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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.

New
Increased
Maintained
Reduced
Closed
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 %
CFGS
126
Concourse Financial Group Securities
Alabama
$4.11M -$104K -2,627 -2%
MAFM
127
Mid Atlantic Financial Management
Pennsylvania
$4.06M -$418K -10,513 -9%
LWP
128
Laurel Wealth Planning
Minnesota
$4M -$193K -4,865 -5%
CAM
129
Cozad Asset Management
Illinois
$3.99M +$66.8K +1,680 +2%
BFA
130
Beacon Financial Advisory
Ohio
$3.75M +$469K +11,780 +14%
SFWC
131
Strategic Family Wealth Counselors
New Jersey
$3.7M +$503K +12,642 +16%
VA
132
Valmark Advisers
Ohio
$3.68M -$67.8K -1,705 -2%
BRWA
133
B. Riley Wealth Advisors
Florida
$3.67M +$171K +4,288 +5%
CBFP
134
Cedar Brook Financial Partners
Ohio
$3.66M +$628K +15,799 +21%
HIS
135
Harvest Investment Services
Illinois
$3.62M -$2.59K -65 -0.1%
IWP
136
Icon Wealth Partners
Texas
$3.6M -$1.08M -27,158 -23%
BA
137
Ballew Advisors
Mississippi
$3.53M -$3.38M -84,237 -49%
Goldman Sachs
138
Goldman Sachs
New York
$3.4M +$603K +15,167 +22%
KA
139
Kovack Advisors
Florida
$3.4M +$229K +5,752 +7%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$3.37M -$185K -4,653 -5%
MCWS
141
McKinley Carter Wealth Services
West Virginia
$3.26M -$259K -6,503 -7%
ACM
142
AlphaStar Capital Management
North Carolina
$3.16M -$265K -6,659 -8%
MWM
143
MBE Wealth Management
Wisconsin
$3.12M -$11.5M -288,572 -79%
BRWM
144
B. Riley Wealth Management
Tennessee
$3.02M -$6.46M -162,426 -68%
SAM
145
SignalPoint Asset Management
Missouri
$2.99M +$1.95K +49 +0.1%
EFL
146
ERn Financial LLC
Wisconsin
$2.96M -$166K -4,174 -5%
MCM
147
MAI Capital Management
Ohio
$2.96M -$398 -10 -0%
IA
148
Insight Advisors
Pennsylvania
$2.89M +$420K +10,371 +17%
IAIM
149
International Assets Investment Management
Florida
$2.85M -$1.66M -41,817 -37%
AP
150
Americana Partners
Texas
$2.78M +$311K +7,855 +13%