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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.

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 %
LCWP
51
Legacy Capital Wealth Partners
Arkansas
$16.2M +$14M +2,949,503 +619%
PBF
52
Petix & Botte Financial
California
$16M +$9.09M +231,993 +131%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$16M +$635K +16,204 +4%
OWA
54
Octavia Wealth Advisors
Ohio
$15.6M -$6.72M -171,120 -30%
BRC
55
BHF RG Capital
Arizona
$15.5M +$2.25M +57,507 +17%
PNC
56
Park National Corp
Ohio
$15.3M +$164K +4,196 +1%
PI
57
PFS Investments
Georgia
$14.8M +$498K +11,936 +3%
RW
58
RVW Wealth
California
$14M +$523K +13,621 +4%
GLA
59
Good Life Advisors
Pennsylvania
$13.8M +$12.2M +311,518 +763%
FCB
60
First Command Bank
Texas
$13.7M -$3.62M -92,268 -21%
FCFS
61
First Command Financial Services
Texas
$13.7M -$3.62M -92,268 -21%
KWM
62
Keebeck Wealth Management
Illinois
$13.7M
SWP
63
Stratos Wealth Partners
Ohio
$13.3M +$159K +4,065 +1%
FHC
64
First Heartland Consultants
Missouri
$12.8M +$3.19M +81,405 +33%
SPIA
65
Steward Partners Investment Advisory
New York
$12.7M +$526K +13,409 +4%
HCA
66
Heck Capital Advisors
Wisconsin
$12.6M +$489K +12,478 +4%
CA
67
Crumly & Associates
Illinois
$12.5M +$45.5K +1,161 +0.4%
NL
68
NEPC LLC
Massachusetts
$12M
AO
69
Advisor OS
Illinois
$11.3M -$1.66M -42,363 -13%
PIA
70
Perennial Investment Advisors
California
$11.1M +$139K +3,542 +1%
SG
71
StoneX Group
New York
$10.8M +$1.28M +32,571 +13%
SPC
72
Sigma Planning Corp
Michigan
$10.3M -$6.53M -166,482 -39%
AIC
73
Ameritas Investment Company
Nebraska
$10.2M +$4.01M +102,289 +65%
GIA
74
Gladstone Institutional Advisory
Florida
$9.96M -$1.11M -28,272 -10%
WS
75
Wedbush Securities
California
$9.77M -$872K -22,243 -8%