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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.

New
Increased
Maintained
Reduced
Closed
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 %
TW
126
Towerpoint Wealth
California
$4.05M -$23.9K -609 -0.6%
BRWA
127
B. Riley Wealth Advisors
Florida
$3.97M +$345K +8,796 +10%
1W
128
1776 Wealth
Georgia
$3.87M -$343K -8,749 -8%
BFA
129
Beacon Financial Advisory
Ohio
$3.86M +$169K +4,300 +5%
VA
130
Valmark Advisers
Ohio
$3.84M +$209K +5,324 +6%
CAM
131
Cozad Asset Management
Illinois
$3.82M -$109K -2,780 -3%
CBFP
132
Cedar Brook Financial Partners
Ohio
$3.8M +$198K +5,048 +5%
LWP
133
Laurel Wealth Planning
Minnesota
$3.68M -$269K -6,868 -7%
HIS
134
Harvest Investment Services
Illinois
$3.65M +$88.1K +2,247 +2%
IWP
135
Icon Wealth Partners
Texas
$3.63M +$83.3K +2,126 +2%
IA
136
Insight Advisors
Pennsylvania
$3.61M +$645K +15,509 +22%
BA
137
Ballew Advisors
Mississippi
$3.59M +$51.5K +1,283 +1%
Goldman Sachs
138
Goldman Sachs
New York
$3.58M +$232K +5,919 +7%
CPIG
139
Chicago Partners Investment Group
Illinois
$3.57M +$714K +17,132 +25%
MAFM
140
Mid Atlantic Financial Management
Pennsylvania
$3.54M -$460K -11,729 -11%
KA
141
Kovack Advisors
Florida
$3.48M +$134K +3,419 +4%
SAM
142
SignalPoint Asset Management
Missouri
$3.46M +$516K +13,174 +18%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$3.19M -$25K -639 -0.8%
CFGS
144
Concourse Financial Group Securities
Alabama
$3.15M -$902K -23,001 -22%
MCM
145
MAI Capital Management
Ohio
$3.13M +$216K +5,500 +7%
AP
146
Americana Partners
Texas
$3.07M +$320K +8,167 +12%
EFL
147
ERn Financial LLC
Wisconsin
$3.03M +$111K +2,839 +4%
IAIM
148
International Assets Investment Management
Florida
$3M +$188K +4,807 +7%
BRWM
149
B. Riley Wealth Management
Tennessee
$3M +$22.5K +575 +0.8%
SB
150
Strategic Blueprint
Georgia
$2.96M +$784K +19,993 +36%