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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 %
PFA
276
Plotkin Financial Advisors
Maryland
$630K -$341K -7,913 -35%
SWM
277
SeaCrest Wealth Management
New York
$623K +$82.5K +1,917 +15%
SWM
278
Shakespeare Wealth Management
Wisconsin
$619K -$81.7K -1,900 -12%
YIH
279
Y-Intercept (HK)
Hong Kong
$584K +$584K +13,572 New
GW
280
GW & Wade
Massachusetts
$573K +$15.7K +365 +3%
IWP
281
IAG Wealth Partners
Wisconsin
$567K -$3.66K -85 -0.6%
V
282
Veritable
Delaware
$567K +$3.05K +71 +0.5%
EIA
283
Eldridge Investment Advisors
New Hampshire
$547K -$193K -4,484 -26%
CCA
284
Cadent Capital Advisors
Oklahoma
$531K +$903 +21 +0.2%
SF
285
Synovus Financial
Georgia
$518K -$1.54M -35,781 -75%
PGWM
286
Pitti Group Wealth Management
New York
$512K +$512K +11,894 New
PWM
287
Perigon Wealth Management
California
$504K +$66.9K +1,555 +15%
IC
288
IEQ Capital
California
$499K +$499K +11,583 New
JIP
289
Jaffetilchin Investment Partners
Florida
$498K -$22.1K -514 -4%
RA
290
RFG Advisory
Alabama
$494K -$66.6K -1,548 -12%
LA
291
LexAurum Advisors
Kansas
$486K -$1.82M -42,220 -79%
AIC
292
Archer Investment Corporation
Indiana
$484K
Creative Planning
293
Creative Planning
Kansas
$480K +$1.85K +43 +0.4%
PWM
294
PRW Wealth Management
Massachusetts
$479K -$45.2K -1,050 -9%
MCCP
295
Mission Creek Capital Partners
California
$463K -$19.5K -454 -4%
IP
296
Ignite Planners
California
$455K +$455K +10,725 New
HFP
297
Holistic Financial Partners
Indiana
$454K +$17.6K +410 +4%
FIM
298
Freedom Investment Management
Connecticut
$448K +$16.1K +374 +4%
LAS
299
LWM Advisory Services
Florida
$418K +$418K +9,704 New
AWM
300
Apollon Wealth Management
South Carolina
$413K +$413K +9,602 New