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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 %
CRWM
276
Castle Rock Wealth Management
California
$647K +$22.9K +584 +4%
MA
277
MONECO Advisors
Connecticut
$644K +$644K +16,596 New
MSAM
278
Moloney Securities Asset Management
Missouri
$639K -$1.32K -34 -0.2%
Natixis Advisors
279
Natixis Advisors
Massachusetts
$634K -$268K -6,893 -30%
CS
280
Capital Square
Tennessee
$634K +$194 +5 +0%
CF
281
Centaurus Financial
California
$626K -$70K -1,806 -10%
MC
282
Moors & Cabot
Massachusetts
$623K -$39.2K -1,011 -6%
LMKC
283
L.M. Kohn & Company
Ohio
$618K -$10.9K -280 -2%
MIM
284
MTM Investment Management
South Carolina
$616K
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$614K +$73.4K +1,891 +14%
TWM
286
TriaGen Wealth Management
California
$607K
FIM
287
Freedom Investment Management
Connecticut
$606K -$60K -1,547 -9%
CAG
288
Curtis Advisory Group
California
$604K -$69.2K -1,781 -10%
SFP
289
Strategic Financial Partners
Oregon
$593K +$155 +4 +0%
WEG
290
World Equity Group
Illinois
$589K +$341K +8,788 +138%
IWA
291
Inspirion Wealth Advisors
Illinois
$583K +$583K +15,032 New
PWM
292
Purus Wealth Management
California
$577K -$14.4K -370 -2%
Creative Planning
293
Creative Planning
Kansas
$575K +$74.2K +1,912 +15%
OPA
294
Old Port Advisors
Maine
$574K
KWS
295
Keystone Wealth Services
California
$571K -$10K -258 -2%
TSS
296
Two Sigma Securities
New York
$560K -$300K -7,744 -35%
SFG
297
StrategIQ Financial Group
Indiana
$559K -$38.6K -995 -6%
GRP
298
Global Retirement Partners
California
$553K -$167K -4,310 -23%
SWM
299
Shakespeare Wealth Management
Wisconsin
$542K -$6.61K -170 -1%
PFA
300
Plotkin Financial Advisors
Maryland
$528K -$26.9K -694 -5%