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First Trust Value Line Dividend Fund

481 hedge funds and large institutions have $7.5B invested in First Trust Value Line Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 184 increasing their positions, 174 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.13%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.9%
New
40
Increased
184
Reduced
174
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWAP
251
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$952K +$237K +6,097 +33%
SHWM
252
Silicon Hills Wealth Management
Texas
$947K -$64.7K -1,666 -6%
TLFA
253
True Link Financial Advisors
California
$941K
FFG
254
Ford Financial Group
California
$919K +$4.46K +115 +0.5%
ATPW
255
Ashton Thomas Private Wealth
Arizona
$916K +$157K +4,043 +21%
AA
256
Advisory Alpha
Michigan
$914K +$120K +3,101 +15%
MWM
257
Mattern Wealth Management
Kansas
$881K +$881K +22,710 New
SMA
258
Sage Mountain Advisors
Georgia
$877K
RIA
259
Realta Investment Advisors
Delaware
$868K -$36K -917 -4%
CIAS
260
Capital Investment Advisory Services
North Carolina
$865K -$35.5K -915 -4%
MOS
261
MGO One Seven
Ohio
$842K +$37.5K +966 +5%
APWA
262
Atlas Private Wealth Advisors
New Jersey
$834K -$884K -22,752 -51%
SF
263
Synovus Financial
Georgia
$834K +$331K +8,492 +66%
AIP
264
Ahrens Investment Partners
Louisiana
$824K
Fidelity Investments
265
Fidelity Investments
Massachusetts
$824K +$101K +2,594 +14%
WH
266
Willner & Heller
California
$812K -$14.8K -382 -2%
Lido Advisors
267
Lido Advisors
California
$812K +$566K +14,586 +229%
LFG
268
Larson Financial Group
Missouri
$798K +$6.87K +177 +0.9%
CAP
269
Columbia Advisory Partners
Washington
$798K +$378K +9,735 +90%
CWA
270
Clarus Wealth Advisors
Arizona
$788K -$5.59K -144 -0.7%
BCM
271
BTC Capital Management
Iowa
$770K +$30.3K +782 +4%
SIG
272
Sargent Investment Group
Maryland
$746K +$10.8K +277 +1%
AWA
273
Acorn Wealth Advisors
Michigan
$707K -$50.3K -1,294 -7%
EWA
274
Encompass Wealth Advisors
Oregon
$679K
MMHP
275
Murphy Middleton Hinkle & Parker
Georgia
$660K +$699 +18 +0.1%