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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 %
BAM
326
Belpointe Asset Management
Nevada
$122K +$7.17K +181 +6%
WIM
327
Westside Investment Management
California
$120K +$80.5K +8,866 +205%
LC
328
Lindbrook Capital
California
$117K +$117K +2,930 New
PB
329
Pinnacle Bancorp
Nebraska
$113K
AWM
330
Activest Wealth Management
Florida
$106K
CCM
331
Covington Capital Management
California
$106K +$106K +2,666 New
VNA
332
Valley National Advisers
Pennsylvania
$87K
FFA
333
Freedman Financial Associates
Massachusetts
$87K +$400 +10 +0.5%
WT
334
Whittier Trust
California
$80K
AF
335
Advisornet Financial
Minnesota
$77K
TAM
336
Tucker Asset Management
Colorado
$74.3K +$17.2K +432 +30%
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$72K +$72K +1,809 New
TFS
338
TrustCore Financial Services
Tennessee
$71K -$267K -6,681 -79%
EIP
339
Ellis Investment Partners
Pennsylvania
$71K -$13.5K -343 -16%
SCA
340
Stonebridge Capital Advisors
Minnesota
$65K +$28.8K +743 +80%
LWANC
341
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K
CFA
342
Carroll Financial Associates
North Carolina
$55K +$78 +2 +0.1%
NSIM
343
North Star Investment Management
Illinois
$55K +$118 +3 +0.2%
PMFA
344
Plante Moran Financial Advisors
Michigan
$52K
PP
345
Pacifica Partners
Canada
$52K
WT
346
Washington Trust
Rhode Island
$50K
HPC
347
HM Payson & Co
Maine
$49K -$17.3K -431 -26%
FCA
348
FinTrust Capital Advisors
South Carolina
$49K
RBC
349
Roble Belko & Company
Pennsylvania
$44K
GEA
350
Glen Eagle Advisors
New Jersey
$41.6K