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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 %
EWM
201
EPG Wealth Management
Georgia
$1.15M -$55.1K -1,406 -5%
KWM
202
Kingsview Wealth Management
Oregon
$1.13M -$3.18K -81 -0.3%
GWSG
203
GPS Wealth Strategies Group
Colorado
$1.12M +$16.9K +432 +2%
CAG
204
Csenge Advisory Group
Florida
$1.1M -$10.4K -263 -0.9%
IFWM
205
Institute for Wealth Management
Colorado
$1.06M
SPI
206
Santori & Peters Inc
Pennsylvania
$1.04M +$51.8K +1,322 +5%
IAN
207
Integrated Advisors Network
Texas
$1.03M +$671K +17,116 +187%
SS
208
Simplicity Solutions
Minnesota
$1.02M +$205K +5,231 +25%
CIAS
209
Capital Investment Advisory Services
North Carolina
$1.01M +$3.14K +80 +0.3%
SMA
210
Sage Mountain Advisors
Georgia
$1.01M +$1.01M +25,633 New
NA
211
NewEdge Advisors
Louisiana
$973K +$62.9K +1,604 +7%
CCG
212
Cypress Capital Group
Florida
$958K +$199K +5,064 +26%
SMC
213
Smith, Moore & Co
Missouri
$956K +$43.6K +1,112 +5%
FFG
214
Ford Financial Group
California
$909K -$4.7K -120 -0.5%
AA
215
Advisory Alpha
Michigan
$900K +$900K +22,949 New
AIP
216
Ahrens Investment Partners
Louisiana
$899K
AWA
217
Acorn Wealth Advisors
Michigan
$895K -$23.9K -610 -3%
RIA
218
Realta Investment Advisors
Delaware
$890K -$26.3K -670 -3%
SAM
219
Strategy Asset Managers
California
$886K -$81.1K -2,069 -8%
RIA
220
Regal Investment Advisors
Michigan
$885K +$512K +13,059 +137%
PFA
221
Plotkin Financial Advisors
Maryland
$884K -$47K -1,199 -5%
BWP
222
Bernardo Wealth Planning
Pennsylvania
$884K +$117 +3 +0%
AWA
223
Alta Wealth Advisors
Massachusetts
$838K +$130K +3,303 +18%
NWS
224
Newport Wealth Strategies
California
$813K
CGFA
225
Colton Groome Financial Advisors
North Carolina
$798K +$5.41K +138 +0.7%