFM
285
Vivid Financial Management
California
$361K +$6.68K +168 +2%
SWA
286
Stratos Wealth Advisors
Ohio
$361K +$33.1K +831 +10%
FFA
287
Founders Financial Alliance
North Carolina
$358K +$25.4K +636 +8%
CWC
288
Carolinas Wealth Consulting
North Carolina
$352K +$101K +2,530 +40%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$343K +$20.7K +520 +6%
SWMG
290
Signature Wealth Management Group
Georgia
$342K
RFN
291
RDA Financial Network
Iowa
$334K -$15.9K -400 -5%
AA
292
ACT Advisors
North Carolina
$322K +$1.47K +37 +0.5%
WCFA
293
Walkner Condon Financial Advisors
Wisconsin
$321K -$108K -2,716 -25%
IWS
294
Insight Wealth Strategies
California
$316K +$675 +17 +0.2%
GT
295
Greenleaf Trust
Michigan
$314K -$43.5K -1,094 -12%
CAN
296
Claraphi Advisory Network
United States
$306K +$3.18K +80 +1%
LFG
297
Larson Financial Group
Missouri
$305K -$1.67K -42 -0.5%
BAM
298
Bellevue Asset Management
Washington
$302K
PWA
299
Peterson Wealth Advisors
Utah
$296K
MNBTD
300
Moody National Bank Trust Division
Texas
$293K -$28.7K -720 -9%