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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.

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 %
BWP
76
Bernardo Wealth Planning
Pennsylvania
$9.12M -$149K -3,935 -2%
BRWM
77
B. Riley Wealth Management
Tennessee
$9.05M +$686K +18,074 +8%
CWM
78
Cornerstone Wealth Management
Missouri
$9.04M +$354K +9,308 +4%
AWE
79
Avidian Wealth Enterprises
Texas
$8.41M -$936K -24,640 -10%
BG
80
Benedetti & Gucer
Georgia
$8.39M +$8.39M +220,814 New
DAS
81
Dynamic Advisor Solutions
Arizona
$8.19M +$744K +19,601 +10%
APWA
82
Atlas Private Wealth Advisors
New Jersey
$7.98M +$2.65M +69,766 +50%
IA
83
IFP Advisors
Florida
$7.84M +$558K +14,730 +8%
EH
84
Equitable Holdings
New York
$7.74M -$158K -4,161 -2%
CAAS
85
Capital Asset Advisory Services
Michigan
$7.4M +$58.5K +1,539 +0.8%
IWM
86
IHT Wealth Management
Illinois
$7.36M -$1.74M -45,704 -19%
GIA
87
Gladstone Institutional Advisory
Florida
$7.27M -$1.06M -27,953 -13%
FFS
88
Founders Financial Securities
Maryland
$7.13M -$963K -25,352 -12%
SEP
89
Southland Equity Partners
Missouri
$7.08M +$1.02M +26,960 +17%
APA
90
American Portfolios Advisors
New York
$6.79M +$136K +3,568 +2%
SG
91
StoneX Group
New York
$6.62M +$970K +25,533 +17%
BA
92
Ballew Advisors
Mississippi
$6.58M +$4.61M +120,893 +235%
AWA
93
Arkadios Wealth Advisors
Georgia
$6.45M +$1.17M +30,845 +22%
PBF
94
Petix & Botte Financial
California
$6.36M +$307K +8,078 +5%
SFS
95
Sowell Financial Services
Arkansas
$6.04M +$45.4K +1,127 +0.8%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$5.97M
TI
97
tru Independence
Oregon
$5.93M +$884K +23,266 +18%
OC
98
Oppenheimer & Co
New York
$5.8M +$531K +13,969 +10%
DFA
99
DHJJ Financial Advisors
Illinois
$5.63M +$34.5K +908 +0.6%
ASN
100
Advisory Services Network
Georgia
$5.43M -$28.7K -756 -0.5%