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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 %
CPIG
151
Chicago Partners Investment Group
Illinois
$2.76M +$30.3K +750 +1%
SCA
152
Snowden Capital Advisors
New York
$2.75M -$423K -10,627 -13%
MA
153
Mutual Advisors
Nebraska
$2.68M +$100K +2,525 +4%
AFAS
154
Acorn Financial Advisory Services
Virginia
$2.61M +$698K +17,550 +36%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$2.54M +$130K +3,225 +5%
GVAG
156
Great Valley Advisor Group
Delaware
$2.46M +$516K +13,115 +27%
WP
157
WealthPLAN Partners
Nebraska
$2.39M -$45.4K -1,100 -2%
TA
158
TFG Advisers
Michigan
$2.31M -$2.31K -58 -0.1%
JWCA
159
J.W. Cole Advisors
Florida
$2.3M -$200K -5,021 -8%
CFD
160
Creative Financial Designs
Indiana
$2.3M +$47K +1,183 +2%
EP
161
Eudaimonia Partners
Tennessee
$2.27M +$77.3K +1,944 +4%
SB
162
Strategic Blueprint
Georgia
$2.21M +$582K +14,637 +36%
LA
163
LexAurum Advisors
Kansas
$2.16M -$1.76M -44,204 -45%
SFG
164
SageGuard Financial Group
Tennessee
$2.1M -$103K -2,586 -5%
NL
165
NWAM LLC
Washington
$2.1M
HAS
166
HBW Advisory Services
California
$2.08M -$62.6K -1,574 -3%
BCP
167
Blackhawk Capital Partners
Wisconsin
$2.08M +$430K +11,324 +26%
AWM
168
Accel Wealth Management
Iowa
$2.07M -$8.71K -219 -0.4%
RJT
169
Raymond James Trust
Florida
$2M +$56.4K +1,419 +3%
MP
170
McDonald Partners
Ohio
$1.95M +$323K +8,122 +20%
KFGK
171
Keystone Financial Group (Kentucky)
Kentucky
$1.93M +$2.31K +58 +0.1%
SIG
172
Sargent Investment Group
Maryland
$1.91M +$99K +2,488 +5%
SF
173
Synovus Financial
Georgia
$1.86M +$1.59M +40,081 +588%
TRCT
174
Tower Research Capital (TRC)
New York
$1.86M +$1.8M +45,133 +2,812%
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$1.84M +$457K +11,494 +33%