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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 %
JWCA
151
J.W. Cole Advisors
Florida
$2.39M +$161K +4,244 +7%
WP
152
WealthPLAN Partners
Nebraska
$2.35M -$3.25M -81,466 -58%
IWC
153
Integrated Wealth Concepts
Massachusetts
$2.34M +$866K +22,818 +59%
CCFM
154
Clear Creek Financial Management
Washington
$2.34M -$9.13M -233,218 -80%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$2.3M -$141K -3,667 -6%
CAG
156
Curtis Advisory Group
California
$2.28M -$863K -22,734 -27%
TA
157
TFG Advisers
Michigan
$2.21M -$40K -1,054 -2%
CFD
158
Creative Financial Designs
Indiana
$2.15M +$97.2K +2,559 +5%
SFG
159
SageGuard Financial Group
Tennessee
$2.1M +$49.6K +1,308 +2%
EP
160
Eudaimonia Partners
Tennessee
$2.1M +$284K +7,485 +16%
DWM
161
Denver Wealth Management
Colorado
$2.09M +$2.09M +49,318 New
HAS
162
HBW Advisory Services
California
$2.05M -$50.6K -1,332 -2%
AP
163
Americana Partners
Texas
$2.03M +$885K +27,204 +78%
NL
164
NWAM LLC
Washington
$2.01M +$304 +8 +0%
BCM
165
Breiter Capital Management
Florida
$2.01M -$64.7K -1,704 -3%
AWM
166
Accel Wealth Management
Iowa
$1.98M -$150K -3,955 -7%
HF
167
HRT Financial
New York
$1.95M +$1.04M +27,463 +115%
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$1.91M -$197K -5,188 -9%
GVAG
169
Great Valley Advisor Group
Delaware
$1.88M -$337K -8,865 -15%
RJT
170
Raymond James Trust
Florida
$1.85M -$223K -5,882 -11%
KFGK
171
Keystone Financial Group (Kentucky)
Kentucky
$1.84M -$208K -5,487 -10%
PD
172
Planning Directions
Pennsylvania
$1.83M -$78K -2,052 -4%
AFAS
173
Acorn Financial Advisory Services
Virginia
$1.83M +$243K +6,402 +15%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$1.82M -$26.9K -707 -1%
APWM
175
Atlas Private Wealth Management
New York
$1.8M +$171K +4,512 +11%