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First Trust Value Line Dividend Fund

402 hedge funds and large institutions have $7.28B invested in First Trust Value Line Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 182 increasing their positions, 119 reducing their positions, and 32 closing their positions.

Holders
402
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
7.02%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.68%
New
32
Increased
182
Reduced
119
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
101
Ausdal Financial Partners
Iowa
$6.02M +$470K +11,827 +8%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$5.97M
DFA
103
DHJJ Financial Advisors
Illinois
$5.94M +$45K +1,132 +0.8%
HI
104
Horizon Investments
North Carolina
$5.82M +$3.08M +77,401 +112%
ASN
105
Advisory Services Network
Georgia
$5.71M +$28K +704 +0.5%
FNWM
106
Financial Network Wealth Management
Utah
$5.47M +$419K +10,532 +8%
IWC
107
Integrated Wealth Concepts
Massachusetts
$5.46M +$3.01M +75,661 +123%
AI
108
Atria Investments
North Carolina
$5.43M +$2.52M +63,248 +86%
WWM
109
Western Wealth Management
Colorado
$5.34M +$1.02M +25,566 +24%
BFS
110
Bickling Financial Services
Massachusetts
$5.34M +$2.71M +68,167 +103%
AC
111
Avestar Capital
New York
$5.3M -$5.31M -133,421 -50%
AF
112
Apexium Financial
Texas
$5.27M -$23.3K -587 -0.4%
CA
113
Claro Advisors
Massachusetts
$5.18M +$1.59M +39,963 +44%
CA
114
Calton & Associates
Florida
$5.04M +$135K +3,379 +3%
NFG
115
Next Financial Group
Texas
$4.87M +$186K +4,676 +4%
PA
116
PFG Advisors
Arizona
$4.78M +$120K +3,017 +3%
OIA
117
OneDigital Investment Advisors
Kansas
$4.66M -$452K -11,369 -9%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$4.6M +$212K +5,326 +5%
HIA
119
Harbor Investment Advisory
Maryland
$4.58M +$225K +5,655 +5%
JFA
120
Johanson Financial Advisors
California
$4.52M +$65.9K +1,636 +1%
WWM
121
Wagner Wealth Management
South Carolina
$4.51M +$144K +3,609 +3%
SFS
122
Sowell Financial Services
Arkansas
$4.36M -$1.6M -40,316 -27%
1W
123
1776 Wealth
Georgia
$4.28M +$875 +22 +0%
CCIA
124
Cherry Creek Investment Advisors
Colorado
$4.15M +$4.15M +104,297 New
TW
125
Towerpoint Wealth
California
$4.14M +$99K +2,489 +2%