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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 %
HAS
151
HBW Advisory Services
California
$1.94M +$113K +3,216 +6%
RJT
152
Raymond James Trust
Florida
$1.92M -$36.2K -1,033 -2%
BCM
153
Breiter Capital Management
Florida
$1.91M -$121K -3,456 -6%
CAS
154
Coppell Advisory Solutions
Texas
$1.9M +$1.9M +54,092 New
CFD
155
Creative Financial Designs
Indiana
$1.9M -$89.1K -2,539 -4%
SFG
156
SageGuard Financial Group
Tennessee
$1.89M +$1.89M +54,152 New
KFGK
157
Keystone Financial Group (Kentucky)
Kentucky
$1.89M -$489K -13,940 -21%
BCP
158
Blackhawk Capital Partners
Wisconsin
$1.87M +$30K +953 +2%
NL
159
NWAM LLC
Washington
$1.85M -$57.4K -1,638 -3%
BA
160
Ballew Advisors
Mississippi
$1.83M +$45.7K +1,287 +3%
PD
161
Planning Directions
Pennsylvania
$1.76M +$6.21K +177 +0.4%
IA
162
Insight Advisors
Pennsylvania
$1.75M +$1.75M +49,915 New
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$1.71M +$193K +5,504 +13%
IAIM
164
International Assets Investment Management
Florida
$1.68M -$210 -6 -0%
EP
165
Eudaimonia Partners
Tennessee
$1.68M -$27.1K -774 -2%
FHA
166
Flagship Harbor Advisors
Massachusetts
$1.66M +$657K +18,735 +65%
VVP
167
Venture Visionary Partners
Ohio
$1.59M +$1.59M +45,241 New
FPWM
168
FSB Premier Wealth Management
Iowa
$1.51M +$1.51M +43,143 New
UCFA
169
United Capital Financial Advisors
Texas
$1.51M -$14.7K -418 -1%
APWM
170
Atlas Private Wealth Management
New York
$1.51M +$60.3K +1,719 +4%
AFAS
171
Acorn Financial Advisory Services
Virginia
$1.46M +$544K +15,533 +59%
CAG
172
Csenge Advisory Group
Florida
$1.44M -$5.68K -162 -0.4%
GRP
173
Global Retirement Partners
California
$1.42M +$18.2K +520 +1%
VWA
174
V Wealth Advisors
Kansas
$1.41M +$1.41M +40,298 New
BWM
175
Baystate Wealth Management
Massachusetts
$1.39M -$167K -4,765 -11%