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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 %
CPIG
151
Chicago Partners Investment Group
Illinois
$3.96M +$469K +11,495 +13%
BA
152
Ballew Advisors
Mississippi
$3.93M +$90.1K +2,097 +2%
IWP
153
Icon Wealth Partners
Texas
$3.92M -$65.7K -1,526 -2%
SB
154
Strategic Blueprint
Georgia
$3.84M +$588K +13,658 +18%
AFAS
155
Acorn Financial Advisory Services
Virginia
$3.6M +$516K +11,982 +17%
BRWM
156
B. Riley Wealth Management
Tennessee
$3.42M +$130K +3,011 +4%
EFL
157
ERn Financial LLC
Wisconsin
$3.38M +$51.5K +1,196 +2%
MCWS
158
McKinley Carter Wealth Services
West Virginia
$3.32M -$188K -4,364 -5%
HI
159
Horizon Investments
North Carolina
$3.27M +$121K +2,814 +4%
KCFA
160
Key Client Fiduciary Advisors
New Jersey
$3.25M +$3.25M +75,575 New
CFGS
161
Concourse Financial Group Securities
Alabama
$3.16M -$296K -6,882 -9%
SWM
162
Shelton Wealth Management
Texas
$3.08M +$3.08M +71,617 New
SCA
163
Snowden Capital Advisors
New York
$3.06M +$60.9K +1,416 +2%
MA
164
Mutual Advisors
Nebraska
$3.03M -$38.4K -893 -1%
AWA
165
Arkadios Wealth Advisors
Georgia
$3.02M -$2.87M -66,746 -49%
GWANC
166
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.01M +$3.01M +69,813 New
AP
167
Americana Partners
Texas
$2.95M -$414K -9,635 -12%
GVAG
168
Great Valley Advisor Group
Delaware
$2.9M +$76.6K +1,823 +3%
FHA
169
First Horizon Advisors
Tennessee
$2.9M +$715K +16,616 +33%
JPMorgan Chase & Co
170
JPMorgan Chase & Co
New York
$2.79M +$88.1K +2,047 +3%
CFD
171
Creative Financial Designs
Indiana
$2.72M +$13.4K +311 +0.5%
MWM
172
MBE Wealth Management
Wisconsin
$2.62M -$299K -6,954 -10%
BCP
173
Blackhawk Capital Partners
Wisconsin
$2.53M -$8.31K -193 -0.3%
TA
174
TFG Advisers
Michigan
$2.52M -$19.2K -447 -0.8%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$2.41M -$224K -5,209 -9%