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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 %
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$1.82M -$85.4K -2,147 -4%
BPA
177
Beacon Pointe Advisors
California
$1.8M +$441K +11,077 +32%
PD
178
Planning Directions
Pennsylvania
$1.79M -$128K -3,217 -7%
VAS
179
Vestmark Advisory Solutions
Massachusetts
$1.77M +$78.4K +1,972 +5%
APWM
180
Atlas Private Wealth Management
New York
$1.76M -$129K -3,242 -7%
UCFA
181
United Capital Financial Advisors
Texas
$1.67M -$40 -1 -0%
SI
182
Stephens Inc
Arkansas
$1.66M +$151K +3,790 +10%
GLA
183
Good Life Advisors
Pennsylvania
$1.62M +$45.4K +1,142 +3%
RWM
184
Ritholtz Wealth Management
New York
$1.5M +$1.5M +37,812 New
BWM
185
Baystate Wealth Management
Massachusetts
$1.5M +$1.39K +35 +0.1%
FHA
186
First Horizon Advisors
Tennessee
$1.46M +$910K +22,896 +166%
VVP
187
Venture Visionary Partners
Ohio
$1.42M -$330K -8,294 -19%
Koshinski Asset Management
188
Koshinski Asset Management
Illinois
$1.34M -$657K -16,524 -33%
VWA
189
V Wealth Advisors
Kansas
$1.34M -$35.3K -885 -3%
CAC
190
Certified Advisory Corp
Florida
$1.34M +$2.86K +72 +0.2%
AWG
191
Altus Wealth Group
Colorado
$1.32M -$301K -7,569 -19%
SC
192
Savant Capital
Illinois
$1.31M
SHWM
193
Silicon Hills Wealth Management
Texas
$1.28M -$22K -552 -2%
BBA
194
Braun-Bostich & Associates
Pennsylvania
$1.25M +$42.7K +1,074 +4%
PP
195
Prudential plc
United Kingdom
$1.23M +$1.23M +31,000 New
EWM
196
EPG Wealth Management
Georgia
$1.22M +$245K +6,160 +25%
DI
197
DFPG Investments
Utah
$1.21M -$25.1K -626 -2%
CS
198
Comerica Securities
Michigan
$1.21M -$303K -7,621 -20%
MSAM
199
Moloney Securities Asset Management
Missouri
$1.2M -$34.4K -864 -3%
FHA
200
Flagship Harbor Advisors
Massachusetts
$1.19M +$42.8K +1,075 +4%