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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 %
AMR
326
Asset Management Resources
Massachusetts
$315K +$315K +7,329 New
AA
327
ACT Advisors
North Carolina
$314K -$35.7K -829 -10%
MCC
328
Money Concepts Capital
Florida
$305K +$305K +7,083 New
MNBTD
329
Moody National Bank Trust Division
Texas
$301K -$25.3K -587 -8%
SPWM
330
Schrum Private Wealth Management
Florida
$301K +$301K +7,000 New
SWM
331
SFG Wealth Management
Maryland
$294K +$294K +6,826 New
IFG
332
Investors Financial Group
Minnesota
$293K +$6.98K +162 +2%
C
333
Certuity
Florida
$291K
PFP
334
Paragon Financial Partners
California
$287K +$287K +6,663 New
DWMG
335
DB Wealth Management Group
California
$283K -$2.07K -48 -0.7%
WW
336
Waterfront Wealth
Kansas
$279K +$9.46K +220 +4%
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$278K +$183K +4,255 +194%
HWM
338
HB Wealth Management
Georgia
$272K +$272K +6,326 New
CRI
339
Colonial River Investments
Virginia
$271K +$271K +6,294 New
VCM
340
Vigilant Capital Management
Maine
$269K
ACM
341
Anfield Capital Management
California
$269K +$269K +6,256 New
HWM
342
Holloway Wealth Management
Florida
$267K -$218K
LFAS
343
Level Four Advisory Services
Texas
$263K +$263K +6,102 New
BlackRock
344
BlackRock
New York
$262K +$644 +15 +0.2%
SAM
345
Strategy Asset Managers
California
$260K -$714K -16,561 -73%
TIM
346
Total Investment Management
Arizona
$252K +$252K +5,853 New
CAM
347
Concorde Asset Management
Michigan
$251K -$48.8K -1,132 -16%
GAG
348
Goodman Advisory Group
Massachusetts
$251K +$251K +5,837 New
Lido Advisors
349
Lido Advisors
California
$244K +$244K +5,691 New
MWM
350
Maltin Wealth Management
New Jersey
$242K