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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 %
KA
326
Kozak & Associates
Colorado
$116K +$116K +2,767 New
PB
327
Pinnacle Bancorp
Nebraska
$111K
FFA
328
Freedman Financial Associates
Massachusetts
$106K +$20.7K +528 +24%
AWM
329
Activest Wealth Management
Florida
$105K
VNA
330
Valley National Advisers
Pennsylvania
$86K
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$86K +$15.2K +389 +22%
WT
332
Washington Trust
Rhode Island
$82K +$33.2K +850 +68%
TAM
333
Tucker Asset Management
Colorado
$77.2K +$288 +7 +0.4%
EIP
334
Ellis Investment Partners
Pennsylvania
$71K +$313 +8 +0.4%
TCWM
335
Total Clarity Wealth Management
Illinois
$69K +$69K +1,753 New
PMFA
336
Plante Moran Financial Advisors
Michigan
$66K +$14.7K +373 +29%
HA
337
Herold Advisors
New York
$62K +$62K +1,602 New
TFS
338
TrustCore Financial Services
Tennessee
$61K -$9.06K -230 -13%
LWANC
339
Laurel Wealth Advisors (North Carolina)
North Carolina
$61K
NSIM
340
North Star Investment Management
Illinois
$55K +$79 +2 +0.1%
CFA
341
Carroll Financial Associates
North Carolina
$55K +$78 +2 +0.1%
HFS
342
Horizon Financial Services
North Carolina
$55K +$55K +1,405 New
PP
343
Pacifica Partners
Canada
$52K
HPC
344
HM Payson & Co
Maine
$48K
GEA
345
Glen Eagle Advisors
New Jersey
$41K
HCP
346
Hexagon Capital Partners
Arkansas
$40K
WTC
347
WhitTier Trust Company
Nevada
$39K
First Manhattan
348
First Manhattan
New York
$39K
CWA
349
Clearview Wealth Advisors
Oregon
$39K +$159 +4 +0.4%
CFB
350
Cullen/Frost Bankers
Texas
$35K