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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.

New
Increased
Maintained
Reduced
Closed
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 %
RCAG
51
Rehmann Capital Advisory Group
Michigan
$16.3M +$2.78M +73,186 +21%
SPIA
52
Steward Partners Investment Advisory
New York
$15.6M +$1.78M +46,855 +13%
AO
53
Advisor OS
Illinois
$15.4M +$2.2M +57,795 +17%
FAIM
54
Financial Advocates Investment Management
Washington
$15M +$898K +23,638 +6%
CA
55
Cetera Advisors
Colorado
$14.9M -$1.54M -40,572 -9%
PNC
56
Park National Corp
Ohio
$14.7M -$100K -2,644 -0.7%
FA
57
FDx Advisors
Illinois
$14.6M +$2.19M +57,616 +18%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$14.4M +$342K +8,999 +2%
LFAS
59
Level Four Advisory Services
Texas
$14.4M +$852K +22,427 +6%
MWM
60
MBE Wealth Management
Wisconsin
$13.9M +$15K +396 +0.1%
PI
61
PFS Investments
Georgia
$13.1M -$5.33M -140,233 -29%
GSWM
62
Golden State Wealth Management
California
$13.1M +$1.27M +33,555 +11%
RW
63
RVW Wealth
California
$13M +$964K +24,808 +8%
CA
64
Crumly & Associates
Illinois
$12.2M -$855K -22,519 -7%
SWP
65
Stratos Wealth Partners
Ohio
$11.5M -$2.01M -52,861 -15%
PIA
66
Perennial Investment Advisors
California
$11.2M -$51.4K -1,354 -0.5%
HCA
67
Heck Capital Advisors
Wisconsin
$10.9M +$1.11M +29,180 +11%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$10.7M -$5.29M -5,250 -33%
GWM
69
Geneos Wealth Management
Colorado
$10.6M +$6.51K +165 +0.1%
AC
70
Avestar Capital
New York
$10.5M +$515K +13,155 +5%
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$10.4M -$2.73M -71,863 -21%
1SB
72
1ST Source Bank
Indiana
$10M +$218K +5,744 +2%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$9.58M +$3.09M +81,417 +48%
WI
74
Wintrust Investments
Illinois
$9.43M +$9.43M +248,404 New
FHC
75
First Heartland Consultants
Missouri
$9.21M -$9.82B -258,999 -100%