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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 %
NFC
201
Northeast Financial Consultants
Connecticut
$1.17M -$92.8K -2,333 -7%
PAS
202
Park Avenue Securities
New York
$1.16M -$243K -6,110 -17%
KWM
203
Kingsview Wealth Management
Oregon
$1.16M +$11.7K +293 +1%
MHS
204
M Holdings Securities
Oregon
$1.15M -$27K -678 -2%
William Blair & Company
205
William Blair & Company
Illinois
$1.14M +$95.5K +2,403 +9%
CAG
206
Csenge Advisory Group
Florida
$1.13M +$17.6K +439 +2%
GWSG
207
GPS Wealth Strategies Group
Colorado
$1.12M +$404K +10,151 +57%
IFWM
208
Institute for Wealth Management
Colorado
$1.08M -$21.2K -534 -2%
CIAS
209
Capital Investment Advisory Services
North Carolina
$1.02M +$2.9K +73 +0.3%
SPI
210
Santori & Peters Inc
Pennsylvania
$1.01M +$32.9K +828 +3%
SAM
211
Strategy Asset Managers
California
$981K -$4.77K -120 -0.5%
CF
212
Centaurus Financial
California
$957K -$2.6M -65,235 -73%
PFA
213
Plotkin Financial Advisors
Maryland
$945K +$945K +23,752 New
VF
214
Virtu Financial
New York
$944K +$944K +23,728 New
AWA
215
Acorn Wealth Advisors
Michigan
$932K -$13K -328 -1%
RIA
216
Realta Investment Advisors
Delaware
$930K +$96.2K +2,418 +12%
FFG
217
Ford Financial Group
California
$927K -$93.8K -2,359 -9%
SMC
218
Smith, Moore & Co
Missouri
$925K +$133K +3,352 +17%
NA
219
NewEdge Advisors
Louisiana
$923K +$12.2K +307 +1%
AIP
220
Ahrens Investment Partners
Louisiana
$912K
BWP
221
Bernardo Wealth Planning
Pennsylvania
$897K -$8.65M -217,608 -91%
MOS
222
MGO One Seven
Ohio
$887K -$212K -5,330 -19%
NWS
223
Newport Wealth Strategies
California
$824K
SS
224
Simplicity Solutions
Minnesota
$823K -$330K -8,305 -29%
CGFA
225
Colton Groome Financial Advisors
North Carolina
$804K +$57K +1,434 +8%