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First Trust Value Line Dividend Fund

404 hedge funds and large institutions have $6.89B invested in First Trust Value Line Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 173 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+18
Holders Change %
+4.66%
% of All Funds
7.11%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.76%
New
50
Increased
173
Reduced
127
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFC
201
Northeast Financial Consultants
Connecticut
$1.2M +$5.51K +145 +0.5%
DI
202
DFPG Investments
Utah
$1.19M +$53.2K +1,380 +5%
YIH
203
Y-Intercept (HK)
Hong Kong
$1.18M +$1.18M +30,967 New
MSAM
204
Moloney Securities Asset Management
Missouri
$1.17M -$228K -5,993 -16%
BBA
205
Braun-Bostich & Associates
Pennsylvania
$1.16M +$15.3K +402 +1%
MHS
206
M Holdings Securities
Oregon
$1.13M -$9.88K -260 -0.9%
SS
207
Simplicity Solutions
Minnesota
$1.1M -$17M -448,299 -94%
FHA
208
Flagship Harbor Advisors
Massachusetts
$1.1M -$705K -18,557 -39%
KWM
209
Kingsview Wealth Management
Oregon
$1.09M -$31.8K -834 -3%
CAG
210
Csenge Advisory Group
Florida
$1.07M -$516K -13,389 -33%
MOS
211
MGO One Seven
Ohio
$1.05M +$93.3K +2,457 +10%
IFWM
212
Institute for Wealth Management
Colorado
$1.05M
E
213
Ergoteles
New York
$1.01M +$1.01M +26,572 New
William Blair & Company
214
William Blair & Company
Illinois
$1M +$254K +6,674 +34%
FFG
215
Ford Financial Group
California
$975K +$13.4K +353 +1%
CIAS
216
Capital Investment Advisory Services
North Carolina
$973K +$99.3K +2,615 +11%
SAM
217
Strategy Asset Managers
California
$941K -$119K -3,144 -11%
EWM
218
EPG Wealth Management
Georgia
$930K +$490K +12,903 +111%
SPI
219
Santori & Peters Inc
Pennsylvania
$929K
BAAM
220
Baker Avenue Asset Management
California
$908K +$48K +1,265 +6%
AWA
221
Acorn Wealth Advisors
Michigan
$903K -$18.7K -491 -2%
PWM
222
PRW Wealth Management
Massachusetts
$888K +$72.9K +1,919 +9%
AIP
223
Ahrens Investment Partners
Louisiana
$871K -$49.3K -1,298 -5%
NA
224
NewEdge Advisors
Louisiana
$870K +$39.1K +1,030 +5%
RIA
225
Realta Investment Advisors
Delaware
$796K +$575K +15,143 +260%