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First Trust Value Line Dividend Fund

463 hedge funds and large institutions have $8.23B invested in First Trust Value Line Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+66
Holders Change %
+16.62%
% of All Funds
7.15%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.85%
New
104
Increased
186
Reduced
115
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
126
AlphaStar Capital Management
North Carolina
$5.36M -$357K -8,308 -6%
SFWC
127
Strategic Family Wealth Counselors
New Jersey
$5.29M +$407K +9,458 +8%
HIA
128
Harbor Investment Advisory
Maryland
$5.22M -$17.3K -401 -0.3%
MCM
129
MAI Capital Management
Ohio
$5.2M +$1.77M +41,028 +51%
WWM
130
Wagner Wealth Management
South Carolina
$5.15M +$47.2K +1,097 +0.9%
WWM
131
Western Wealth Management
Colorado
$5.1M +$5.1M +118,300 New
IWC
132
Integrated Wealth Concepts
Massachusetts
$5.08M +$305K +7,079 +6%
KA
133
Kovack Advisors
Florida
$5.05M +$1.22M +28,418 +32%
OIA
134
OneDigital Investment Advisors
Kansas
$4.97M -$48.3K -1,122 -1%
GWM
135
Geneos Wealth Management
Colorado
$4.95M -$2.12M -49,332 -30%
JFA
136
Johanson Financial Advisors
California
$4.86M +$38.2K +888 +0.8%
SFS
137
Sowell Financial Services
Arkansas
$4.81M -$4K -93 -0.1%
BFA
138
Beacon Financial Advisory
Ohio
$4.71M +$469K +10,886 +11%
TW
139
Towerpoint Wealth
California
$4.69M +$238K +5,541 +5%
CCIA
140
Cherry Creek Investment Advisors
Colorado
$4.66M +$127K +2,952 +3%
BRWA
141
B. Riley Wealth Advisors
Florida
$4.59M +$239K +5,560 +5%
CBFP
142
Cedar Brook Financial Partners
Ohio
$4.53M +$358K +8,329 +9%
IA
143
Insight Advisors
Pennsylvania
$4.35M +$615K +14,294 +16%
VA
144
Valmark Advisers
Ohio
$4.34M +$129K +2,990 +3%
1W
145
1776 Wealth
Georgia
$4.24M -$15.4K -357 -0.4%
IAIM
146
International Assets Investment Management
Florida
$4.17M +$876K +20,350 +27%
KIA
147
Kraematon Investment Advisors
Massachusetts
$4.15M +$4.15M +96,488 New
CAM
148
Cozad Asset Management
Illinois
$4.15M -$50.3K -1,168 -1%
SAM
149
SignalPoint Asset Management
Missouri
$4.04M +$235K +5,456 +6%
LWP
150
Laurel Wealth Planning
Minnesota
$3.97M -$64K -1,486 -2%