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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 %
SFPG
276
Stonebridge Financial Planning Group
Florida
$379K +$4.58K +110 +1%
Bessemer Group
277
Bessemer Group
New Jersey
$373K +$343K +8,770 +1,162%
F
278
F3Logic
Minnesota
$372K +$10.6K +270 +3%
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$365K +$26.8K +685 +8%
VFM
280
Vivid Financial Management
California
$364K +$8.19K +209 +2%
FFA
281
Founders Financial Alliance
North Carolina
$355K +$3.45K +88 +1%
PFA
282
Pinnacle Family Advisors
Missouri
$352K -$31K -791 -8%
CWC
283
Carolinas Wealth Consulting
North Carolina
$347K +$196 +5 +0.1%
SWMG
284
Signature Wealth Management Group
Georgia
$337K
RFN
285
RDA Financial Network
Iowa
$329K
LSA
286
Lion Street Advisors
Texas
$323K +$323K +8,254 New
AA
287
ACT Advisors
North Carolina
$318K +$1.22K +31 +0.4%
IWS
288
Insight Wealth Strategies
California
$312K -$78 -2 -0%
GT
289
Greenleaf Trust
Michigan
$310K
CAN
290
Claraphi Advisory Network
United States
$301K -$1.37K -35 -0.5%
BAM
291
Bellevue Asset Management
Washington
$300K
LFG
292
Larson Financial Group
Missouri
$298K -$2.27K -58 -0.8%
MNBTD
293
Moody National Bank Trust Division
Texas
$297K +$8.2K +209 +3%
RWM
294
Ritholtz Wealth Management
New York
$296K -$1.19M -30,259 -80%
PWA
295
Peterson Wealth Advisors
Utah
$292K
BMC
296
Beaton Management Company
Massachusetts
$283K
CAM
297
Concorde Asset Management
Michigan
$273K -$4.51K -115 -2%
AC
298
AWM Capital
Arizona
$267K +$267K +6,425 New
C
299
Certuity
Florida
$265K +$265K +6,761 New
IFG
300
Investors Financial Group
Minnesota
$260K -$18.2K -465 -7%