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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.

New
Increased
Maintained
Reduced
Closed
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 %
VA
126
Valmark Advisers
Ohio
$3.58M +$224K +5,901 +7%
HIS
127
Harvest Investment Services
Illinois
$3.46M -$53.6K -1,411 -2%
CA
128
Claro Advisors
Massachusetts
$3.43M -$157K -4,144 -4%
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$3.39M +$10.4K +275 +0.3%
CF
130
Centaurus Financial
California
$3.39M +$2.35M +61,864 +226%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$3.36M +$11.5K +303 +0.3%
BRWA
132
B. Riley Wealth Advisors
Florida
$3.35M +$1.24M +32,708 +59%
ACM
133
AlphaStar Capital Management
North Carolina
$3.27M +$124K +3,273 +4%
BFA
134
Beacon Financial Advisory
Ohio
$3.13M +$424K +11,165 +16%
SFWC
135
Strategic Family Wealth Counselors
New Jersey
$3.05M +$195K +5,133 +7%
SCA
136
Snowden Capital Advisors
New York
$3.03M +$41.7K +1,097 +1%
KA
137
Kovack Advisors
Florida
$3.03M +$351K +9,249 +13%
EFL
138
ERn Financial LLC
Wisconsin
$2.99M +$129K +3,396 +5%
WS
139
Wedbush Securities
California
$2.9M +$174K +4,585 +6%
CBFP
140
Cedar Brook Financial Partners
Ohio
$2.89M +$166K +4,365 +6%
SAM
141
SignalPoint Asset Management
Missouri
$2.85M +$1.89M +49,669 +195%
MCM
142
MAI Capital Management
Ohio
$2.82M -$111K -2,920 -4%
AI
143
Atria Investments
North Carolina
$2.78M -$538K -14,153 -16%
Goldman Sachs
144
Goldman Sachs
New York
$2.67M -$1.21M -31,776 -31%
CPIG
145
Chicago Partners Investment Group
Illinois
$2.66M +$217K +5,516 +9%
HI
146
Horizon Investments
North Carolina
$2.62M +$2.62M +68,901 New
BFS
147
Bickling Financial Services
Massachusetts
$2.51M +$1.3M +34,113 +107%
MA
148
Mutual Advisors
Nebraska
$2.46M -$117K -3,085 -5%
IA
149
Insight Advisors
Pennsylvania
$2.4M +$431K +10,925 +22%
SAM
150
Synergy Asset Management
Washington
$2.39M +$2.39M +62,976 New