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First Trust Value Line Dividend Fund

386 hedge funds and large institutions have $6.2B invested in First Trust Value Line Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 150 increasing their positions, 116 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+54
Holders Change %
+16.27%
% of All Funds
6.85%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.64%
New
79
Increased
150
Reduced
116
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
26
Citigroup
New York
$34M +$6.13M +174,893 +22%
HighTower Advisors
27
HighTower Advisors
Illinois
$27.9M +$1.52M +43,191 +6%
MML Investors Services
28
MML Investors Services
Massachusetts
$25.8M +$1.83M +52,148 +8%
PFS
29
Prospera Financial Services
Texas
$23.6M +$21.6M +616,969 +1,128%
KPWS
30
Kestra Private Wealth Services
Texas
$23M -$203K -5,824 -0.9%
MIAN
31
Mariner Independent Advisor Network
Kansas
$21.9M +$8.32M +237,150 +61%
CAN
32
Cetera Advisor Networks
California
$21.7M -$395K -11,275 -2%
TCWA
33
Ten Capital Wealth Advisors
Washington
$20.4M +$382K +10,884 +2%
OWA
34
Octavia Wealth Advisors
Ohio
$19.7M +$19.7M +562,144 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$19.4M +$2.06M +58,812 +12%
PA
36
Prism Advisors
California
$18.5M -$260K -7,413 -1%
LCWP
37
Legacy Capital Wealth Partners
Arkansas
$18.4M +$18.4M +525,027 New
AWM
38
AE Wealth Management
Kansas
$17.9M +$11.9M +338,542 +196%
IA
39
IFG Advisory
Georgia
$17.6M -$640K -18,245 -4%
FCB
40
First Command Bank
Texas
$17.5M -$1.41M -40,108 -7%
FCFS
41
First Command Financial Services
Texas
$17.5M -$1.41M -40,108 -7%
PI
42
PFS Investments
Georgia
$17.2M +$261K +7,347 +2%
LNC
43
Lincoln National Corp
Pennsylvania
$17.1M +$854K +24,356 +5%
SS
44
Simplicity Solutions
Minnesota
$16.7M +$11.5M +328,069 +220%
US Bancorp
45
US Bancorp
Minnesota
$15.7M +$82.5K +2,351 +0.5%
CA
46
Cetera Advisors
Colorado
$15.2M +$1.39M +39,641 +10%
DADC
47
D.A. Davidson & Co
Montana
$14.8M -$123K -3,510 -0.8%
FA
48
Fountainhead AM
New Jersey
$14.5M +$14.5M +414,707 New
SPC
49
Sigma Planning Corp
Michigan
$14.4M +$1.87M +53,321 +15%
PNC
50
Park National Corp
Ohio
$13.7M +$459K +13,098 +3%