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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 %
TC
251
TAP Consulting
Missouri
$1.15M +$1.15M +30,803 New
Fidelity Investments
252
Fidelity Investments
Massachusetts
$1.15M -$2.73K -73 -0.2%
NFC
253
Northeast Financial Consultants
Connecticut
$1.15M +$5.61K +150 +0.5%
CAM
254
Cresset Asset Management
Illinois
$1.13M -$6.62K -177 -0.6%
MWM
255
MBE Wealth Management
Wisconsin
$1.12M -$863K -23,085 -43%
FHA
256
Flagship Harbor Advisors
Massachusetts
$1.12M +$45.3K +1,211 +4%
PD
257
Planning Directions
Pennsylvania
$1.09M -$135K -3,601 -11%
ATPW
258
Ashton Thomas Private Wealth
Arizona
$1.09M +$94.8K +2,536 +10%
BWM
259
Baystate Wealth Management
Massachusetts
$1.08M -$21.6K -578 -2%
SWA
260
Stratos Wealth Advisors
Ohio
$1.07M -$15.2K -407 -1%
AWA
261
Alta Wealth Advisors
Massachusetts
$1.06M -$16.8K -450 -2%
EWM
262
EPG Wealth Management
Georgia
$1.04M -$51.9K -1,388 -5%
Qube Research & Technologies (QRT)
263
Qube Research & Technologies (QRT)
United Kingdom
$1.01M -$286K -7,656 -22%
RFP
264
Root Financial Partners
California
$1M +$17.2K +461 +2%
IAN
265
Integrated Advisors Network
Texas
$957K +$38.7K +1,036 +4%
RIA
266
Realta Investment Advisors
Delaware
$947K -$52.9K -1,320 -5%
IFWM
267
Institute for Wealth Management
Colorado
$939K -$1.23K -33 -0.1%
WP
268
WealthSource Partners
California
$922K
TSWM
269
Tyler-Stone Wealth Management
Ohio
$913K -$68.5K -1,831 -7%
TLFA
270
True Link Financial Advisors
California
$907K
AFG
271
ABLE Financial Group
Arizona
$905K +$174K +4,667 +24%
Thrivent Financial for Lutherans
272
Thrivent Financial for Lutherans
Minnesota
$900K -$174K -4,633 -16%
WIM
273
Westside Investment Management
California
$878K +$37.4K +1,000 +4%
PWM
274
Purus Wealth Management
California
$873K -$8.86K -237 -1%
Natixis Advisors
275
Natixis Advisors
Massachusetts
$851K -$91.6K -2,450 -10%