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First Trust Value Line Dividend Fund

397 hedge funds and large institutions have $7.27B invested in First Trust Value Line Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 111 reducing their positions, and 22 closing their positions.

Holders
397
Holders Change
-5
Holders Change %
-1.24%
% of All Funds
6.97%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.83%
New
26
Increased
188
Reduced
111
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$6.2M
OC
102
Oppenheimer & Co
New York
$6.15M +$129K +3,281 +2%
DFA
103
DHJJ Financial Advisors
Illinois
$6M +$138K +3,531 +2%
BFS
104
Bickling Financial Services
Massachusetts
$5.91M +$647K +16,517 +12%
ASN
105
Advisory Services Network
Georgia
$5.77M +$140K +3,570 +2%
FNWM
106
Financial Network Wealth Management
Utah
$5.52M +$120K +3,069 +2%
ACM
107
AlphaStar Capital Management
North Carolina
$5.49M +$2.21M +53,633 +68%
AWA
108
Arkadios Wealth Advisors
Georgia
$5.37M -$1.61M -41,176 -23%
FA
109
Flagstar Advisors
New York
$5.33M +$5.33M +135,894 New
CA
110
Claro Advisors
Massachusetts
$5.29M +$183K +4,660 +4%
AI
111
Atria Investments
North Carolina
$5.24M -$115K -2,923 -2%
AC
112
Avestar Capital
New York
$5.2M -$31.7K -809 -0.6%
CA
113
Calton & Associates
Florida
$5.19M +$250K +6,391 +5%
AF
114
Apexium Financial
Texas
$5.13M -$66.8K -1,704 -1%
PA
115
PFG Advisors
Arizona
$4.96M +$253K +6,459 +5%
WWM
116
Wagner Wealth Management
South Carolina
$4.88M +$211K +5,113 +5%
HIA
117
Harbor Investment Advisory
Maryland
$4.77M +$257K +6,567 +6%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$4.75M +$217K +5,539 +5%
OIA
119
OneDigital Investment Advisors
Kansas
$4.57M -$15.3K -390 -0.3%
NFG
120
Next Financial Group
Texas
$4.55M -$247K -6,308 -5%
SFWC
121
Strategic Family Wealth Counselors
New Jersey
$4.45M +$800K +20,416 +22%
JFA
122
Johanson Financial Advisors
California
$4.39M -$196 -5 -0%
SFS
123
Sowell Financial Services
Arkansas
$4.39M +$86.3K +2,201 +2%
IWC
124
Integrated Wealth Concepts
Massachusetts
$4.35M -$1.03M -26,343 -19%
CCIA
125
Cherry Creek Investment Advisors
Colorado
$4.13M +$38.5K +983 +0.9%