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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 %
JFA
376
JNBA Financial Advisors
Minnesota
$13K
TCM
377
Tradewinds Capital Management
Washington
$13K
LWM
378
Liberty Wealth Management
California
$13K
IRC
379
Investors Research Corp
Georgia
$12K
FRA
380
Front Row Advisors
California
$12K
GI
381
Gradient Investments
Minnesota
$11K +$3.79K +95 +52%
WB
382
Webster Bank
Connecticut
$10K +$10K +265 New
APC
383
Aspire Private Capital
North Carolina
$9K
TF
384
TimeScale Financial
Massachusetts
$8K
NC
385
NewSquare Capital
Pennsylvania
$7K +$7K +166 New
DI
386
Disciplined Investments
Oklahoma
$6K
SIC
387
Salem Investment Counselors
North Carolina
$6K
1IA
388
1834 Investment Advisors
Wisconsin
$6K +$6K +153 New
AA
389
Ancora Advisors
Ohio
$5K
QCG
390
Quadrant Capital Group
Ohio
$5K
JCM
391
Jacobi Capital Management
Pennsylvania
$4K
MWM
392
Mascoma Wealth Management
New Hampshire
$4K +$4K +100 New
RE
393
RBC Europe
United Kingdom
$3.14K
ODG
394
O'Dell Group
Ohio
$3K +$3K +75 New
GFPC
395
Global Financial Private Client
Florida
$2.87K
PFA
396
Professional Financial Advisors
Nebraska
$2K
PK
397
Pflug Koory
Nebraska
$1K
LFAS
398
Level Four Advisory Services
Texas
-$13.8M -347,743 Closed
CSPIA
399
Cary Street Partners Investment Advisory
Virginia
-$3.37M -84,689 Closed
SFG
400
SageGuard Financial Group
Tennessee
-$2.1M -52,874 Closed