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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 %
AFP
101
Ausdal Financial Partners
Iowa
$5.3M -$128K -3,364 -2%
AIC
102
Ameritas Investment Company
Nebraska
$5.15M +$718K +18,907 +16%
AF
103
Apexium Financial
Texas
$5.06M +$93.8K +2,470 +2%
OIA
104
OneDigital Investment Advisors
Kansas
$4.88M -$1.64M -43,282 -25%
FNWM
105
Financial Network Wealth Management
Utah
$4.83M +$600K +15,808 +14%
CA
106
Calton & Associates
Florida
$4.66M +$85.5K +2,252 +2%
BRC
107
BHF RG Capital
Arizona
$4.61M -$3.6M -95,029 -44%
IWP
108
Icon Wealth Partners
Texas
$4.47M +$4.25M +111,784 +1,877%
NFG
109
Next Financial Group
Texas
$4.47M +$132K +3,488 +3%
PA
110
PFG Advisors
Arizona
$4.45M -$504K -13,281 -10%
MAFM
111
Mid Atlantic Financial Management
Pennsylvania
$4.27M -$290K -7,622 -6%
JFA
112
Johanson Financial Advisors
California
$4.27M +$164K +4,242 +4%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$4.19M +$554K +14,577 +15%
IAIM
114
International Assets Investment Management
Florida
$4.17M +$2.41M +65,572 +137%
WWM
115
Wagner Wealth Management
South Carolina
$4.17M +$567K +14,935 +16%
HIA
116
Harbor Investment Advisory
Maryland
$4.16M +$52.5K +1,382 +1%
WWM
117
Western Wealth Management
Colorado
$4.12M +$325K +8,561 +9%
1W
118
1776 Wealth
Georgia
$4.08M -$102K -2,686 -2%
CFGS
119
Concourse Financial Group Securities
Alabama
$4.02M +$75.3K +1,982 +2%
LWP
120
Laurel Wealth Planning
Minnesota
$4.01M +$332K +8,739 +9%
Barclays
121
Barclays
United Kingdom
$4.01M +$4.01M +105,483 New
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$3.98M +$1.06M +27,927 +36%
TW
123
Towerpoint Wealth
California
$3.86M +$177K +4,650 +5%
CAM
124
Cozad Asset Management
Illinois
$3.74M -$37K -975 -1%
LA
125
LexAurum Advisors
Kansas
$3.74M +$160K +4,214 +4%