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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 %
Optiver Holding
401
Optiver Holding
Netherlands
$58K +$29K +702 +100%
PP
402
Pacifica Partners
Canada
$56K
PMFA
403
Plante Moran Financial Advisors
Michigan
$54K -$18.2K -423 -25%
HPC
404
HM Payson & Co
Maine
$53K
CSWM
405
Cassady Schiller Wealth Management
Ohio
$47K +$47K +1,093 New
TFS
406
TrustCore Financial Services
Tennessee
$46K -$20.7K -480 -31%
HCP
407
Hexagon Capital Partners
Arkansas
$44K
WTC
408
WhitTier Trust Company
Nevada
$43K
EVM
409
Eaton Vance Management
Massachusetts
$43K
CWA
410
Clearview Wealth Advisors
Oregon
$42K +$43 +1 +0.1%
CFB
411
Cullen/Frost Bankers
Texas
$39K
GEA
412
Glen Eagle Advisors
New Jersey
$38.5K -$6.46K -150 -14%
MA
413
MUFG Americas
New York
$38K +$3.57K +83 +10%
MAM
414
Meeder Asset Management
Ohio
$35K
RFA
415
Reilly Financial Advisors
California
$34K
SCA
416
Stonebridge Capital Advisors
Minnesota
$32K +$128 +3 +0.4%
GLLW
417
Graves Light Lenhart Wealth
Virginia
$31K
WFA
418
West Financial Advisors
Iowa
$31K +$31K +718 New
AIP
419
Ameritas Investment Partners
Nebraska
$30K -$1.46K -35 -5%
PFP
420
Pinnacle Financial Partners
Tennessee
$29K
CHC
421
City Holding Co
West Virginia
$29K
BWS
422
BCR Wealth Strategies
Alabama
$28K +$28K +662 New
RBC
423
Roble Belko & Company
Pennsylvania
$24K
S
424
SignatureFD
Georgia
$24K +$2.18K +50 +10%
RWA
425
RGT Wealth Advisors
Texas
$24K +$24K +554 New