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First Trust Value Line Dividend Fund

481 hedge funds and large institutions have $7.5B invested in First Trust Value Line Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 174 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.13%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.9%
New
40
Increased
184
Reduced
174
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
226
Certified Advisory Corp
Florida
$1.18M +$2.37K +61 +0.2%
TSWM
227
Tyler-Stone Wealth Management
Ohio
$1.17M -$87.9K -2,265 -7%
UCFA
228
United Capital Financial Advisors
Texas
$1.17M -$76.5K -1,972 -6%
BCP
229
Blackhawk Capital Partners
Wisconsin
$1.16M -$367K -9,446 -24%
NFC
230
Northeast Financial Consultants
Connecticut
$1.16M +$4.97K +128 +0.4%
William Blair & Company
231
William Blair & Company
Illinois
$1.16M +$12.9K +332 +1%
AWM
232
Axxcess Wealth Management
California
$1.15M
EWM
233
EPG Wealth Management
Georgia
$1.14M -$41.9K -1,080 -4%
BWM
234
Baystate Wealth Management
Massachusetts
$1.14M -$5.28K -136 -0.5%
TA
235
TrueWealth Advisors
Alabama
$1.13M -$39.4K -1,014 -3%
DI
236
DFPG Investments
Utah
$1.11M -$959 -25 -0.1%
PWM
237
PRW Wealth Management
Massachusetts
$1.11M
CFGS
238
Concourse Financial Group Securities
Alabama
$1.09M -$32.1K -826 -3%
CP
239
Camelot Portfolios
Ohio
$1.07M -$406K -10,477 -28%
SMC
240
Smith, Moore & Co
Missouri
$1.05M +$41.3K +1,063 +4%
PPW
241
Pinnacle Private Wealth
Massachusetts
$1.05M +$36.4K +938 +4%
SS
242
Simplicity Solutions
Minnesota
$1.04M +$40.3K +1,038 +4%
AWA
243
Alta Wealth Advisors
Massachusetts
$1.02M +$2.02K +52 +0.2%
RIA
244
Regal Investment Advisors
Michigan
$1.01M -$81.1K -2,089 -7%
IFWM
245
Institute for Wealth Management
Colorado
$1.01M -$37.7K -971 -4%
CCG
246
Cypress Capital Group
Florida
$1M -$16.2K -417 -2%
BWP
247
Bernardo Wealth Planning
Pennsylvania
$992K +$6.86K +177 +0.7%
CWM
248
Concentrum Wealth Management
California
$982K +$579K +14,927 +144%
BBA
249
Braun-Bostich & Associates
Pennsylvania
$954K -$11.6K -298 -1%
BDWM
250
Brewin Dolphin Wealth Management
Ireland
$952K -$26.2K -675 -3%