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First Trust Value Line Dividend Fund

463 hedge funds and large institutions have $8.23B invested in First Trust Value Line Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 115 reducing their positions, and 29 closing their positions.

Holders
463
Holders Change
+66
Holders Change %
+16.62%
% of All Funds
7.15%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.85%
New
104
Increased
186
Reduced
115
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG
76
StoneX Group
New York
$11.8M -$111K -2,590 -0.9%
AWE
77
Avidian Wealth Enterprises
Texas
$11.4M +$985K +22,894 +9%
GIA
78
Gladstone Institutional Advisory
Florida
$11.4M +$485K +11,276 +4%
PWA
79
PCG Wealth Advisors
Kansas
$11.3M +$11.3M +262,242 New
WS
80
Wedbush Securities
California
$10.9M +$170K +3,949 +2%
SEP
81
Southland Equity Partners
Missouri
$10.8M +$555K +12,900 +5%
1SB
82
1ST Source Bank
Indiana
$10.5M -$222K -5,151 -2%
PBF
83
Petix & Botte Financial
California
$10.1M -$7.49M -174,010 -43%
LNC
84
Lincoln National Corp
Pennsylvania
$9.97M +$80.5K +1,871 +0.8%
DAS
85
Dynamic Advisor Solutions
Arizona
$9.95M -$27.3K -634 -0.3%
NA
86
NewEdge Advisors
Louisiana
$9.51M +$8.44M +196,066 +790%
CWM
87
Cornerstone Wealth Management
Missouri
$9.48M -$70.4K -1,637 -0.7%
CAAS
88
Capital Asset Advisory Services
Michigan
$9.46M +$433K +10,061 +5%
IA
89
IFP Advisors
Florida
$9.45M +$196K +4,491 +2%
APA
90
American Portfolios Advisors
New York
$9.41M +$278K +6,468 +3%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$9.31M +$26.7K +621 +0.3%
UL
92
Unionview LLC
Washington
$9.08M +$9.08M +210,919 New
CCFM
93
Clear Creek Financial Management
Washington
$8.84M -$1.66M -38,670 -16%
GWA
94
GGM Wealth Advisors
Maryland
$8.63M +$121K +2,819 +1%
FPWM
95
FSB Premier Wealth Management
Iowa
$8.48M +$1.14M +26,478 +16%
IWM
96
IHT Wealth Management
Illinois
$8.4M +$123K +2,866 +1%
AWM
97
AE Wealth Management
Kansas
$8.21M +$515K +11,954 +7%
FFS
98
Founders Financial Securities
Maryland
$8.19M -$245K -5,683 -3%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$7.85M
TI
100
tru Independence
Oregon
$7.76M +$450K +10,461 +6%