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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.36B 34,216,062 +466,006 +1%
LPL Financial
2
LPL Financial
California
$661M 16,630,152 +1,001,451 +6%
Bank of America
3
Bank of America
North Carolina
$585M 14,710,507 -683,630 -4%
Ameriprise
4
Ameriprise
Minnesota
$388M 9,759,805 +311,918 +3%
Wells Fargo
5
Wells Fargo
California
$356M 8,958,087 +45,738 +0.5%
UBS Group
6
UBS Group
Switzerland
$341M 8,580,606 +82,007 +1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$255M 6,416,456 +100,226 +2%
RJA
8
Raymond James & Associates
Florida
$245M 6,161,451 +335,851 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$185M 4,656,511 -178,708 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$168M 4,226,427 +125,133 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$160M 4,019,365 +180,558 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$154M 3,878,563 +91,200 +2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$140M 3,516,445 +283,586 +9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$127M 3,204,719 +385,464 +14%
Stifel Financial
15
Stifel Financial
Missouri
$117M 2,952,735 -298,133 -9%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$86.2M 2,167,723 +43,400 +2%
PAG
17
Private Advisor Group
New Jersey
$79.4M 1,995,987 +384,360 +24%
Truist Financial
18
Truist Financial
North Carolina
$63.7M 1,601,745 +15,749 +1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$60M 1,508,060 +105,183 +7%
AAS
20
Avantax Advisory Services
Texas
$49.8M 1,251,770 +304 +0%
KAS
21
Kestra Advisory Services
Texas
$48.8M 1,227,649 +107,195 +10%
KIG
22
Kowal Investment Group
Wisconsin
$48.5M 1,220,535 +92,756 +8%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$42.7M 1,074,449 +55,229 +5%
TC
24
Trilogy Capital
California
$39.7M 984,156 -122,056 -11%
HI
25
Harbour Investments
Wisconsin
$36.8M 924,431 +118,222 +15%