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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.17B 33,457,727 +135,249 +0.4%
LPL Financial
2
LPL Financial
California
$555M 15,830,700 +1,215,014 +8%
Bank of America
3
Bank of America
North Carolina
$543M 15,469,778 +48,326 +0.3%
Ameriprise
4
Ameriprise
Minnesota
$349M 9,946,918 +1,598,248 +19%
Wells Fargo
5
Wells Fargo
California
$334M 9,528,073 +88,006 +0.9%
UBS Group
6
UBS Group
Switzerland
$288M 8,214,072 -234,606 -3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$210M 5,986,374 -832,460 -12%
RJA
8
Raymond James & Associates
Florida
$208M 5,921,341 -12,082 -0.2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$176M 5,016,335 +405,528 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$140M 4,001,254 +231,431 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$129M 3,685,343 -194,969 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$126M 3,594,822 +144,854 +4%
Stifel Financial
13
Stifel Financial
Missouri
$107M 3,051,727 +341,844 +13%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$98.4M 2,806,211 +210,139 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$91.9M 2,621,271 +103,763 +4%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$78.7M 2,244,386 -3,244 -0.1%
Truist Financial
17
Truist Financial
North Carolina
$60.3M 1,719,275 +96,223 +6%
AAS
18
Avantax Advisory Services
Texas
$47.9M 1,365,825 -168,979 -11%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$47.7M 1,361,457 +703,180 +107%
PAG
20
Private Advisor Group
New Jersey
$45.5M 1,297,389 -28,785 -2%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$41.1M 1,172,313 -21,613 -2%
KAS
22
Kestra Advisory Services
Texas
$39.9M 1,146,227 +79,145 +7%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$39.7M 1,132,408 +16,837 +2%
TC
24
Trilogy Capital
California
$39.2M 1,116,810 -22,656 -2%
KIG
25
Kowal Investment Group
Wisconsin
$35M 984,315 +984,315 New