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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 %
William Blair & Company
251
William Blair & Company
Illinois
$1.19M +$82K +2,055 +7%
DI
252
DFPG Investments
Utah
$1.19M +$123 +3 +0%
BWM
253
Baystate Wealth Management
Massachusetts
$1.17M +$17.6K +440 +2%
IAN
254
Integrated Advisors Network
Texas
$1.16M -$329K -8,247 -22%
TSWM
255
Tyler-Stone Wealth Management
Ohio
$1.15M -$37.4K -937 -3%
AWA
256
Alta Wealth Advisors
Massachusetts
$1.15M +$67.2K +1,685 +6%
LAS
257
LWM Advisory Services
Florida
$1.15M -$7.7K -193 -0.7%
EWM
258
EPG Wealth Management
Georgia
$1.14M -$80.7K -2,023 -7%
WP
259
WealthSource Partners
California
$1.13M +$1.13M +28,280 New
SS
260
Simplicity Solutions
Minnesota
$1.1M -$346K -8,667 -24%
BBA
261
Braun-Bostich & Associates
Pennsylvania
$1.09M +$144K +3,611 +15%
PAS
262
Park Avenue Securities
New York
$1.08M -$400K -10,012 -27%
WKSWA
263
White Knight Strategic Wealth Advisors
New Jersey
$1.04M -$367K -9,191 -26%
ATPW
264
Ashton Thomas Private Wealth
Arizona
$1.03M +$65.8K +1,648 +7%
IFWM
265
Institute for Wealth Management
Colorado
$1M +$9.66K +242 +1%
CWA
266
Clarus Wealth Advisors
Arizona
$986K +$134K +3,286 +16%
TLFA
267
True Link Financial Advisors
California
$968K
Fidelity Investments
268
Fidelity Investments
Massachusetts
$966K +$138K +3,461 +17%
OFS
269
OneAscent Financial Services
Alabama
$965K -$2.12M -53,061 -69%
AWAP
270
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$963K -$12.1K -303 -1%
SHWM
271
Silicon Hills Wealth Management
Texas
$962K
GCM
272
Gallacher Capital Management
Colorado
$951K +$951K +23,824 New
FFG
273
Ford Financial Group
California
$941K +$5.55K +139 +0.6%
HSA
274
HBK Sorce Advisory
Pennsylvania
$923K +$457K +11,446 +98%
RIA
275
Realta Investment Advisors
Delaware
$909K -$127K -3,180 -12%