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First Trust Value Line Dividend Fund

404 hedge funds and large institutions have $6.89B invested in First Trust Value Line Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 173 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+18
Holders Change %
+4.66%
% of All Funds
7.11%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.76%
New
50
Increased
173
Reduced
127
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
401
Mascoma Wealth Management
New Hampshire
$4K +$4K +100 New
MWA
402
Moser Wealth Advisors
Washington
$3K +$3K +92 New
GFPC
403
Global Financial Private Client
Florida
$2.78K -$3.59K -93 -56%
PFA
404
Professional Financial Advisors
Nebraska
$2K +$2K +52 New
EWM
405
Elmwood Wealth Management
California
$1K +$1K +27 New
ARG
406
Advisory Resource Group
Oklahoma
-$9.57M -272,950 Closed
FWM
407
Fairhaven Wealth Management
Illinois
-$8.01M -228,493 Closed
PA
408
PSI Advisors
Florida
-$3.41M -97,280 Closed
FFN
409
Focus Financial Network
Minnesota
-$3.4M -97,002 Closed
UR
410
USCA RIA
Texas
-$1.2M -34,159 Closed
PP
411
Prudential plc
United Kingdom
-$982K -28,000 Closed
22CM
412
20/20 Capital Management
California
-$877K -24,924 Closed
BA
413
Bridge Advisory
California
-$674K -19,210 Closed
CS
414
Credit Suisse
Switzerland
-$434K -12,357 Closed
M&T Bank
415
M&T Bank
New York
-$370K -10,555 Closed
LAM
416
LifePro Asset Management
California
-$367K -10,454 Closed
RIA
417
Regal Investment Advisors
Michigan
-$268K -7,637 Closed
PCP
418
Proficio Capital Partners
Massachusetts
-$250K -7,142 Closed
AFA
419
American Financial Advisors
Georgia
-$234K -6,675 Closed
APW
420
Aurora Private Wealth
New Jersey
-$221K -6,312 Closed
QC
421
QCM Cayman
Texas
-$216K -6,158 Closed
BFG
422
Barber Financial Group
Kansas
-$215K -6,144 Closed
WFS
423
Weitzel Financial Services
Iowa
-$206K -5,762 Closed
OPW
424
Oxler Private Wealth
New York
-$179K -5,132 Closed
SIAG
425
Safeguard Investment Advisory Group
California
-$68K -1,950 Closed