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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 %
Bessemer Group
301
Bessemer Group
New Jersey
$410K
FFA
302
Founders Financial Alliance
North Carolina
$394K +$3.74K +87 +1%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$392K -$9.26K -215 -2%
LSA
304
Lion Street Advisors
Texas
$386K +$31.4K +730 +9%
C
305
CEDRUS
Colorado
$386K +$386K +8,965 New
CWC
306
Carolinas Wealth Consulting
North Carolina
$382K +$215 +5 +0.1%
VFM
307
Vivid Financial Management
California
$376K -$23.4K -544 -6%
PPA
308
Parametric Portfolio Associates
Washington
$372K -$196K -4,560 -35%
SWMG
309
Signature Wealth Management Group
Georgia
$370K
SFPG
310
Stonebridge Financial Planning Group
Florida
$368K -$9.97K -240 -3%
PP
311
PFS Partners
New Jersey
$365K +$365K +8,479 New
RFN
312
RDA Financial Network
Iowa
$361K
GPA
313
Guerra Pan Advisors
New Jersey
$359K +$359K +8,343 New
BF
314
BOK Financial
Oklahoma
$355K +$355K +8,258 New
PFA
315
Pinnacle Family Advisors
Missouri
$348K -$39.1K -908 -10%
GT
316
Greenleaf Trust
Michigan
$341K +$861 +20 +0.3%
SCFS
317
S.C. Financial Services
Arizona
$339K +$339K +7,876 New
RWM
318
Ritholtz Wealth Management
New York
$336K +$10.8K +252 +3%
WFA
319
WMG Financial Advisors
Tennessee
$332K +$332K +7,711 New
SI
320
Saxon Interests
Texas
$331K +$331K +7,690 New
QPW
321
Quantum Private Wealth
Florida
$331K +$331K +7,712 New
BAM
322
Bellevue Asset Management
Washington
$327K
PWA
323
Peterson Wealth Advisors
Utah
$320K
BMC
324
Beaton Management Company
Massachusetts
$320K +$8.61K +200 +3%
OPS
325
Orion Portfolio Solutions
Nebraska
$317K +$317K +7,370 New