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First Trust Value Line Dividend Fund

402 hedge funds and large institutions have $7.28B invested in First Trust Value Line Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 182 increasing their positions, 119 reducing their positions, and 32 closing their positions.

Holders
402
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
7.02%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.68%
New
32
Increased
182
Reduced
119
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$17.1M -$698K -17,562 -4%
SWAG
52
Spectrum Wealth Advisory Group
California
$16.6M -$421K -10,598 -2%
FAIM
53
Financial Advocates Investment Management
Washington
$16.6M +$902K +22,599 +6%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$15.6M +$510K +12,826 +3%
PNC
55
Park National Corp
Ohio
$15.3M -$59.1K -1,486 -0.4%
FA
56
FDx Advisors
Illinois
$14.9M -$329K -8,283 -2%
RW
57
RVW Wealth
California
$14M +$658K +16,490 +5%
KWM
58
Keebeck Wealth Management
Illinois
$13.9M +$13.9M +348,700 New
LFAS
59
Level Four Advisory Services
Texas
$13.8M -$1.22M -30,724 -8%
PI
60
PFS Investments
Georgia
$13.8M -$90.6K -2,252 -0.7%
BRC
61
BHF RG Capital
Arizona
$13.4M +$8.61M +216,544 +178%
SWP
62
Stratos Wealth Partners
Ohio
$13.3M +$1.3M +32,795 +11%
AO
63
Advisor OS
Illinois
$13.2M -$2.99M -75,129 -18%
CA
64
Crumly & Associates
Illinois
$12.6M -$191K -4,792 -1%
SPIA
65
Steward Partners Investment Advisory
New York
$12.3M -$4.05M -101,745 -25%
HCA
66
Heck Capital Advisors
Wisconsin
$12.3M +$792K +19,923 +7%
NL
67
NEPC LLC
Massachusetts
$12.1M +$12.1M +304,922 New
GIA
68
Gladstone Institutional Advisory
Florida
$11.2M +$3.62M +90,989 +48%
PIA
69
Perennial Investment Advisors
California
$11.1M -$657K -16,508 -6%
WS
70
Wedbush Securities
California
$10.8M +$7.75M +194,974 +255%
CCFM
71
Clear Creek Financial Management
Washington
$10.2M +$7.83M +196,961 +330%
Barclays
72
Barclays
United Kingdom
$10.2M +$6M +150,858 +143%
EH
73
Equitable Holdings
New York
$10.1M +$1.97M +49,493 +24%
1SB
74
1ST Source Bank
Indiana
$10M -$479K -12,034 -5%
FHC
75
First Heartland Consultants
Missouri
$9.77M +$9.76M +245,513 +101,034%