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First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
226
Advisornet Financial
Minnesota
$1.8M -$13.4K -335 -0.7%
DWM
227
Denver Wealth Management
Colorado
$1.78M +$39.4K +982 +2%
KWM
228
Kingsview Wealth Management
Oregon
$1.75M +$137K +3,407 +8%
Cerity Partners
229
Cerity Partners
New York
$1.74M +$1.74M +43,410 New
GIM
230
Goelzer Investment Management
Indiana
$1.73M -$253K -6,305 -13%
RA
231
RFG Advisory
Alabama
$1.66M +$36.6K +914 +2%
GRP
232
Global Retirement Partners
California
$1.63M +$51.8K +1,293 +3%
Lido Advisors
233
Lido Advisors
California
$1.63M -$371K -9,251 -19%
VAS
234
Vestmark Advisory Solutions
Massachusetts
$1.62M -$8.26K -206 -0.5%
APWM
235
Atlas Private Wealth Management
New York
$1.58M -$52.8K -1,318 -3%
WAM
236
Walker Asset Management
Missouri
$1.56M -$24.5K -610 -2%
NL
237
NWAM LLC
Washington
$1.55M -$465K -11,606 -23%
CS
238
Comerica Securities
Michigan
$1.54M +$9.39K +234 +0.6%
CFCI
239
Comprehensive Financial Consultants Institutional
Indiana
$1.49M -$42.5K -1,058 -3%
IAS
240
Insigneo Advisory Services
Florida
$1.44M +$717K +17,897 +99%
PAS
241
Park Avenue Securities
New York
$1.43M +$563K +14,051 +65%
SMC
242
Smith, Moore & Co
Missouri
$1.41M +$51.4K +1,281 +4%
MLRA
243
Main Line Retirement Advisors
Montana
$1.4M +$1.4M +34,873 New
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
$1.39M +$1.12M +28,005 +420%
OFS
245
OneAscent Financial Services
Alabama
$1.39M +$176K +4,387 +15%
VVP
246
Venture Visionary Partners
Ohio
$1.33M +$28.9K +721 +2%
PD
247
Planning Directions
Pennsylvania
$1.31M -$138K -3,448 -10%
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$1.31M -$376K -9,371 -22%
SC
249
Savant Capital
Illinois
$1.27M
DI
250
DFPG Investments
Utah
$1.25M +$80.3K +1,977 +7%