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First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
276
Strategy Asset Managers
California
$620K +$284K +7,932 +84%
CCG
277
Cypress Capital Group
Florida
$618K -$308K -8,595 -33%
MMHP
278
Murphy Middleton Hinkle & Parker
Georgia
$609K +$787 +22 +0.1%
PWM
279
PRW Wealth Management
Massachusetts
$606K -$416K -11,626 -41%
CRWM
280
Castle Rock Wealth Management
California
$603K +$10.2K +284 +2%
MSAM
281
Moloney Securities Asset Management
Missouri
$594K +$4.22K +118 +0.7%
CP
282
Camelot Portfolios
Ohio
$592K -$396K -11,067 -40%
APWA
283
Atlas Private Wealth Advisors
New Jersey
$591K -$178K -4,971 -23%
CS
284
Capital Square
Tennessee
$588K +$3.65K +102 +0.6%
SF
285
Synovus Financial
Georgia
$577K -$189K -5,292 -25%
CF
286
Centaurus Financial
California
$577K -$931 -26 -0.2%
LMKC
287
L.M. Kohn & Company
Ohio
$576K +$6.19K +173 +1%
GAA
288
Global Assets Advisory
Florida
$562K +$562K +14,484 New
MIM
289
MTM Investment Management
South Carolina
$561K -$36 -1 -0%
TWM
290
TriaGen Wealth Management
California
$559K -$501 -14 -0.1%
Natixis Advisors
291
Natixis Advisors
Massachusetts
$553K -$31.4K -878 -5%
CAG
292
Curtis Advisory Group
California
$552K -$4.36K -122 -0.8%
IWP
293
IAG Wealth Partners
Wisconsin
$537K +$85.9K +2,400 +19%
KWS
294
Keystone Wealth Services
California
$533K +$6.45K +180 +1%
TA
295
TrueWealth Advisors
Alabama
$523K -$516K -14,432 -50%
PWM
296
Purus Wealth Management
California
$519K -$13.7K -382 -3%
OPA
297
Old Port Advisors
Maine
$513K -$37.9K -1,019 -7%
FIM
298
Freedom Investment Management
Connecticut
$513K -$45.7K -1,276 -8%
AWM
299
Avior Wealth Management
Nebraska
$512K +$334K +9,355 +188%
SFG
300
StrategIQ Financial Group
Indiana
$500K -$15.6K -437 -3%