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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 %
GLA
176
Good Life Advisors
Pennsylvania
$1.39M -$108K -3,064 -7%
IWC
177
Integrated Wealth Concepts
Massachusetts
$1.36M +$84.9K +2,420 +7%
SIG
178
Sargent Investment Group
Maryland
$1.31M +$429K +12,224 +49%
AWG
179
Altus Wealth Group
Colorado
$1.3M +$1.3M +36,990 New
MSAM
180
Moloney Securities Asset Management
Missouri
$1.29M +$165K +4,715 +15%
CS
181
Comerica Securities
Michigan
$1.29M +$83.2K +2,374 +7%
VAS
182
Vestmark Advisory Solutions
Massachusetts
$1.29M +$229K +6,517 +22%
SHWM
183
Silicon Hills Wealth Management
Texas
$1.28M -$13.1K -373 -1%
SI
184
Stephens Inc
Arkansas
$1.25M +$24.6K +700 +2%
AP
185
Americana Partners
Texas
$1.23M +$1.23M +35,076 New
SF
186
Synovus Financial
Georgia
$1.22M +$984K +28,050 +410%
UR
187
USCA RIA
Texas
$1.2M +$1.2M +34,159 New
BPA
188
Beacon Pointe Advisors
California
$1.2M -$222K -6,309 -16%
AWAP
189
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.19M +$1.19M +33,812 New
SC
190
Savant Capital
Illinois
$1.16M +$2.77K +79 +0.2%
BFS
191
Bickling Financial Services
Massachusetts
$1.12M +$1.12M +31,898 New
VFA
192
Voya Financial Advisors
Connecticut
$1.11M +$151K +4,320 +16%
NFC
193
Northeast Financial Consultants
Connecticut
$1.1M +$6.66K +190 +0.6%
BBA
194
Braun-Bostich & Associates
Pennsylvania
$1.05M +$1.05M +30,051 New
MHS
195
M Holdings Securities
Oregon
$1.05M -$14K -400 -1%
DI
196
DFPG Investments
Utah
$1.05M -$79.8K -2,243 -7%
PAS
197
Park Avenue Securities
New York
$1.04M +$415K +11,844 +67%
KWM
198
Kingsview Wealth Management
Oregon
$1.03M -$35.1K -1,000 -3%
PP
199
Prudential plc
United Kingdom
$982K +$982K +28,000 New
SAM
200
Strategy Asset Managers
California
$979K -$309K -8,803 -24%