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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 %
KFGK
176
Keystone Financial Group (Kentucky)
Kentucky
$1.92M +$15.6K +398 +0.8%
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$1.9M +$576K +14,686 +44%
VAS
178
Vestmark Advisory Solutions
Massachusetts
$1.88M +$127K +3,232 +7%
SF
179
Synovus Financial
Georgia
$1.87M +$37K +946 +2%
PD
180
Planning Directions
Pennsylvania
$1.69M -$72.4K -1,848 -4%
SI
181
Stephens Inc
Arkansas
$1.68M +$39.4K +1,004 +2%
APWM
182
Atlas Private Wealth Management
New York
$1.61M -$123K -3,126 -7%
UCFA
183
United Capital Financial Advisors
Texas
$1.55M -$95.2K -2,429 -6%
HCIA
184
Hochman Cole Investment Advisors
Illinois
$1.4M +$926K +23,612 +195%
PAS
185
Park Avenue Securities
New York
$1.35M +$214K +5,448 +19%
VVP
186
Venture Visionary Partners
Ohio
$1.35M -$58.9K -1,504 -4%
CAC
187
Certified Advisory Corp
Florida
$1.32M +$1.25K +32 +0.1%
VWA
188
V Wealth Advisors
Kansas
$1.31M -$6.27K -160 -0.5%
SC
189
Savant Capital
Illinois
$1.29M
AWG
190
Altus Wealth Group
Colorado
$1.29M -$8.74K -223 -0.7%
SWA
191
Stratos Wealth Advisors
Ohio
$1.28M +$921K +23,477 +259%
SHWM
192
Silicon Hills Wealth Management
Texas
$1.27M
CS
193
Comerica Securities
Michigan
$1.25M +$59.7K +1,523 +5%
DI
194
DFPG Investments
Utah
$1.23M +$3.26K +80 +0.3%
BBA
195
Braun-Bostich & Associates
Pennsylvania
$1.23M -$9.29K -237 -0.8%
William Blair & Company
196
William Blair & Company
Illinois
$1.22M +$95.1K +2,425 +8%
AF
197
Advisornet Financial
Minnesota
$1.2M +$1.12M +28,654 +1,484%
FHA
198
Flagship Harbor Advisors
Massachusetts
$1.19M
BWM
199
Baystate Wealth Management
Massachusetts
$1.19M -$288K -7,340 -19%
NFC
200
Northeast Financial Consultants
Connecticut
$1.15M +$4.59K +117 +0.4%