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First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
226
Park Avenue Securities
New York
$1.67M +$331K +8,848 +25%
RA
227
RFG Advisory
Alabama
$1.62M +$72.1K +1,927 +5%
Lido Advisors
228
Lido Advisors
California
$1.57M +$46.2K +1,236 +3%
FFN
229
Focus Financial Network
Minnesota
$1.5M -$365K -9,751 -20%
APWM
230
Atlas Private Wealth Management
New York
$1.49M +$18.5K +494 +1%
VF
231
Virtu Financial
New York
$1.47M +$1.47M +39,222 New
CS
232
Comerica Securities
Michigan
$1.47M +$34.5K +924 +2%
GIM
233
Goelzer Investment Management
Indiana
$1.46M -$153K -4,085 -9%
NL
234
NWAM LLC
Washington
$1.45M +$785 +21 +0.1%
WAM
235
Walker Asset Management
Missouri
$1.45M -$7.48K -200 -0.5%
GLA
236
Good Life Advisors
Pennsylvania
$1.43M -$13.3M -355,291 -90%
AF
237
Advisornet Financial
Minnesota
$1.43M -$255K -6,820 -15%
DWM
238
Denver Wealth Management
Colorado
$1.41M -$245K -6,550 -15%
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$1.41M +$959K +24,506 +214%
CFCI
240
Comprehensive Financial Consultants Institutional
Indiana
$1.39M +$4.71K +126 +0.3%
HGERS
241
Householder Group Estate & Retirement Specialist
Arizona
$1.36M +$1.36M +36,312 New
SMC
242
Smith, Moore & Co
Missouri
$1.32M +$9.35K +250 +0.7%
OFS
243
OneAscent Financial Services
Alabama
$1.3M +$673 +18 +0.1%
DI
244
DFPG Investments
Utah
$1.22M +$75.6K +2,025 +7%
Creative Planning
245
Creative Planning
Kansas
$1.2M +$55.3K +1,480 +5%
IAS
246
Insigneo Advisory Services
Florida
$1.19M -$154K -4,125 -11%
SC
247
Savant Capital
Illinois
$1.19M +$5.2K +139 +0.4%
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$1.18M -$43.1K -1,152 -4%
NW
249
NewEdge Wealth
Pennsylvania
$1.16M +$1.01K +27 +0.1%
VVP
250
Venture Visionary Partners
Ohio
$1.16M -$80.2K -2,145 -6%