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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 %
NFC
251
Northeast Financial Consultants
Connecticut
$1.22M +$6.39K +159 +0.5%
OFS
252
OneAscent Financial Services
Alabama
$1.21M +$243K +6,060 +25%
TCM
253
True Capital Management
California
$1.21M -$17.6K -438 -1%
William Blair & Company
254
William Blair & Company
Illinois
$1.19M -$10.4K -259 -0.9%
Fidelity Investments
255
Fidelity Investments
Massachusetts
$1.18M +$208K +5,179 +21%
CAC
256
Certified Advisory Corp
Florida
$1.18M -$37.2K -926 -3%
BWM
257
Baystate Wealth Management
Massachusetts
$1.18M +$1.93K +48 +0.2%
EWM
258
EPG Wealth Management
Georgia
$1.16M +$10.4K +259 +0.9%
DI
259
DFPG Investments
Utah
$1.15M -$8.55K -213 -0.7%
BBA
260
Braun-Bostich & Associates
Pennsylvania
$1.14M +$42.8K +1,066 +4%
WP
261
WealthSource Partners
California
$1.13M -$6.55K -163 -0.6%
SWA
262
Stratos Wealth Advisors
Ohio
$1.13M -$1.1M -27,342 -49%
RFP
263
Root Financial Partners
California
$1.12M +$1.12M +27,971 New
AWA
264
Alta Wealth Advisors
Massachusetts
$1.1M -$49.9K -1,242 -4%
Jane Street
265
Jane Street
New York
$1.09M +$1.09M +27,265 New
IAN
266
Integrated Advisors Network
Texas
$1.05M -$109K -2,724 -9%
ATPW
267
Ashton Thomas Private Wealth
Arizona
$1.05M +$14.4K +359 +1%
AWM
268
Avior Wealth Management
Nebraska
$1.01M +$435K +10,820 +76%
IFWM
269
Institute for Wealth Management
Colorado
$1.01M
TLFA
270
True Link Financial Advisors
California
$974K
WKSWA
271
White Knight Strategic Wealth Advisors
New Jersey
$940K -$109K -2,702 -10%
OP
272
ORG Partners
Indiana
$933K +$933K +23,205 New
CF
273
Centaurus Financial
California
$925K +$295K +7,350 +47%
AWA
274
Acorn Wealth Advisors
Michigan
$911K +$24.7K +614 +3%
RIA
275
Realta Investment Advisors
Delaware
$907K -$7.67K -191 -0.8%