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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 %
FAIM
51
Financial Advocates Investment Management
Washington
$13M +$425K +12,116 +3%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$13M +$1.41M +40,314 +12%
MWM
53
MBE Wealth Management
Wisconsin
$12.9M +$4.88M +139,297 +61%
SPIA
54
Steward Partners Investment Advisory
New York
$12.8M +$573K +16,346 +5%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$12.6M -$19.8K -25 -0.2%
LFAS
56
Level Four Advisory Services
Texas
$12.5M +$1.5M +42,689 +14%
RCAG
57
Rehmann Capital Advisory Group
Michigan
$12.5M -$4.14K -118 -0%
SWP
58
Stratos Wealth Partners
Ohio
$12.4M -$3.15M -89,920 -20%
AO
59
Advisor OS
Illinois
$12.2M +$1.34M +38,303 +12%
CA
60
Crumly & Associates
Illinois
$12.2M -$878K -24,741 -7%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$12.1M -$12.3M -352,082 -50%
SWAG
62
Spectrum Wealth Advisory Group
California
$11.6M -$11.6M -331,108 -50%
FA
63
FDx Advisors
Illinois
$11.4M +$11.4M +325,523 New
RW
64
RVW Wealth
California
$11M +$465K +13,093 +4%
GSWM
65
Golden State Wealth Management
California
$10.9M +$2.55M +72,748 +31%
PIA
66
Perennial Investment Advisors
California
$10.4M +$372K +10,618 +4%
CCFM
67
Clear Creek Financial Management
Washington
$10.3M +$10.3M +292,896 New
ARG
68
Advisory Resource Group
Oklahoma
$9.57M -$390K -11,117 -4%
FHC
69
First Heartland Consultants
Missouri
$9.09M +$772K +21,998 +9%
HCA
70
Heck Capital Advisors
Wisconsin
$9.08M -$397K -11,308 -4%
1SB
71
1ST Source Bank
Indiana
$9.04M +$277K +7,906 +3%
AC
72
Avestar Capital
New York
$8.9M -$833K -23,740 -9%
AWE
73
Avidian Wealth Enterprises
Texas
$8.63M +$1.28M +36,574 +17%
BWP
74
Bernardo Wealth Planning
Pennsylvania
$8.56M -$1.02M -29,059 -11%
IWM
75
IHT Wealth Management
Illinois
$8.4M +$620K +17,679 +8%