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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 %
HNB
351
Huntington National Bank
Ohio
$239K -$213K
VWA
352
Visionary Wealth Advisors
Illinois
$239K +$239K +5,562 New
NFG
353
Nations Financial Group
Iowa
$237K +$237K +5,501 New
Jones Financial Companies
354
Jones Financial Companies
Missouri
$237K +$237K +5,505 New
RE
355
RBC Europe
United Kingdom
$234K +$231K +5,350 +6,688%
BCA
356
Bay Colony Advisors
Massachusetts
$234K +$234K +5,428 New
CWM
357
Concentrum Wealth Management
California
$234K +$234K +5,438 New
FNBTCON
358
First National Bank & Trust Co of Newtown
Pennsylvania
$233K
OWA
359
Opal Wealth Advisors
New York
$230K +$230K +5,355 New
VHAM
360
Van Hulzen Asset Management
California
$224K
OPW
361
Oxler Private Wealth
New York
$222K +$1.16K +27 +0.5%
PAMG
362
Patton Albertson Miller Group
Tennessee
$215K +$215K +5,005 New
MCM
363
Mendel Capital Management
Arkansas
$214K +$214K +4,970 New
CB
364
Commerce Bank
Missouri
$213K +$213K +4,947 New
AWM
365
Avior Wealth Management
Nebraska
$212K -$7.57K -176 -3%
OCM
366
Objective Capital Management
Ohio
$212K +$212K +4,915 New
WFS
367
Weitzel Financial Services
Iowa
$209K +$209K +4,865 New
First Manhattan
368
First Manhattan
New York
$209K +$166K +3,871 +387%
SFP
369
Sweet Financial Partners
Minnesota
$209K +$209K +4,857 New
BA
370
Ballast Advisors
Minnesota
$208K +$208K +4,832 New
SEA
371
Stegent Equity Advisors
Texas
$207K +$207K +4,813 New
MIC
372
Means Investment Company
Maine
$204K +$204K +4,736 New
CL
373
Choreo LLC
Illinois
$204K +$204K +4,749 New
LAS
374
Lloyd Advisory Services
Georgia
$201K +$31.6K +736 +19%
EWM
375
Endurance Wealth Management
Rhode Island
$191K