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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.

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 %
TIM
26
Total Investment Management
Arizona
$41.4M +$41.1M +1,484,322 +11,733%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$38.7M -$4.3M -113,188 -10%
HighTower Advisors
28
HighTower Advisors
Illinois
$32M +$1.76M +46,377 +6%
Citigroup
29
Citigroup
New York
$31.1M -$5.7M -150,163 -15%
HI
30
Harbour Investments
Wisconsin
$30.6M +$30.6M +806,209 New
MML Investors Services
31
MML Investors Services
Massachusetts
$27.9M -$101K -2,660 -0.4%
MIAN
32
Mariner Independent Advisor Network
Kansas
$26.6M +$2.86M +75,405 +12%
PFS
33
Prospera Financial Services
Texas
$26.2M +$721K +18,968 +3%
KPWS
34
Kestra Private Wealth Services
Texas
$26.2M +$1.09M +28,664 +4%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$24.8M +$3.82M +100,681 +18%
CAN
36
Cetera Advisor Networks
California
$24.8M +$1.34M +35,315 +6%
LNC
37
Lincoln National Corp
Pennsylvania
$23.6M +$5.06M +133,336 +27%
TCWA
38
Ten Capital Wealth Advisors
Washington
$22.5M +$431K +11,338 +2%
PA
39
Prism Advisors
California
$20.6M +$526K +13,860 +3%
LCWP
40
Legacy Capital Wealth Partners
Arkansas
$20.5M +$592K +15,586 +3%
OWA
41
Octavia Wealth Advisors
Ohio
$19.6M -$1.75M -46,111 -8%
SWM
42
Spire Wealth Management
Virginia
$19.3M +$19.3M +511,826 New
IA
43
IFG Advisory
Georgia
$18.9M -$121K -3,189 -0.6%
US Bancorp
44
US Bancorp
Minnesota
$18.5M +$1.46M +38,498 +9%
FCFS
45
First Command Financial Services
Texas
$18.3M -$632K -16,644 -3%
FCB
46
First Command Bank
Texas
$18.3M -$632K -16,644 -3%
DADC
47
D.A. Davidson & Co
Montana
$17.7M +$1.69M +44,625 +11%
FA
48
Fountainhead AM
New Jersey
$17.1M +$1.39M +36,590 +9%
SPC
49
Sigma Planning Corp
Michigan
$17M +$1.38M +36,255 +9%
SWAG
50
Spectrum Wealth Advisory Group
California
$16.3M +$3.7M +97,388 +29%