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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 %
WLPWM
351
Walled Lake Planning & Wealth Management
Illinois
$33K
MAM
352
Meeder Asset Management
Ohio
$32K
RFA
353
Reilly Financial Advisors
California
$31K
MA
354
MUFG Americas
New York
$31K
GKWIM
355
Gerber Kawasaki Wealth & Investment Management
California
$31K +$31K +796 New
SCA
356
Stonebridge Capital Advisors
Minnesota
$29K -$36.2K -930 -56%
AIP
357
Ameritas Investment Partners
Nebraska
$29K
GLLW
358
Graves Light Lenhart Wealth
Virginia
$28K
Optiver Holding
359
Optiver Holding
Netherlands
$28K +$28K +703 New
CHC
360
City Holding Co
West Virginia
$27K
PFP
361
Pinnacle Financial Partners
Tennessee
$26K -$1.16K -30 -4%
HWMA
362
Heritage Wealth Management (Arizona)
Arizona
$25K
AF
363
Allworth Financial
California
$25K +$11.9K +302 +92%
RBC
364
Roble Belko & Company
Pennsylvania
$22K -$22K -559 -50%
CCM
365
Covington Capital Management
California
$20K -$86.6K -2,166 -81%
SPWG
366
Sage Private Wealth Group
Illinois
$20K +$80 +2 +0.4%
S
367
SignatureFD
Georgia
$20K +$20K +500 New
SIM
368
Sonora Investment Management
Arizona
$19K
PA
369
Parallel Advisors
California
$18K
AWM
370
AllSquare Wealth Management
New York
$17K
RCA
371
Ranch Capital Advisors
Florida
$17K
PWA
372
Phoenix Wealth Advisors
North Carolina
$16K
KFS
373
Kelly Financial Services
Massachusetts
$14.6K -$565K -14,403 -97%
WWM
374
Wolff Wiese Magana
California
$14K
MFA
375
McClarren Financial Advisors
Pennsylvania
$14K +$37 +1 +0.3%