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First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
276
Daymark Wealth Partners
Ohio
$903K +$903K +22,618 New
RIA
277
Regal Investment Advisors
Michigan
$900K +$4.27K +107 +0.5%
UCFA
278
United Capital Financial Advisors
Texas
$891K -$214K -5,354 -19%
AWA
279
Acorn Wealth Advisors
Michigan
$881K +$55.9K +1,401 +7%
CWC
280
Carolinas Wealth Consulting
North Carolina
$872K +$518K +12,967 +146%
CFGS
281
Concourse Financial Group Securities
Alabama
$863K -$179K -4,473 -17%
MA
282
MONECO Advisors
Connecticut
$862K +$97.2K +2,435 +13%
WH
283
Willner & Heller
California
$861K +$23.6K +591 +3%
Creative Planning
284
Creative Planning
Kansas
$859K +$316K +7,906 +58%
MOS
285
MGO One Seven
Ohio
$851K -$37.5K -940 -4%
LMKC
286
L.M. Kohn & Company
Ohio
$826K +$184K +4,604 +29%
LFAS
287
Level Four Advisory Services
Texas
$817K +$442K +11,080 +118%
SPI
288
Sutton Place Investors
New York
$815K +$50.7K +1,270 +7%
PFG
289
Prosperity Financial Group
California
$808K +$808K +20,236 New
SIG
290
Sargent Investment Group
Maryland
$804K +$9.58K +240 +1%
IAS
291
Insigneo Advisory Services
Florida
$799K +$799K +20,012 New
CCG
292
Cypress Capital Group
Florida
$797K +$108K +2,718 +16%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$790K +$54.6K +1,368 +7%
PWM
294
PRW Wealth Management
Massachusetts
$787K +$112K +2,800 +17%
Lido Advisors
295
Lido Advisors
California
$787K +$359 +9 +0%
SMA
296
Sage Mountain Advisors
Georgia
$778K -$124K -3,109 -14%
AA
297
Advisory Alpha
Michigan
$720K -$155K -3,893 -18%
KFGK
298
Keystone Financial Group (Kentucky)
Kentucky
$708K
EWA
299
Encompass Wealth Advisors
Oregon
$698K
CRWM
300
Castle Rock Wealth Management
California
$693K +$11.8K +292 +2%