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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 %
HI
151
Horizon Investments
North Carolina
$2.87M -$2.87M -73,112 -50%
AFAS
152
Acorn Financial Advisory Services
Virginia
$2.81M +$237K +6,048 +9%
MA
153
Mutual Advisors
Nebraska
$2.79M +$151K +3,842 +6%
SCA
154
Snowden Capital Advisors
New York
$2.74M +$29.8K +759 +1%
MWM
155
MBE Wealth Management
Wisconsin
$2.65M -$420K -10,724 -14%
GVAG
156
Great Valley Advisor Group
Delaware
$2.64M +$186K +4,758 +8%
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$2.47M +$653K +16,664 +36%
CFD
158
Creative Financial Designs
Indiana
$2.46M +$198K +5,045 +9%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$2.4M +$601K +15,336 +33%
TA
160
TFG Advisers
Michigan
$2.31M +$30.8K +786 +1%
BCP
161
Blackhawk Capital Partners
Wisconsin
$2.31M +$170K +4,324 +8%
EP
162
Eudaimonia Partners
Tennessee
$2.27M +$31.6K +807 +1%
RJT
163
Raymond James Trust
Florida
$2.15M +$180K +4,591 +9%
PSF
164
Pacific Sun Financial
California
$2.11M +$2.11M +53,815 New
MSAM
165
Moloney Securities Asset Management
Missouri
$2.11M +$929K +23,693 +79%
NL
166
NWAM LLC
Washington
$2.11M +$32.6K +833 +2%
LA
167
LexAurum Advisors
Kansas
$2.1M -$31.8K -811 -1%
JWCA
168
J.W. Cole Advisors
Florida
$2.05M -$217K -5,523 -10%
WP
169
WealthPLAN Partners
Nebraska
$2.05M -$364K -8,738 -15%
HAS
170
HBW Advisory Services
California
$2.04M -$11.4K -291 -0.6%
MP
171
McDonald Partners
Ohio
$2.04M +$120K +3,051 +6%
SIG
172
Sargent Investment Group
Maryland
$2.03M +$146K +3,713 +8%
AWM
173
Accel Wealth Management
Iowa
$1.99M -$49.4K -1,260 -2%
FHA
174
First Horizon Advisors
Tennessee
$1.99M +$548K +13,994 +38%
BPA
175
Beacon Pointe Advisors
California
$1.93M +$152K +3,876 +9%