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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.28B 33,750,056 +292,329 +0.9%
LPL Financial
2
LPL Financial
California
$594M 15,628,701 -201,999 -1%
Bank of America
3
Bank of America
North Carolina
$585M 15,394,137 -75,641 -0.5%
Ameriprise
4
Ameriprise
Minnesota
$361M 9,447,887 -499,031 -5%
Wells Fargo
5
Wells Fargo
California
$338M 8,912,349 -615,724 -6%
UBS Group
6
UBS Group
Switzerland
$323M 8,498,599 +284,527 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$240M 6,316,230 +329,856 +6%
RJA
8
Raymond James & Associates
Florida
$221M 5,825,600 -95,741 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$184M 4,835,219 -181,116 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$156M 4,101,294 +100,040 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$146M 3,838,807 +243,985 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$144M 3,787,363 +102,020 +3%
Stifel Financial
13
Stifel Financial
Missouri
$123M 3,250,868 +199,141 +7%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$123M 3,232,859 +426,648 +15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$107M 2,819,255 +197,984 +8%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$80.7M 2,124,323 -120,063 -5%
PAG
17
Private Advisor Group
New Jersey
$61.2M 1,611,627 +314,238 +24%
Truist Financial
18
Truist Financial
North Carolina
$60.2M 1,585,996 -133,279 -8%
AWM
19
AE Wealth Management
Kansas
$58.3M 1,535,302 +1,023,718 +200%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$53.3M 1,402,877 +41,420 +3%
AAS
21
Avantax Advisory Services
Texas
$47.5M 1,251,466 -114,359 -8%
NEPWA
22
New England Private Wealth Advisors
Massachusetts
$43.3M 1,140,478 -31,835 -3%
KIG
23
Kowal Investment Group
Wisconsin
$42.8M 1,127,779 +143,464 +15%
KAS
24
Kestra Advisory Services
Texas
$42.6M 1,120,454 -25,773 -2%
TC
25
Trilogy Capital
California
$42M 1,106,212 -10,598 -0.9%