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First Trust Value Line Dividend Fund

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$1.25M
DI
227
DFPG Investments
Utah
$1.23M -$34.1K -801 -3%
CFGS
228
Concourse Financial Group Securities
Alabama
$1.23M -$1.88M -44,414 -61%
PWM
229
PRW Wealth Management
Massachusetts
$1.21M +$737K +17,430 +157%
RIA
230
Regal Investment Advisors
Michigan
$1.19M +$46.7K +1,104 +4%
IFWM
231
Institute for Wealth Management
Colorado
$1.14M -$6.98K -165 -0.6%
MHS
232
M Holdings Securities
Oregon
$1.12M +$1.12M +26,428 New
CCG
233
Cypress Capital Group
Florida
$1.11M +$443K +10,478 +66%
AWA
234
Alta Wealth Advisors
Massachusetts
$1.11M +$33.7K +796 +3%
PPW
235
Pinnacle Private Wealth
Massachusetts
$1.11M -$45.3K -1,072 -4%
SHWM
236
Silicon Hills Wealth Management
Texas
$1.1M -$57.1K -1,351 -5%
SMC
237
Smith, Moore & Co
Missouri
$1.1M +$56.9K +1,345 +5%
SS
238
Simplicity Solutions
Minnesota
$1.09M +$1.09M +25,830 New
SPI
239
Santori & Peters Inc
Pennsylvania
$1.09M -$104K -2,454 -9%
BWP
240
Bernardo Wealth Planning
Pennsylvania
$1.07M +$12.4K +294 +1%
BDWM
241
Brewin Dolphin Wealth Management
Ireland
$1.07M +$8.46K +200 +0.8%
BBA
242
Braun-Bostich & Associates
Pennsylvania
$1.05M +$1.05M +24,874 New
CA
243
Continuum Advisory
Idaho
$1.05M +$384K +9,469 +58%
TLFA
244
True Link Financial Advisors
California
$1.03M +$1.02M +24,041 +11,503%
PA
245
PSI Advisors
Florida
$1.02M +$324K +7,650 +47%
FFG
246
Ford Financial Group
California
$996K +$2.49K +59 +0.3%
Natixis Advisors
247
Natixis Advisors
Massachusetts
$983K -$271K -6,398 -22%
CIAS
248
Capital Investment Advisory Services
North Carolina
$981K -$107K -2,531 -10%
GSC
249
G&S Capital
Colorado
$978K +$978K +23,129 New
RIA
250
Realta Investment Advisors
Delaware
$973K +$65.4K +1,547 +7%