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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 %
CWM
76
Cornerstone Wealth Management
Missouri
$8.02M -$1.47M -42,019 -16%
FWM
77
Fairhaven Wealth Management
Illinois
$8.01M +$310K +8,826 +4%
BRWM
78
B. Riley Wealth Management
Tennessee
$7.72M -$423K -12,058 -5%
GIA
79
Gladstone Institutional Advisory
Florida
$7.69M +$1.32M +37,672 +21%
BRC
80
BHF RG Capital
Arizona
$7.59M +$147K +4,197 +2%
FFS
81
Founders Financial Securities
Maryland
$7.48M +$115K +3,289 +2%
EH
82
Equitable Holdings
New York
$7.3M +$809K +23,070 +12%
DAS
83
Dynamic Advisor Solutions
Arizona
$6.88M +$362K +10,318 +6%
CAAS
84
Capital Asset Advisory Services
Michigan
$6.78M -$1.16M -33,131 -15%
IA
85
IFP Advisors
Florida
$6.72M +$320K +9,147 +5%
GWM
86
Geneos Wealth Management
Colorado
$6.34M +$3.44M +145,782 +119%
APA
87
American Portfolios Advisors
New York
$6.15M +$2.03M +57,988 +49%
OIA
88
OneDigital Investment Advisors
Kansas
$6.02M -$348K -9,914 -5%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$5.99M +$345K +9,835 +6%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$5.97M
SEP
91
Southland Equity Partners
Missouri
$5.59M +$5.59M +159,525 New
PBF
92
Petix & Botte Financial
California
$5.59M +$296K +8,436 +6%
SFS
93
Sowell Financial Services
Arkansas
$5.22M -$172K -4,897 -3%
SG
94
StoneX Group
New York
$5.22M -$95.5K -2,722 -2%
DFA
95
DHJJ Financial Advisors
Illinois
$5.17M +$5.17M +147,428 New
ASN
96
Advisory Services Network
Georgia
$5.04M -$436K -12,431 -8%
AFP
97
Ausdal Financial Partners
Iowa
$5.01M -$89.6K -2,555 -2%
WP
98
WealthPLAN Partners
Nebraska
$4.97M +$490K +13,832 +11%
APWA
99
Atlas Private Wealth Advisors
New Jersey
$4.92M +$1.09M +31,137 +29%
AWA
100
Arkadios Wealth Advisors
Georgia
$4.87M +$4.36M +124,470 +860%