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First Trust Value Line Dividend Fund

478 hedge funds and large institutions have $8.07B invested in First Trust Value Line Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+15
Holders Change %
+3.24%
% of All Funds
7.56%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
0.85%
New
50
Increased
200
Reduced
158
Closed
28
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Shares
Change %
MSAM
276
Moloney Securities Asset Management
Missouri
$698K -$169 -4 -0%
CS
277
Capital Square
Tennessee
$690K -$1.39K -33 -0.2%
LMKC
278
L.M. Kohn & Company
Ohio
$686K +$686K +16,197 New
RFN
279
Redwood Financial Network
Ohio
$678K +$678K +16,034 New
CRWM
280
Castle Rock Wealth Management
California
$677K
MIM
281
MTM Investment Management
South Carolina
$663K
TWM
282
TriaGen Wealth Management
California
$661K
Bank of New York Mellon
283
Bank of New York Mellon
New York
$656K -$27.2K -642 -4%
SFG
284
StrategIQ Financial Group
Indiana
$651K +$127 +3 +0%
SFP
285
Strategic Financial Partners
Oregon
$647K -$58.5K -1,382 -8%
PWM
286
Purus Wealth Management
California
$645K -$9.52K -225 -1%
KWS
287
Keystone Wealth Services
California
$633K +$2.5K +59 +0.4%
OPA
288
Old Port Advisors
Maine
$630K -$60.7K -1,425 -9%
NFG
289
Nations Financial Group
Iowa
$625K +$392K +9,281 +169%
CG
290
Caprock Group
Idaho
$614K -$24.8K -587 -4%
IF
291
Intrua Financial
Texas
$611K -$9.05K -214 -1%
PFA
292
Plotkin Financial Advisors
Maryland
$604K -$15K -354 -2%
HSA
293
HBK Sorce Advisory
Pennsylvania
$600K -$65.8K -1,554 -10%
SWM
294
SeaCrest Wealth Management
New York
$599K -$13.4K -316 -2%
SWM
295
Shakespeare Wealth Management
Wisconsin
$598K -$11.6K -273 -2%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$589K -$121K -2,871 -17%
GW
297
GW & Wade
Massachusetts
$574K +$10.6K +250 +2%
OWM
298
OneAscent Wealth Management
Alabama
$571K +$571K +13,493 New
V
299
Veritable
Delaware
$560K +$2.45K +58 +0.4%
SF
300
Synovus Financial
Georgia
$548K +$36.7K +865 +7%