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First Trust Value Line Dividend Fund

463 hedge funds and large institutions have $8.23B invested in First Trust Value Line Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+66
Holders Change %
+16.62%
% of All Funds
7.15%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.85%
New
104
Increased
186
Reduced
115
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
201
WealthPLAN Partners
Nebraska
$1.58M -$473K -11,325 -23%
AF
202
Advisornet Financial
Minnesota
$1.57M +$250K +5,806 +19%
PAS
203
Park Avenue Securities
New York
$1.56M +$76.2K +1,770 +5%
BAM
204
Belpointe Asset Management
Nevada
$1.46M +$1.31M +30,411 +851%
CAC
205
Certified Advisory Corp
Florida
$1.46M +$3.57K +83 +0.2%
VVP
206
Venture Visionary Partners
Ohio
$1.44M -$38.4K -893 -3%
SC
207
Savant Capital
Illinois
$1.42M -$3.4K -79 -0.2%
CS
208
Comerica Securities
Michigan
$1.41M +$39.9K +928 +3%
UCFA
209
United Capital Financial Advisors
Texas
$1.39M -$310K -7,200 -18%
AWG
210
Altus Wealth Group
Colorado
$1.37M -$45.6K -1,059 -3%
FHA
211
Flagship Harbor Advisors
Massachusetts
$1.37M +$80.7K +1,876 +6%
VWA
212
V Wealth Advisors
Kansas
$1.36M -$84.6K -1,965 -6%
TSWM
213
Tyler-Stone Wealth Management
Ohio
$1.31M +$1.31M +30,314 New
BWM
214
Baystate Wealth Management
Massachusetts
$1.29M -$11.1K -259 -0.9%
TA
215
TrueWealth Advisors
Alabama
$1.29M +$1.29M +30,067 New
KWM
216
Kingsview Wealth Management
Oregon
$1.28M +$37.7K +877 +3%
GWSG
217
GPS Wealth Strategies Group
Colorado
$1.28M +$48.4K +1,125 +4%
Natixis Advisors
218
Natixis Advisors
Massachusetts
$1.28M +$670K +15,570 +111%
NFC
219
Northeast Financial Consultants
Connecticut
$1.27M +$6.85K +159 +0.5%
William Blair & Company
220
William Blair & Company
Illinois
$1.27M -$74.4K -1,730 -6%
EWM
221
EPG Wealth Management
Georgia
$1.25M -$7.4K -172 -0.6%
DI
222
DFPG Investments
Utah
$1.25M -$20.8K -496 -2%
SPI
223
Santori & Peters Inc
Pennsylvania
$1.21M +$65.1K +1,513 +6%
AWM
224
Axxcess Wealth Management
California
$1.2M +$1.2M +27,825 New
SHWM
225
Silicon Hills Wealth Management
Texas
$1.18M -$210K -4,871 -15%