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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 %
IFWM
201
Institute for Wealth Management
Colorado
$967K +$967K +27,570 New
CF
202
Centaurus Financial
California
$962K +$538K +15,347 +127%
CGFA
203
Colton Groome Financial Advisors
North Carolina
$950K -$13.4K -381 -1%
MP
204
McDonald Partners
Ohio
$941K +$941K +26,834 New
LFF
205
Level Four Financial
Texas
$907K +$907K +25,874 New
SAM
206
SignalPoint Asset Management
Missouri
$893K +$142K +4,063 +19%
FFG
207
Ford Financial Group
California
$888K -$34.9K -994 -4%
MOS
208
MGO One Seven
Ohio
$883K +$616K +17,567 +231%
22CM
209
20/20 Capital Management
California
$877K +$877K +24,924 New
SPI
210
Santori & Peters Inc
Pennsylvania
$870K +$80.1K +2,253 +10%
AWA
211
Acorn Wealth Advisors
Michigan
$851K -$63.3K -1,805 -7%
AIP
212
Ahrens Investment Partners
Louisiana
$850K -$40.4K -1,152 -5%
HF
213
HRT Financial
New York
$839K -$811K -23,137 -49%
CIAS
214
Capital Investment Advisory Services
North Carolina
$807K +$74K +2,111 +10%
BAAM
215
Baker Avenue Asset Management
California
$794K +$1.47K +42 +0.2%
MC
216
Moors & Cabot
Massachusetts
$793K -$37K -1,050 -4%
NA
217
NewEdge Advisors
Louisiana
$767K +$61.8K +1,762 +9%
PWM
218
PRW Wealth Management
Massachusetts
$752K +$306K +8,733 +69%
William Blair & Company
219
William Blair & Company
Illinois
$689K +$15.1K +430 +2%
WEC
220
Winslow Evans & Crocker
Massachusetts
$687K +$443K +19,012 +182%
OPA
221
Old Port Advisors
Maine
$684K -$5.78K -167 -0.8%
GWSG
222
GPS Wealth Strategies Group
Colorado
$678K -$143K -4,073 -17%
BA
223
Bridge Advisory
California
$674K +$674K +19,210 New
JIP
224
Jaffetilchin Investment Partners
Florida
$669K -$122K -3,480 -15%
FA
225
FMA Advisory
Pennsylvania
$661K -$27.6K -787 -4%