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First Trust Value Line Dividend Fund

511 hedge funds and large institutions have $7.8B invested in First Trust Value Line Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
8.18%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.07%
New
56
Increased
191
Reduced
185
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
276
Carolinas Wealth Consulting
North Carolina
$877K
WIM
277
Westside Investment Management
California
$876K +$18.6K +464 +2%
MA
278
MONECO Advisors
Connecticut
$874K +$6.39K +159 +0.7%
PAS
279
Park Avenue Securities
New York
$872K -$215K -5,358 -20%
LMKC
280
L.M. Kohn & Company
Ohio
$861K +$30K +747 +4%
SPI
281
Sutton Place Investors
New York
$850K +$29.8K +741 +4%
CCG
282
Cypress Capital Group
Florida
$847K +$44.2K +1,100 +6%
RIA
283
Regal Investment Advisors
Michigan
$845K -$59.9K -1,491 -7%
Creative Planning
284
Creative Planning
Kansas
$838K -$26.3K -655 -3%
SFC
285
Strategic Financial Concepts
Texas
$833K +$833K +20,752 New
LSA
286
Lion Street Advisors
Texas
$829K +$539K +13,433 +186%
PFG
287
Prosperity Financial Group
California
$827K +$14.1K +352 +2%
MOS
288
MGO One Seven
Ohio
$820K -$36.1K -900 -4%
SHWM
289
Silicon Hills Wealth Management
Texas
$820K -$148K -3,687 -15%
PIAS
290
PCA Investment Advisory Services
Ohio
$819K +$819K +20,397 New
SIG
291
Sargent Investment Group
Maryland
$810K
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$810K +$14.1K +351 +2%
SMA
293
Sage Mountain Advisors
Georgia
$783K
MCC
294
Money Concepts Capital
Florida
$783K -$1.22M -55,361 -61%
LAS
295
LWM Advisory Services
Florida
$765K -$388K -9,657 -34%
IAS
296
Insigneo Advisory Services
Florida
$729K -$75K -1,867 -9%
PFA
297
Plotkin Financial Advisors
Maryland
$714K +$71.9K +1,791 +11%
CWA
298
Clarus Wealth Advisors
Arizona
$707K -$266K -6,614 -27%
FIM
299
Freedom Investment Management
Connecticut
$703K +$155K +3,870 +28%
EWA
300
Encompass Wealth Advisors
Oregon
$703K