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First Trust Value Line Dividend Fund

397 hedge funds and large institutions have $7.27B invested in First Trust Value Line Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 111 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-5
Holders Change %
-1.24%
% of All Funds
6.97%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.83%
New
26
Increased
188
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NEPWA
26
New England Private Wealth Advisors
Massachusetts
$34.1M +$802K +20,460 +2%
HighTower Advisors
27
HighTower Advisors
Illinois
$33.8M +$163K +4,144 +0.5%
PFS
28
Prospera Financial Services
Texas
$31.3M +$1.29M +32,793 +4%
CAN
29
Cetera Advisor Networks
California
$30.5M +$859K +21,910 +3%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$27.5M +$1.52M +38,899 +6%
MIAN
31
Mariner Independent Advisor Network
Kansas
$27.4M -$345K -8,807 -1%
MML Investors Services
32
MML Investors Services
Massachusetts
$27M -$1.8M -45,854 -6%
TCWA
33
Ten Capital Wealth Advisors
Washington
$24.6M +$1.33M +33,838 +6%
Citigroup
34
Citigroup
New York
$22.7M -$8.15M -207,807 -26%
CA
35
Cetera Advisors
Colorado
$22.6M +$3.64M +92,869 +19%
IA
36
IFG Advisory
Georgia
$22.1M +$808K +20,603 +4%
PA
37
Prism Advisors
California
$20.8M +$529K +13,500 +3%
FA
38
Fountainhead AM
New Jersey
$20.4M +$2.67M +68,200 +15%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$20.2M +$3.2M +81,727 +19%
KPWS
40
Kestra Private Wealth Services
Texas
$20M -$5.57M -142,194 -22%
US Bancorp
41
US Bancorp
Minnesota
$19.3M +$51.6K +1,315 +0.3%
GSWM
42
Golden State Wealth Management
California
$18.7M +$1.64M +41,915 +10%
EH
43
Equitable Holdings
New York
$18.6M +$8.66M +220,882 +87%
DADC
44
D.A. Davidson & Co
Montana
$18.5M -$332K -8,469 -2%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$18.3M +$10.1M +258,865 +125%
FA
46
FDx Advisors
Illinois
$17.9M +$3.24M +82,528 +22%
FAIM
47
Financial Advocates Investment Management
Washington
$17.6M +$1.23M +31,353 +8%
SWM
48
Spire Wealth Management
Virginia
$17.1M +$106K +2,701 +0.6%
SWAG
49
Spectrum Wealth Advisory Group
California
$16.8M +$426K +10,873 +3%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$16.6M -$93.4K -2,387 -0.6%