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First Trust Value Line Dividend Fund

511 hedge funds and large institutions have $7.8B invested in First Trust Value Line Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
8.18%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.07%
New
56
Increased
191
Reduced
185
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
226
Raymond James Trust
Florida
$1.92M +$134K +3,344 +8%
AF
227
Advisornet Financial
Minnesota
$1.82M +$18.6K +464 +1%
MIFH
228
Migdal Insurance & Financial Holdings
Israel
$1.77M -$3.09M -77,050 -64%
DWM
229
Denver Wealth Management
Colorado
$1.74M -$224K -5,569 -11%
Koshinski Asset Management
230
Koshinski Asset Management
Illinois
$1.69M +$18.4K +459 +1%
FHA
231
Flagship Harbor Advisors
Massachusetts
$1.64M -$3.3M -82,109 -67%
APWM
232
Atlas Private Wealth Management
New York
$1.63M +$45.1K +1,122 +3%
VAS
233
Vestmark Advisory Solutions
Massachusetts
$1.63M -$42.9K -1,068 -3%
MFG
234
Merit Financial Group
Georgia
$1.63M -$45.6K -1,135 -3%
RA
235
RFG Advisory
Alabama
$1.63M +$2.57K +64 +0.2%
KWM
236
Kingsview Wealth Management
Oregon
$1.62M +$191K +4,752 +13%
USCWA
237
U.S. Capital Wealth Advisors
Texas
$1.6M -$115K -2,862 -7%
WAM
238
Walker Asset Management
Missouri
$1.59M -$22.1K -550 -1%
GRP
239
Global Retirement Partners
California
$1.58M +$282K +7,008 +22%
LFAS
240
Level Four Advisory Services
Texas
$1.57M +$745K +18,539 +91%
CFCI
241
Comprehensive Financial Consultants Institutional
Indiana
$1.53M -$88.5K -2,203 -5%
CS
242
Comerica Securities
Michigan
$1.53M +$29.2K +726 +2%
HGERS
243
Householder Group Estate & Retirement Specialist
Arizona
$1.48M +$1.48M +36,752 New
PD
244
Planning Directions
Pennsylvania
$1.45M -$159K -3,960 -10%
WP
245
WealthPLAN Partners
Nebraska
$1.45M +$26.8K +667 +2%
SQA
246
Simon Quick Advisors
New Jersey
$1.38M -$37.3K -929 -3%
SMC
247
Smith, Moore & Co
Missouri
$1.36M +$24.8K +618 +2%
VVP
248
Venture Visionary Partners
Ohio
$1.3M +$9.56K +238 +0.7%
SC
249
Savant Capital
Illinois
$1.27M
Thrivent Financial for Lutherans
250
Thrivent Financial for Lutherans
Minnesota
$1.27M -$3.94M -98,807 -76%