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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 %
DI
451
Disciplined Investments
Oklahoma
$7K
AA
452
Ancora Advisors
Ohio
$6K
SIC
453
Salem Investment Counselors
North Carolina
$6K
ARIS
454
Advanced Research Investment Solutions
California
$6K +$6K +150 New
CSB
455
City State Bank
Iowa
$6K +$6K +150 New
WFS
456
Widmann Financial Services
Maryland
$5K +$5K +132 New
GFPC
457
Global Financial Private Client
Florida
$3.13K
ODG
458
O'Dell Group
Ohio
$3K
PFA
459
Professional Financial Advisors
Nebraska
$2K
HNWAG
460
High Net Worth Advisory Group
Florida
$2K +$2K +56 New
FFG
461
Ford Financial Group
California
$1.01K +$14 +315 +1%
PK
462
Pflug Koory
Nebraska
$1K
EWM
463
Elmwood Wealth Management
California
$1K +$1K +27 New
RA
464
Rise Advisors
New York
$38 +$38 +1 New
BRC
465
BHF RG Capital
Arizona
-$15.5M -395,618 Closed
NL
466
NEPC LLC
Massachusetts
-$12M -304,922 Closed
Barclays
467
Barclays
United Kingdom
-$9.37M -238,905 Closed
MP
468
McDonald Partners
Ohio
-$2.04M -51,985 Closed
BBA
469
Braun-Bostich & Associates
Pennsylvania
-$1.23M -31,290 Closed
SS
470
Simplicity Solutions
Minnesota
-$1.02M -25,922 Closed
GRP
471
Global Retirement Partners
California
-$646K -16,480 Closed
FC
472
Fulcrum Capital
Washington
-$465K -11,851 Closed
WCFA
473
Walkner Condon Financial Advisors
Wisconsin
-$434K -11,079 Closed
BWA
474
Beam Wealth Advisors
Louisiana
-$428K -10,907 Closed
F
475
F3Logic
Minnesota
-$372K -9,507 Closed