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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 %
DWMG
301
DB Wealth Management Group
California
$259K -$2.27K -58 -0.9%
HB
302
Homrich & Berg
Georgia
$248K +$471 +12 +0.2%
WW
303
Waterfront Wealth
Kansas
$246K +$12K +305 +5%
CAS
304
Cascadia Advisory Services
Oregon
$246K +$15.5K +396 +7%
VCM
305
Vigilant Capital Management
Maine
$245K -$27K -687 -10%
ZIM
306
Zacks Investment Management
Illinois
$242K +$242K +6,181 New
BlackRock
307
BlackRock
New York
$238K
SMF
308
Sterling Manor Financial
New York
$226K
MWM
309
Maltin Wealth Management
New Jersey
$220K
HWM
310
Holloway Wealth Management
Florida
$218K -$176K
HNB
311
Huntington National Bank
Ohio
$213K -$257K
FNBTCON
312
First National Bank & Trust Co of Newtown
Pennsylvania
$212K
VHAM
313
Van Hulzen Asset Management
California
$204K -$2.94K -75 -1%
OPW
314
Oxler Private Wealth
New York
$201K
PWM
315
Purus Wealth Management
California
$201K +$201K +5,124 New
AWM
316
Avior Wealth Management
Nebraska
$200K +$165K +4,203 +464%
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$181K +$314 +8 +0.2%
EWM
318
Endurance Wealth Management
Rhode Island
$174K
CAL
319
Capital Analysts LLC
Pennsylvania
$162K +$118 +3 +0.1%
LAS
320
Lloyd Advisory Services
Georgia
$155K +$25.6K +651 +20%
TRCT
321
Tower Research Capital (TRC)
New York
$142K -$1.68M -43,105 -92%
FCA
322
FinTrust Capital Advisors
South Carolina
$142K +$93.3K +2,373 +191%
BAM
323
Belpointe Asset Management
Nevada
$140K +$19.4K +495 +16%
PA
324
PSI Advisors
Florida
$130K +$130K +3,319 New
WIM
325
Westside Investment Management
California
$119K