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First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
226
Kingsview Wealth Management
Oregon
$1.26M -$1.72K -48 -0.1%
SQA
227
Simon Quick Advisors
New Jersey
$1.26M +$6.84K +191 +0.5%
CIAS
228
Capital Investment Advisory Services
North Carolina
$1.25M +$448K +12,527 +56%
NFG
229
Nations Financial Group
Iowa
$1.23M +$119K +3,315 +11%
HI
230
Horizon Investments
North Carolina
$1.18M -$442K -12,352 -27%
VVP
231
Venture Visionary Partners
Ohio
$1.16M +$2.61K +73 +0.2%
SC
232
Savant Capital
Illinois
$1.14M +$8.92K +249 +0.8%
SMC
233
Smith, Moore & Co
Missouri
$1.11M +$139K +3,878 +14%
EWM
234
EPG Wealth Management
Georgia
$1.1M +$44.5K +1,242 +4%
HF
235
HRT Financial
New York
$1.09M +$1.09M +30,451 New
CAC
236
Certified Advisory Corp
Florida
$1.08M -$8.02K -224 -0.7%
NFC
237
Northeast Financial Consultants
Connecticut
$1.07M +$5.87K +164 +0.5%
DI
238
DFPG Investments
Utah
$1.07M +$74 +2 +0%
TSWM
239
Tyler-Stone Wealth Management
Ohio
$1.07M -$11.4K -319 -1%
AWM
240
Axxcess Wealth Management
California
$1.06M
MWM
241
Mattern Wealth Management
Kansas
$1.06M +$249K +6,954 +31%
LAS
242
LWM Advisory Services
Florida
$1.03M +$607K +16,968 +142%
BWM
243
Baystate Wealth Management
Massachusetts
$1.03M -$20.2K -565 -2%
William Blair & Company
244
William Blair & Company
Illinois
$997K -$67.6K -1,888 -6%
UCFA
245
United Capital Financial Advisors
Texas
$990K -$83.7K -2,339 -8%
AWA
246
Alta Wealth Advisors
Massachusetts
$968K +$27.1K +757 +3%
CFGS
247
Concourse Financial Group Securities
Alabama
$934K -$73.7K -2,059 -7%
RIA
248
Realta Investment Advisors
Delaware
$929K +$138K +3,857 +17%
BWP
249
Bernardo Wealth Planning
Pennsylvania
$917K -$25.8K -700 -3%
IFWM
250
Institute for Wealth Management
Colorado
$891K -$35.8K -1,000 -4%