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First Trust Value Line Dividend Fund

517 hedge funds and large institutions have $7.83B invested in First Trust Value Line Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 197 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
8.15%
Holding in Top 10
55
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.91%
% of All Funds
0.87%
New
49
Increased
194
Reduced
197
Closed
36
Calls
$68K
Puts
$7.35M
Net Calls
-$7.28M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
TLFA
276
True Link Financial Advisors
California
$972K
PWM
277
Purus Wealth Management
California
$946K +$369K +9,204 +64%
AWA
278
Acorn Wealth Advisors
Michigan
$915K +$5.37K +134 +0.6%
AWM
279
Avior Wealth Management
Nebraska
$905K -$103K -2,579 -10%
LMKC
280
L.M. Kohn & Company
Ohio
$903K +$42.9K +1,071 +5%
WIM
281
Westside Investment Management
California
$902K +$27K +672 +3%
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$881K +$72.8K +1,816 +9%
CWC
283
Carolinas Wealth Consulting
North Carolina
$876K
SFC
284
Strategic Financial Concepts
Texas
$838K +$6.13K +153 +0.7%
GWA
285
GGM Wealth Advisors
Maryland
$807K -$6.62M -165,428 -89%
MOS
286
MGO One Seven
Ohio
$799K -$19.6K -489 -2%
PFG
287
Prosperity Financial Group
California
$799K -$26.3K -656 -3%
SIG
288
Sargent Investment Group
Maryland
$788K -$20K -500 -2%
AFG
289
ABLE Financial Group
Arizona
$784K +$190K +4,740 +32%
SMA
290
Sage Mountain Advisors
Georgia
$782K
SPI
291
Sutton Place Investors
New York
$776K -$73K -1,821 -9%
CCG
292
Cypress Capital Group
Florida
$775K -$70.2K -1,750 -8%
WP
293
WealthPLAN Partners
Nebraska
$763K -$680K -16,959 -47%
WKSWA
294
White Knight Strategic Wealth Advisors
New Jersey
$753K -$185K -4,625 -20%
SHWM
295
Silicon Hills Wealth Management
Texas
$746K -$72.6K -1,810 -9%
WA
296
Waverly Advisors
Alabama
$746K +$746K +18,602 New
PIAS
297
PCA Investment Advisory Services
Ohio
$729K -$88.4K -2,206 -11%
LAS
298
LWM Advisory Services
Florida
$717K -$46.2K -1,153 -6%
KFGK
299
Keystone Financial Group (Kentucky)
Kentucky
$712K +$712K +17,768 New
CRWM
300
Castle Rock Wealth Management
California
$702K +$5.85K +146 +0.8%