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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 %
FCA
376
FinTrust Capital Advisors
South Carolina
$155K
SC
377
Stephens Consulting
Michigan
$143K +$143K +3,323 New
CAL
378
Capital Analysts LLC
Pennsylvania
$129K -$48K -1,117 -27%
PB
379
Pinnacle Bancorp
Nebraska
$122K
WIM
380
Westside Investment Management
California
$119K
CA
381
CoreCap Advisors
Michigan
$118K +$118K +2,741 New
FFA
382
Freedman Financial Associates
Massachusetts
$117K +$474 +11 +0.4%
AWM
383
Activest Wealth Management
Florida
$115K
KA
384
Kozak & Associates
Colorado
$113K +$609 +15 +0.5%
TCWM
385
Total Clarity Wealth Management
Illinois
$111K +$35.7K +830 +47%
PFGIA
386
Patriot Financial Group Insurance Agency
Massachusetts
$107K -$91.3K -2,122 -46%
RCM
387
Raleigh Capital Management
North Carolina
$103K +$103K +2,397 New
ADL
388
Asset Dedication LLC
California
$96K +$96K +2,222 New
VNA
389
Valley National Advisers
Pennsylvania
$94K
CA
390
Clearstead Advisors
Ohio
$93K +$93K +2,159 New
CNBTD
391
Citizens National Bank Trust Department
Mississippi
$90K +$90K +2,095 New
GWS
392
Glassman Wealth Services
Virginia
$87K +$87K +2,032 New
TAM
393
Tucker Asset Management
Colorado
$86.1K +$5.62K +131 +7%
WTA
394
Washington Trust Advisors
Massachusetts
$82K +$82K +1,900 New
EIP
395
Ellis Investment Partners
Pennsylvania
$78K +$385 +9 +0.5%
OA
396
Operose Advisors
Wisconsin
$76K +$76K +1,755 New
LWANC
397
Laurel Wealth Advisors (North Carolina)
North Carolina
$67K
HFS
398
Horizon Financial Services
North Carolina
$60.8K +$301 +7 +0.5%
NSIM
399
North Star Investment Management
Illinois
$60K +$129 +3 +0.2%
CFA
400
Carroll Financial Associates
North Carolina
$59K