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First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
226
Vestmark Advisory Solutions
Massachusetts
$1.66M -$133K -3,339 -7%
Koshinski Asset Management
227
Koshinski Asset Management
Illinois
$1.66M -$257K -6,451 -13%
RA
228
RFG Advisory
Alabama
$1.66M +$319K +7,777 +24%
TC
229
Trilogy Capital
California
$1.66M +$147K +3,683 +10%
CFCI
230
Comprehensive Financial Consultants Institutional
Indiana
$1.65M -$21.8K -531 -1%
ACM
231
AlphaStar Capital Management
North Carolina
$1.61M -$12.9K -323 -0.8%
PD
232
Planning Directions
Pennsylvania
$1.6M -$88.1K -2,207 -5%
WAM
233
Walker Asset Management
Missouri
$1.6M +$39.1K +980 +3%
APWM
234
Atlas Private Wealth Management
New York
$1.58M -$78.7K -1,973 -5%
Northern Trust
235
Northern Trust
Illinois
$1.57M +$1.57M +39,399 New
SWM
236
Shelton Wealth Management
Texas
$1.54M -$400K -10,025 -21%
CS
237
Comerica Securities
Michigan
$1.49M +$76.9K +1,927 +5%
WIM
238
WealthPlan Investment Management
Nebraska
$1.44M -$126K -3,079 -8%
WP
239
WealthPLAN Partners
Nebraska
$1.43M +$1.43M +35,317 New
KWM
240
Kingsview Wealth Management
Oregon
$1.42M +$13.5K +337 +1%
SQA
241
Simon Quick Advisors
New Jersey
$1.41M +$9.62K +241 +0.7%
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$1.39M -$475K -11,763 -25%
BCP
243
Blackhawk Capital Partners
Wisconsin
$1.38M -$100K -2,505 -7%
SMC
244
Smith, Moore & Co
Missouri
$1.33M +$91.4K +2,291 +7%
GRP
245
Global Retirement Partners
California
$1.29M -$29.1K -728 -2%
VVP
246
Venture Visionary Partners
Ohio
$1.28M -$12.4K -311 -1%
SC
247
Savant Capital
Illinois
$1.26M -$9.94K -249 -0.8%
TCM
248
True Capital Management
California
$1.22M +$1.22M +30,579 New
CAC
249
Certified Advisory Corp
Florida
$1.21M +$3.87K +97 +0.3%
NFC
250
Northeast Financial Consultants
Connecticut
$1.21M +$8.22K +206 +0.7%