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First Trust Value Line Dividend Fund

386 hedge funds and large institutions have $6.2B invested in First Trust Value Line Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 150 increasing their positions, 116 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+54
Holders Change %
+16.27%
% of All Funds
6.85%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.64%
New
79
Increased
150
Reduced
116
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
126
Cary Street Partners Investment Advisory
Virginia
$3.12M +$1.29M +36,753 +70%
VA
127
Valmark Advisers
Ohio
$3.1M +$150K +4,272 +5%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$3.09M +$3.09M +88,221 New
AI
129
Atria Investments
North Carolina
$3.07M +$1.45M +41,293 +90%
ACM
130
AlphaStar Capital Management
North Carolina
$2.95M +$467K +13,113 +19%
CAG
131
Curtis Advisory Group
California
$2.9M -$152K -4,335 -5%
SCA
132
Snowden Capital Advisors
New York
$2.76M -$3.51M -100,019 -56%
MCM
133
MAI Capital Management
Ohio
$2.71M +$2.4M +68,571 +790%
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$2.7M +$2.7M +76,837 New
SFWC
135
Strategic Family Wealth Counselors
New Jersey
$2.64M +$659K +18,803 +33%
EFL
136
ERn Financial LLC
Wisconsin
$2.64M +$1.48M +42,065 +127%
WS
137
Wedbush Securities
California
$2.52M -$3.74M -106,595 -60%
CBFP
138
Cedar Brook Financial Partners
Ohio
$2.52M -$91.2K -2,599 -3%
BFA
139
Beacon Financial Advisory
Ohio
$2.5M -$93.3K -2,661 -4%
KA
140
Kovack Advisors
Florida
$2.47M +$231K +6,576 +10%
MA
141
Mutual Advisors
Nebraska
$2.38M -$42.2K -1,204 -2%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$2.26M -$82.3K -2,310 -4%
CPIG
143
Chicago Partners Investment Group
Illinois
$2.21M +$423K +11,938 +24%
TA
144
TFG Advisers
Michigan
$2.08M -$8.03K -229 -0.4%
JWCA
145
J.W. Cole Advisors
Florida
$2.05M +$1.71M +48,805 +500%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$2.05M +$816K +23,259 +66%
GVAG
147
Great Valley Advisor Group
Delaware
$2.04M -$1.56M -44,492 -43%
AWM
148
Accel Wealth Management
Iowa
$1.97M +$1.97M +56,157 New
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
$1.94M -$244K -6,962 -11%
BRWA
150
B. Riley Wealth Advisors
Florida
$1.94M -$51.7K -1,473 -3%