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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 %
BMC
301
Beaton Management Company
Massachusetts
$288K
IFG
302
Investors Financial Group
Minnesota
$283K +$1.99K +50 +0.7%
CAM
303
Concorde Asset Management
Michigan
$281K -$12.2K -307 -4%
WF
304
Williams Financial
Vermont
$278K
VCM
305
Vigilant Capital Management
Maine
$275K
DWMG
306
DB Wealth Management Group
California
$265K -$11.4K -286 -4%
HNB
307
Huntington National Bank
Ohio
$257K -$206K
HB
308
Homrich & Berg
Georgia
$251K +$478 +12 +0.2%
BlackRock
309
BlackRock
New York
$242K -$437 -11 -0.2%
WW
310
Waterfront Wealth
Kansas
$237K +$9.94K +250 +4%
CAS
311
Cascadia Advisory Services
Oregon
$234K +$234K +5,873 New
CB
312
Commerce Bank
Missouri
$231K -$87.7K -2,200 -28%
SMF
313
Sterling Manor Financial
New York
$229K
MWM
314
Maltin Wealth Management
New Jersey
$223K
DT
315
Diversified Trust
Tennessee
$220K +$220K +5,524 New
FNBTCON
316
First National Bank & Trust Co of Newtown
Pennsylvania
$215K
VHAM
317
Van Hulzen Asset Management
California
$210K
ARC
318
Advisor Resource Council
Texas
$209K +$209K +5,259 New
OPW
319
Oxler Private Wealth
New York
$204K +$204K +5,132 New
1WM
320
1900 Wealth Management
Texas
$202K +$202K +5,087 New
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$183K +$358 +9 +0.2%
EWM
322
Endurance Wealth Management
Rhode Island
$176K
HWM
323
Holloway Wealth Management
Florida
$176K -$227K
CAL
324
Capital Analysts LLC
Pennsylvania
$164K -$11.9K -298 -7%
LAS
325
Lloyd Advisory Services
Georgia
$131K -$53.3K -1,339 -29%